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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.

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INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

SOFTWARE AND SAAS

SMB

UNITED STATES

SaaS

100

UNIFIED

Client experience all from Salesforce

REAL-TIME

Customer collaboration

TRACK

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.

OUR 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.

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OPPORTUNITY MANAGEMENT
Manage & forecast opportunities

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SCOPE TRACKING
Business intelligence aggregation

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QUOTE GENERATION
Sales of products and packages

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PROJECT MANAGEMENT
Plan, manage and allocate projects, customer collaboration

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CAPACITY PLANNING
Schedule teams, forecast capacity crunches, automate notifications

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REVENUE MANAGEMENT
Monitor budgets, track time & expenses

PRECURSIVE IMPACT.

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No more lost data in switching between Asana and Salesforce

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Increased customer satisfaction as they are part of the plan

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Understand implementations better through seeing how Precursive implements

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"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"

SKYE EVANS

CLIENT PROJECT MANAGER

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.

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

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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

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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