As per the information provided by the vendor, Rocketlane is
a platform specifically designed to cater to onboarding, implementation, and
professional services teams. The primary objective of this platform is to
enhance collaboration with customers, optimize project delivery efficiency, and
augment customer experience and accountability. Its target audience primarily
includes industries such as CS (Customer Success) and Professional Services. It
emphasizes its capability to expedite time-to…
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TaskRay
Score 8.0 out of 10
N/A
TaskRay is a project management platform for managing project within Salesforce. It enables work to be planned quickly and efficiently, across geographically distributed teams.
It supports collaboration using Chatter groups, and file sharing.
The older one was no as good as Rocketlane because the User interface and UI are most important to use any software for the end user. Because more easy to understand, and easier to adapt the software. Thanks, Rocketplane I really like rocketplane because of its features and …
Rocketlane was extremely easy to stand up and get running. Both our internal teams and customers have been fans of the process so far. We had our first projects set up, with our Salesforce sync and white-labeled branding all live within the first week.
For our specific needs, Rocketlane fits the bill perfectly. It had just the right amount of features without it being overly complicated to teach the client. The pricing also worked out well: just pay monthly licenses per user.
Rocketlane is more robust for onboarding than monday.com with better customer interface. However, Rocketlane does not have some of the advanced features of ChurnZero or GUIDEcx. However, Rocketlane's pricing is aligned well with the features they offer.
In our comparison, TaskRay was the most robust client care and onboarding tool. It had a lot of different features and advantages that we are excited to take advantage of.
The main reason we chose TaskRay over the others is because it connects to Salesforce. Our sales team already uses several software solutions and the last thing they need is another thing to log into each day.
We like the price compared to other PM solutions and we like all of …
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. …
TaskRay does not require you to be a certified project manager to manage your project like MS Project. We also tried using the salesforce free project solution but it's not as tightly integrated with SF as the TaskRay and again not nearly as easy to use. We also used …
We are still in our year long evaluation process. But TaskRay has been the easiest, and most successfully adopted tool so far. Even if we do not end up choosing TaskRay, I do not regret implementing the system or the experience working with the team at TaskRay. The only reason …
There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.
Status updates can be published, which can be seen by external stakeholders/clients even though they are not on Rocketlane or they have not taken Rocketlane subscriptions.
Timesheets can be easily tracked through which resource utilization can be planned.
During my use, I would at times get responsive issues in regards to tasks opening, editing task details, or moving from stage to stage. This didn't occur for quite some time until we started loading the system with extensive projects and hundreds of tasks to each project. While unfortunate to run into these performance issues, many applications run into similar issues when working many simultaneous tickets at the same time.
Customization to the task layouts is a bit cumbersome.
If you are running a lot of stages, 8 - 12, moving tasks from one side of the board to the other can take a little bit of work. At the time there were no quick close capabilities on the tasks to redirect the task to its final stage.
It's hands-down the best PM tool we have ever used. Nothing compares in ease of use and being easy to learn. It also looks great and makes sense immediately
TaskRay is a simple solution to install and get moving with. Project creation, stage setup, and task creation are just a few great features that are simple to set up. Remedyforce & Service Manager are a more enterprise type application for more service desk type environments. JIRA is a highly used and close favorite with project management. At the end of the day, simplicity for setup and configuration as well as day to day usability went hands down to TaskRay over JIRA.
As an admin and end-user, Rocketlane has saved me at least four hours of work every week. Multiply that across the entire team, and we're saving two full days of work by removing all the manual tasks.
The cost of TaskRay is much less than other project management solutions. Other solutions require you to upgrade for premium features such as Gantt charts or calendar views. It costs $21/month per user.
They offer volume (number of users) discounts as well as contract length discounts.