FIXING THE DISCONNECT BETWEEN ASANA & SALESFORCE

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Patron Technology provides industry-leading technology that enables its live event customers to create deeper and more profitable relationships with their ticket buyers, fans, and supporters.

INDUSTRY

SOFTWARE & SAAS

COMPANY SIZE

SMB

HEADQUARTERS

UNITED STATES

PRODUCT

SaaS

EMPLOYEES

100

UNIFIED

REAL-TIME

TRACK

Client experience all from Salesforce

Customer collaboration

Pipeline to proactively plan ahead

The Challenge

Patron found that as client requirements become more complex they needed a solution to help manage the process. They started using Asana, however, the difficult of managing between Salesforce and Asana became difficult to manage and created a silo.

The Solution

Patron use Salesforce to communicate with their customers and implementation data is now all in one place having switched to Precursive OBX. Biggest improvement is being able share the project status with clients at a click and have them invested in their own project.

1

No more lost data in switching between Asana and Salesforce

2

Increased customer satisfaction as they are part of the plan

PRECURSIVE

IMPACT

3

Understand implementations better through seeing how Precursive implements

SKYE EVANS

CLIENT PROJECT MANAGER

"We're able to share the project plan with the client, which allows our clients have more ownership in the project, see it in real-time and where issues might arise making them more responsive in the process"

TRY PRECURSIVE SOFTWARE NOW TO

MAKE EVERY CUSTOMER A SUCCESS STORY

BY SOLUTION

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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PROJECT AND RESOURCE MANAGEMENT

Sync project management with resource planning

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CUSTOMER ONBOARDING

Improve onboarding experience to drive retention

SaaS & Computer Software

Optimize services delivery

Onboarding Manager

Organize work and collaborate with customers

IT & Professional Services

Mobilize people & projects

Professional Services

Manage workflows and optimize utilization

FinTech

Reduce time-to-value

Project Manager

Easily manage timelines and dependencies

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches 

Salesforce Admin

Extend the power of Salesforce