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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 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.

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

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. 

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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.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to