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Who Uses This Software?
Customer onboarding tool that assists midsize to large enterprises with implementing plans in Salesforce and embedding projects in CRM accounts.
Average Ratings
19 reviews- Overall 4.4 / 5
- Ease of Use 4.3 / 5
- Customer Service 4.7 / 5
- Features 4.3 / 5
- Value for Money 4.5 / 5
Product Details
- Starting Price US$25.00/month
- Free Version No
- Free Trial Yes
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Deployment
Cloud, SaaS, Web
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Training
Live Online
Webinars
Documentation
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Support
Business Hours
Vendor Details
- Tapply
- https://www.taskfeedapp.com/
- Founded 2014
About Taskfeed
Get your customers onboard faster. Easily and automatically spin up repeatable projects when your Salesforce Opportunity is Won. Your project outline is automatically created from templates mapped to Opportunity type, or the products on your Opportunity.
Adjust the plan in the rich drag-and-drop Gantt view. Set a baseline to track progress against a commitment. Then share the plan with the customer.
Taskfeed is built and runs on the Salesforce platform.
Taskfeed Features
- Account Alerts
- Account Management
- Communication Management
- Customer Engagement
- Customer Lifecycle Management
- Health Score
- Onboarding
- Revenue Management
- Usage Tracking/Analytics
- Win / Loss Analysis
- Collaboration
- Database Creation
- Document Creation
- File Sharing
- Notes Management
- Office Suite
- Presentation Tools
- Project Management
- Task Management
- Team Chat
- Agile Methodologies
- Budget Management
- Client Portal
- Collaboration Tools
- Cost-to-Completion Tracking
- Customisable Templates
- Gantt Charts
- Idea Management
- Kanban Board
- Milestone Tracking
- Portfolio Management
- Resource Management
- Time & Expense Tracking
- Traditional Methodologies
Popular Products
Taskfeed Most Helpful Reviews
This is a good option to reduce email noise for teams by pushing team collaboration to salesforce
Reviewed on 14/03/2018
Simone W.
Comments: Improved team collaboration when they actually use it!
Pros: I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.
Cons: I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.
Very easy to configure and get started with minimum training requirements
Reviewed on 08/03/2018
Richard V.
Comments: Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.
Pros: Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.
Cons: Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.
It has helped us to streamline our business and make sure all tasks are front of mind
Reviewed on 15/03/2018
Anthony K.
Pros: I like its ability to easily be used and the ability to customize it. I find the layout is very straightforward and you can get a quick snapshot of where projects stand.
Cons: It would be nice to be able to have subtasks on tasks so that you can expand the detail behind each task. Also the ability for a grid entry system would be beneficial.
Taskfeed was the solution we were looking for and enables us to be much more efficient!
Reviewed on 09/03/2018
Kristian C.
Pros: The support that is offered is second to none! Immediate responses and solutions every time! The updates are great at capturing new and innovative additions.
Cons: It does tend to lag a little when saving and attachments can be a little glitchy, but neither of those are deal breakers
Taskfeed is a robust project management tool that allows our team and clients to succeed.
Reviewed on 08/03/2018
Verified Reviewer
Comments: A project management tool that is integrated with our Salesforce account (I can't say enough how much of a game changer that was for user adoption). Also, a more robust tool with dependencies, baselines, and powerful template options.
Pros:
Integrated with our Salesforce account to allow our team to work out of one platform.
Client-facing, real-time view of the project.
Ability to customize tasks, templates, and processes.
Taskfeed is responsive to requests (both service and product development).
Cons: Currently the client view is not able to be filtered, which can make identifying next steps or specific tasks challenging.
