Taskfeed

Taskfeed


Who Uses This Software?

B2B SaaS SMB and Enterprise companies with a high-touch customer onboarding process.


Average Ratings

18 reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service
  • 4 / 5
    Features
  • 4.5 / 5
    Value for Money

Product Details

  • Starting Price
    $25/month
  • Free Version
    No
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    Webinars
    Documentation
  • Support
    Business Hours

Vendor Details

  • Tapply
  • https://www.taskfeedapp.com/
  • Founded 2014

About This Software

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
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies

Taskfeed Most Helpful Reviews

This is a good option to reduce email noise for teams by pushing team collaboration to salesforce

  Translate with Google
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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

  Translate with Google
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.