top of page

BETTER CUSTOMER ONBOARDING FOR GLOBAL LEADERS IN R&D / IP INTELLIGENCE

PatSnap's connected innovation intelligence platform brings together millions of R&D and IP datasets to allow their customers to connect the dots, increase productivity and innovate more effectively.

torrent_consulting_resized.png
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

SOFTWARE AND SAAS

MID-MARKET

SINGAPORE

COMPUTER SOFTWARE

450

CAPACITY

30% increase in productivity per person

TIME TO VALUE

Faster to value

GROWTH

25% YOY growth

THE CHALLENGE.

PatSnap wanted to ensure better collaboration both internally and externally. The team needed to structure the way they were managing their global implementation to ensure consistency. With a requirement for better tracking and reporting on time and resources and manage it all from Salesforce.

OUR SOLUTION.

PatSnap manages customer onboarding tasks with Precursive in Salesforce. Teams collaborate on projects and tasks and with their customers to improve time-to-value (TTV). Precursive OBX is integrated with Gainsight for a single source of truth and customer 360.

salesforce-2-logo-png-transparent.png
Opportunity Management.png

OPPORTUNITY MANAGEMENT
Manage & forecast opportunities

Opportunity Management.png

SCOPE TRACKING
Business intelligence aggregation

Opportunity Management.png

QUOTE GENERATION
Sales of products and packages

Precursive 2023 LogoEF.png
Opportunity Management.png

CAPACITY MANAGEMENT
Progress & task completion monitored, forecast capacity crunches

Opportunity Management.png

CUSTOMER IMPLEMENTATION
Templated onboarding plans and managing process

Opportunity Management.png

ONBOARDING PLAYBOOKS
Benchmarking time-to-value and progress

PRECURSIVE IMPACT.

4_Happy.png

Time to value significantly reduced

Team.png

30% capacity increase per person via adopting OBX

Tetris 2.png

Project planning and task allocation in OBX

Quote_Peri.png

"As we scaled we knew we needed to track certain metrics. With Precursive OBX we were able to get ahead of capacity and resource requirements before they ever became unmanageable. Precursive OBX would benefit the large majority of SaaS businesses once they have the ability to focus and invest time into their implementation process."

EMILY KUSKE

CUSTOMER SUCCESS LEADER

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.