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IMPROVING TIME TO VALUE THROUGH BETTER CUSTOMER ONBOARDING

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 AND 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

PRECURSIVE

IMPACT

2

Reduced churn due to predictive data from OBX

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

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