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FIXING THE DISCONNECT BETWEEN ASANA & SALESFORCE

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 AND 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

PRECURSIVE

IMPACT

2

Increased customer satisfaction as they are part of the plan

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

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time