Case Study: Toast improves onboarding efficiency and team capacity with TaskRay

Toast manages more customers with Taskray and grows onboarding capacity

Toast, a restaurant management platform provider, faced challenges managing customer onboarding due to rapid growth. Their previous system, a single custom object in Salesforce, lacked sophistication and integration with key tools like Salesforce Field Service Lightning. They needed a more structured solution, which led them to implement the TaskRay onboarding solution.

By implementing TaskRay, Toast gained a templatized yet customizable process on the Salesforce platform. The solution automates project creation, guides teams with specific tasks, and integrates with field service scheduling. As a result, the customer onboarding team at Toast can now manage more customers efficiently in a structured way, significantly improving workload management and team capacity. TaskRay provided the single source of truth and scalable workflow they required.

Toast

Matt Merola

Senior Program Manager, Toast