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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.

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INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

SOFTWARE AND SAAS

MID-MARKET

CANADA

SaaS

130

45% FASTER

Delivery of projects

PLAYBOOKS

For repeatable services implementations

HIGHER NPS

Scores during onboarding process

THE CHALLENGE.

Procurify wanted to improve time to value by improving the efficiency of customer onboarding processes and in turn improve customer retention by reducing their year one customer churn rate. 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.

OUR 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.

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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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CUSTOMER IMPLEMENTATION
Templated onboarding plans

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CAPACITY MANAGEMENT
Task assignment & tracking delays

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PROJECT MANAGEMENT
Project planning and costings

PRECURSIVE IMPACT.

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Improved time-to-value

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Reduced churn due to predictive data from OBX

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Reduced admin for professional services team across project delivery

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"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. Our PMO has visibility of all projects and we are seeing improved project timelines, finding efficiencies and reducing our costs in delivering projects."

JULIAN HANNABUSS

DIRECTOR OF REVENUE OPERATIONS

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.