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Customer Experience Portals

PRECURSIVE
CUSTOMER WORKSPACE.

Avoid roadblocks by establishing clear expectations with project collaborators from the outset.
Improve accountability across projects with shared dynamic project plans and real-time updates.

PRECURSIVE IS TRUSTED BY.

WHY IS IT BETTER TO MAKE IT IN SMALL STEPS?

CUSTOMER WORKSPACE FOR SERVICES DELIVERY.

Precursive Customer Workspace provides service delivery teams a secure platform to collaborate with customers. Build a branded and fully customised portal where customers can contribute to projects, access support cases, or navigate to key resources like the knowledge base. 
 

Collaborating in real-time with your customers allows your team to build a foundation of trust from the very start.
 

Share project milestones, assign tasks directly to customers, and review documentation all in one place to keep projects at pace.

Customer Workspace Video

HOW?

Once we understand “Why” it is beneficial to invest time and effort in this change, there you can ask “How?”. In this case “How to break-down rollout of Customer Workspace into smaller steps?”.

INTERNAL FACTORS

BUILD A REPUTATION FOR DELIVERY EXCELLENCE.

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EFFORTLESS EXPERIENCE

Atlantic Technologies has total control of their billings, revenue forecasting with improved cashflow.

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FASTER
TIME-TO-VALUE

Polsource finance team reduces end of month invoicing reconciliation to less than 4 days.

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REAL-TIME COLLABORATION

Financial forecasting for BI Consultancy P3 giving them a clear view of future income.

COLLABORATE EASILY WITH CUSTOMERS.

CUSTOMER PORTAL.

Share dynamic project plans in your branded customer portal to provide full visibility across projects.

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SHARE DOCUMENTATION.

Say goodbye to long email threads. Provide a secure space for customers to upload key information to be reviewed directly by your team.

COLLABORATE & COMMUNICATE.

Assign project tasks to customers, highlighting those ready to get started. Then, update the team - all within the Customer Workspace portal.

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RISKS AND ISSUES LOG.

Highlight and monitor any project risks in a collaborative way, tracking time to resolution for your customers.

PATSNAP 
INCREASES PRODUCTIVITY BY 30%

"With Precursive we're able to get ahead of requirements before they become unmanageble."

EMILY KUSKE. 

Senior Manager - Professional Services | Patsnap 

IMPACT OF PRECURSIVE CUSTOMER WORKSPACE.

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Decrease time spent manually updating customers on project progress

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Increase customer collaboration leading to faster time to value

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Improve customer visbility and understanding of your onboarding process

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Move away from implementation documentation being hidden in email chains

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Allow your customer to self-serve with real-time updates available on demand

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Provide checklists for customers to measure time needed for each of their tasks

FURTHER RESOURCES FOR CUSTOMER COLLABORATION.

BEST PRACTICES

Watch our quick video on best practices to get the most of your Customer Workspace.

BLOG

How can customer collaboration be improved?
Read our blog to find out. 

FAQs

Have questions about eligibility, licenses or collaboration? Check out our FAQs for more.  

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

Webinars

Watch anytime, anywhere, on-demand

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

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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