IMPROVING TIME TO VALUE THROUGH BETTER CUSTOMER ONBOARDING

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Procurify’s spend management software helps organizations control spending. Our improved procurement and purchasing workflows track purchases, set-up fast digital approvals, and manage all the steps of the procure-to-pay process.

INDUSTRY

SOFTWARE & SAAS

COMPANY SIZE

MID-MARKET

HEADQUARTERS

CANADA

PRODUCT

SaaS

EMPLOYEES

130

45% FASTER

PLAYBOOKS

HIGHER NPS

Delivery of projects

For repeatable services implementations

Scores during onboarding process

The Challenge

There was no consistent approach to customer onboarding and a lack of technology to support this key process. The result was slower implementations leading to higher churn risk for customers.

The Solution

Precursive OBX works in tandem with Salesforce and Gainsight to provide a consistent approach to project management. Procurify's professional services team is able to manage all elements of customer onboarding and share plans with the customer.

1

Improved time-to-value

2

Reduced churn due to predictive data from OBX

PRECURSIVE

IMPACT

3

Reduced admin for professional services team across project delivery

JULIAN HANNABUSS

DIRECTOR OF REVENUE OPERATIONS

"Precursive OBX is an excellent solution for us to manage the onboarding of our customers. Its ability to support different onboarding programs through customisable templates, along with tracking our ability to meet customer expectations throughout the project lifetime forms a key part of our customer experience. Even better is our ability through in-depth analysis of the data to make improvements in our processes - shortening the time to go live, while reducing the number of hours we spend."

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