Built on Salesforce TaskRay
TaskRay
11 min read

Table of Contents

Built on Salesforce TaskRay
TaskRay
11 min read

Table of Contents

TaskRay

1. Introduction

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Cloud Coach Ultimate
Cloud Coach Ultimate
Cloud Coach Enterprise
Cloud Coach Enterprise
CLOUD COACH TEAM
CLOUD COACH TEAM
CLOUD COACH STARTER
CLOUD COACH STARTER

A long time app on the AppExchange, TaskRay is a popular choice for many organizations looking to onboard customers and manage projects as an add on to their Salesforce CRM. Similar solutions built on Salesforce that you might want to consider are Inspire Planner and Precursive OBX.

Read on to see our side by side comparison between the Cloud Coach and TaskRay (Note as both Cloud Coach and TaskRay have multiple tiers, this comparison is written in terms of Cloud Coach Team tier vs TaskRay Premium tier).

2. Plays Nice With Salesforce

Cloud Coach

Cloud Coach is built 100% natively on the Salesforce platform and offers seamless connection to Salesforce Sales and Service Clouds, meaning you can:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals

 

Importantly with Cloud Coach your data is stored and managed 100% on Salesforce, so you don’t need to worry about data security issues.

TaskRay

TaskRay is also built natively on the Salesforce platform, so you get access to all the same capabilities as described to the left with Cloud Coach, including:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals
goal

Cloud Coach 1 v 1 TaskRay

Plays Nice With Salesforce - Opinion

Result: Tie

If you want a solution that works seamlessly on Salesforce, there’s not a lot to separate between these two solutions. One difference is that Cloud Coach requires your Salesforce Org to be Enterprise edition or above, while TaskRay will run on Salesforce Professional edition favoured by many smaller businesses.

3. Project Management

Cloud Coach

Cloud Coach has a strong set of feature support for project management including:

  • Waterfall Projects
  • Agile (Kanban) Projects
  • Water-Scrum-Fall
  • Project Templates
  • Project Health Views

TaskRay

TaskRay has a broad set of project management feature support that will satisfy most the needs of most SMB’s including:

  • Gantt or Agile Board views
  • Project Templates
goal

Cloud Coach 2 v 1 TaskRay

Project Management - Opinion

Result: Cloud Coach

If you’re currently looking for, or might need in the future more flexible project management functionality, there’s more project management capability available to your team with Cloud Coach than with TaskRay.

4. Resource Management

Cloud Coach

Managing people, resources and skills is key to the success of any organization, and a key piece of functionality in any professional services automation (PSA) solution, here Cloud Coach has extensive capabilities including:

  • Capacity Planning
  • Project Assignments by Work Type / Skill
  • Soft & Hard bookings
  • PTO & Out of Office Handling

TaskRay

TaskRay has recently entered into a relationship with a third party provider called Flux Capacity to resell their resource management as part of a TaskRay sale. Flux Capacity has support for:

  • Project Assignments by Work Type
  • PTO & Out of Office Handling
  • Dashboard visibility of resource availability
goal

Cloud Coach 3 v 1 TaskRay

Resource Management - Opinion

Result: Cloud Coach

While the Flux Capacity functionality is a nice addition for the TaskRay solution, dealing with two teams is always tougher than one. Which vendor is driving the roadmap, who will supply support, and how will development across two different organizations continue to stay aligned, are all questions you should consider.

5. Time Tracking

Cloud Coach

Tracking time is probably one of your team’s least favorite parts of their workday, but it’s important for your business to track performance against KPIs, here Cloud Coach has support for:

  • Multiple ways for users to enter time
  • Estimated vs Actuals
  • Track time on any Salesforce record
  • Time entry and timesheet approval

TaskRay

TaskRay introduced time tracking in 2018, including support for the following:

  • Track time on any project task
  • Estimated vs Actuals
  • Time entry and timesheet approval
goal

Cloud Coach 4 v 2 TaskRay

Time Tracking - Opinion

Result: Tie

Both solutions will let you track time against all your project tasks, in a relatively quick and easy manner. It is worth noting however that while time tracking is available in Cloud Coach Starter, which is free for the first 10 users, you will need the TaskRay Standard tier to get access to time tracking capabilities.

6. Meetings & Documents

Cloud Coach

Managing documents and meetings are integral to any successful onboarding project, Cloud Coach excels in this space with.

  • Meeting agenda templates
  • Coaching notes
  • Meeting automation
  • File storage against on projects

TaskRay

Managing documents and meetings are integral to any successful onboarding project, TaskRay provides:  

  • File storage against on projects
goal

Cloud Coach 5 v 2 TaskRay

Meeting & Documents - Opinion

Result: Cloud Coach

For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. Cloud Coach’s meeting module gives it the clear edge here.

7. Reporting & Dashboards

Cloud Coach

As a Salesforce partner Cloud Coach get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time
  • Reports available on any device
  • Customize reports to your needs
  • Tableau CRM Analytics

TaskRay

As a Salesforce ISV partner TaskRay also get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time 
  • Reports available on any device
  • Customize reports to your needs
goal

Cloud Coach 6 v 3 TaskRay

Reporting & Dashboards - Opinion

Result: Tie

When it comes to the core underlying reporting technology, there’s not a lot to separate between these two solutions, however due to its more extensive overall functionality / capabilities you will have more data to report on and act on, with Cloud Coach.

9. Implementation & Tailoring

Cloud Coach

Implementing a PSA solution in your business is something that you’re going to want to do by engaging a professional consulting team. Cloud Coach or one of its certified partners can help with this.

TaskRay

In contrast, organizations can implement TaskRay themselves, or can leverage one of TaskRay’s partners for implementation assistance.

goal

Cloud Coach 6 v 4 TaskRay

Implementation & Tailoring - Opinion

Result: TaskRay

If you’re looking for a self implementation solution, then TaskRay is your winner here, however professional implementations often deliver far more in long term value than they cost up front, so make sure you carefully consider what is right for your business.

10. Overall Opinion

Despite Cloud Coach Team tier getting the overall win, TaskRay Premium tier provides a competitive solution for organizations looking to manage projects and onboard customers using the Salesforce platform.  

For smaller teams with simpler needs and smaller budgets, TaskRay may often be the more appealing option, however for larger teams and organizations Cloud Coach has the clear benefit of both more capabilities along with additional product tiers that you can move up to seamlessly as your needs evolve.

11. Other AppEx Apps to Consider

Learn about similar solutions to TaskRay and discover more about the capabilities and benefits of the Salesforce platform for PSA, Onboarding & Project Management for your business.

Compare AppEx Apps

Disclaimer

Information contained herein is based on the companies’ posted Salesforce AppExchange listings and other publicly available websites as of the date of this publication.

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