Agentic Project Management - TaskRay + TaskRay MCP

September

15th

,

2026

2:00pm

–

2:45pm

PDT

Agentic Project Management - TaskRay + TaskRay MCP

Relax and relive the moment.

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What was covered

Join Mike Aaron, Senior Director of Revenue Cloud at Salesforce, for an exclusive preview of the Revenue Cloud product roadmap. This session will provide an inside look at the upcoming innovations in Revenue Cloud Advanced (RCA) and the continued evolution of Revenue Cloud Billing (RCB).

Mike will walk through what is landing in the next releases for RCA, including enhancements that accelerate quoting, streamline configuration, and unlock new levels of automation. He will also highlight Salesforce’s vision for RCB, showing how it is evolving to handle the most complex subscription and usage-based billing needs while providing greater flexibility and scalability for enterprises.

Attendees will gain a firsthand perspective on where Salesforce is investing, why these improvements matter, and how to align their roadmap with Salesforce’s direction.

Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

Grab your favorite snack and tune in.

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Session Sponsors

Why This Session?

Project delivery shouldn’t go dark the moment a deal closes. See how TaskRay MCP connects AI agents directly to live Salesforce delivery data, giving teams instant visibility into project health, risks, milestones, and bottlenecks—and enabling AI to take action before small issues become customer escalations.

RSVP now to see how TaskRay MCP brings AI-powered visibility and action to every stage of post-sale delivery.

RSVP

Your Hosts

Jason Jenkins

SVP of Sales & Customer Success

Jon Barlow

Senior Enterprise Account Executive

Danny Mayes

Sr. Manager, Solution Engineering

Session Description

The gap between what's sold and what's delivered has always been where deals go quiet — visibility drops the moment a contract closes, and teams fall back on status meetings, spreadsheets, and guesswork to know if a project is on track. TaskRay MCP changes that. By exposing TaskRay's project, milestone, and delivery data through the Model Context Protocol, TaskRay MCP lets AI agents — including Claude, Chatgpt, Agentforce — query real-time delivery status, surface at-risk projects, and take action, all without leaving the tools your team already works in. In this session, we'll walk through the launch of TaskRay MCP, how it works under the hood, and what it unlocks for teams running high-volume, high-stakes implementations.

What You Will Learn

How a single revenue data model can power any surface: React quoting workspaces, a Claude quoting interface, or Slack without rebuilding the underlying architecture by meeting sellers where they already work instead of forcing them into a new tool

How the ARM High Tech Accelerator generates natural language quote options, builds comparable multi-year ramps in Ramp Studio, and triggers approval, DocuSign, and Closed Won automation in one continuous flow

How Neoco’s ARM High Tech Accelerator gives high-tech SaaS companies a Salesforce-native path to modernize quoting, ramp deals, amendments, renewals, and agent-assisted sales workflows

How the Neocol ARM High Tech Accelerator re-imagines the Agentic Quoting Workspace powered by Agentforce and ARM

Key Topics

End-to-end deal lifecycle automation: tier builder, quote generation, discount approval, close, amendment, and renewal

Headless architecture: same data model, any surface (React, Slack, Claude)

Ramp Studio and multi-year, multi-segment ramp deal handling

Agent-assisted quoting as a replacement for spreadsheet-driven, manual ramp deal management

Your Hosts

Jake Hernandez

Chief Creative Officer

Openform

Jake Hernandez is senior director of product marketing at Openform, where his goal is to help people unlock the power of in-person events.

Leo Di Salvo

Sr. Technology Consultant

Openform

Leo Di Salvo is the Senior Technology Consultant at Openform, where his goal is to help people unlock the power of in-person events.

Run of show

12:00PM

Webinar Begins

Opening remarks from your hosts

12:15PM

5-Tips

5 Tips for Creating Virtual Events

12:45PM

Closing

Final remarks from your hosts

Grab your favorite snack and tune in.

Pro Tip:

First, watch the video to learn how to use this type of theme. Then, replace the iFrame embed code of the video below by clicking into it and clicking on the "Embed Options" tab on the right. Hide this element when you're finished.

Need more help? Here are some great Help Center articles regarding embed best-practices:

How do I resize an iFrame?

What's the difference between iFrame elements and Video elements?

How do I embed webinars or livestreams using an iFrame element?

What can I embed using an iframe into Splash?

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

Download

02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

Register

03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

Watch now

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