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.
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.
OPPORTUNITY MANAGEMENT
Manage & forecast opportunities
SCOPE TRACKING
Business intelligence aggregation
QUOTE GENERATION
Sales of products and packages
CUSTOMER IMPLEMENTATION
Templated onboarding plans
CAPACITY MANAGEMENT
Task assignment & tracking delays
PROJECT MANAGEMENT
Project planning and costings
PRECURSIVE IMPACT.
Improved time-to-value
Reduced churn due to predictive data from OBX
Reduced admin for professional services team across project delivery
"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
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.
WHY PRECURSIVE.
IT & Professional Services
FinTech
Communications