top of page

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.

torrent_consulting_resized.png
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.

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

CUSTOMER IMPLEMENTATION
Templated onboarding plans

Opportunity Management.png

CAPACITY MANAGEMENT
Task assignment & tracking delays

Opportunity Management.png

PROJECT MANAGEMENT
Project planning and costings

PRECURSIVE IMPACT.

4_Happy.png

Improved time-to-value

Team.png

Reduced churn due to predictive data from OBX

Tetris 2.png

Reduced admin for professional services team across project delivery

Quote_Peri.png

"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."

JULIAN HANNABUSS

DIRECTOR OF REVENUE OPERATIONS

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST. DELIVER. GROW.

BY SOLUTION.

Asset 17.png
PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

Asset 20.png
RESOURCE MANAGEMENT

Staff projects faster with resource planning

Asset 21.png

PROJECT MANAGEMENT

Improve your implementation experience

BY INDUSTRY.

BY PERSONA.

IT & Professional Services 

Mobilize people & projects

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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.

Asset 27.png

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

Find the right consultants, integrations and solutions for your business.

Partners & Integrations

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! 

Asset 22.png

PRECURSIVE PRODUCTS.

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. 

Asset 18.png

Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.