Case Study: UpKeep streamlines customer onboarding and uncovers expansion opportunities with TaskRay

UpKeep scales onboarding for multiple customer success managers with Taskray

UpKeep, a mobile-first SaaS company providing asset and maintenance management software, faced the challenge of scaling its ad hoc customer onboarding process to keep pace with its rapid growth. Their existing methods were not sustainable, prompting a need for a structured system. To solve this, they implemented TaskRay, a 100% Salesforce-native onboarding and customer lifecycle management tool.

Using TaskRay, UpKeep built a scalable onboarding system directly within Salesforce, empowering their customer success managers to efficiently onboard new customers based on specific criteria. The TaskRay solution also enabled the automatic cloning of projects to identify expansion opportunities within accounts. As a result, UpKeep's team can now launch a large number of customers seamlessly, a task that would have been nearly impossible before.

UpKeep