At the May user group meeting, TaskRay was rolled out as the SET project management tool. This Salesforce app is both user-friendly and a great way to communicate with Kate. If you're interested in learning more about the functionality of TaskRay, register for their upcoming webinar and view the notes from their 2017 new feature release.
SET is all about leveraging eComm tools to streamline workflow and keep communications organized. For this reason, we use TaskRay within Salesforce as the primary channel of communication between you and your eComm Specialist. Each and every eComm communication or event is assigned it's own task within TaskRay.
Building emails and hosting events can require TLC and attention to detail. In order to meet your business needs and reach your goals with eComm, there are several steps that you can take to make sure that you’ve dotted every “i” and crossed every "t."
Are you planning for an upcoming event? These four steps and the event checklist will ensure that you have all of the pieces that you need for successful event approval in Cvent.
