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CUSTOMER ONBOARDING
BENCHMARK REPORT 2021.

The Precursive Customer Onboarding Benchmark Report is now in its third year and to date has had input from over 500 of the world's best customer success-led companies. The 2021 report is the most comprehensive report to date, highlighting the changing attitudes and heightened  importance of Customer Success.

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Discover:

  • The Onboarding roles that companies are prioritizing to hire in 2021

  • The Onboarding milestones that focus on the outcomes that your customers want

  • Align Onboarding and Services teams around a shared mission to drive more value

  • How to use your Onboarding experience to provide a level of value that your customers would gladly pay for!

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DOWNLOAD REPORT

(by clicking SUBMIT you agree to our T&C's, and to being contacted by a member of our team).

FURTHER CUSTOMER ONBOARDING REPORTS.

2019 REPORT

Download the Customer Onboarding Benchmark report from last year with the new Success Scale and input from Salesforce and Google.

DOWNLOAD HERE

2018 REPORT

Download the Customer Onboarding Benchmark report from 2018 to see the report that started it all! With Foreword by Dan Steinman of Gainsight.

DOWNLOAD HERE

CO PLAYBOOK

Learn how best to shape your customer onboarding within a scaling SaaS firm and contact us to gain access to new toolkits that help you execute on the advice.

DOWNLOAD HERE

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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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.

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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

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! 

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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. 

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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.

PRECURSIVE RESOURCES.

Blog

A vault of knowledge from in-house & guest writers

Podcast

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

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Productizing Services Delivery

Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

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