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Precursive Pillars

IMPLEMENTATION SERVICES: A PRECURSIVE GUIDE

WHAT ARE IMPLEMENTATION SERVICES?

Implementation, and similar onboarding services typically to the SaaS industry or their IT consulting partners, describes the adoption and integration of a software application or tool into an established business workflow. These processes can often be complex and require preliminary assessments of budget, business needs, and goals. Once an organization has a SaaS implementation plan in place for the new software, the implementation process can begin.

BEST PRACTICES FOR ENCOURAGING SUCCESSFUL IMPLEMENTATION

To avoid financial implications of delayed implementation:

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PLAN EARLY

Create desire for the implementation plan as early as possible. If you don’t build that need from during the sales cycle, the client spark will fade.

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BUILD ALIGNMENT

Clarify the client’s main points, business needs and requirements, and set a clear project scope. Creating an atmosphere of collaboration with the customer will feed success for the entire process.

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INCENTIVISE THE CLIENT

Typically the customer needs to do some work, so provide incentive. Create an implementation plan relative to a client’s schedule, language and goals.

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SOLID COMMUNICATION PLAN

During implementation don’t create long periods of silence between you and your client; create a communication plan that includes regular check-ins.

WHY IS IMPLEMENTATION IMPORTANT?

The implementation process plays arguably the most important role in the software development process. For starters, it is crucial for client enablement that a project continues to move forward. It can be easy for a project to slow down due to poor planning or execution, resulting in various setbacks and internal delays. A detailed implementation process leaves no questions surrounding who is responsible for which task, and the relevant deadlines are accessible to all, with a clearly defined goal from the very start.


Along with communicating goals, a good implementation strategy sets clear priorities, which are typically based on due dates, financial constraints, or employee needs. Deadlines ensure the success of an implementation with realistic due dates, but an organization must be providing its staff with clear steps and resources to guarantee success.

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"With Precursive, we were able to get ahead of capacity and resource requirements before they ever became unmanageable. Precursive OBX would benefit the large majority of SaaS businesses once they have the ability to focus and invest time into their implementation process."

PATSNAP CAN NOW COLLABORATE ON PROJECTS & TASKS WITH CUSTOMERS PROVING A 30% INCREASE IN PRODUCTIVITY PER PERSON.

Emily Kuske.

Director Professional Services | Patsnap

PRECURSIVE MAKES IMPLEMENTATIONS EASY

Customer success starts with customer onboarding. You can build project plans for implementation projects that reduce delays and improve time-to-value. Precursive’s Implementation Delivery Playbooks help you to maximize time-to-value. Onboarding plans are created based on activity within Salesforce. Your onboarding playbooks are mapped to customer segments, products, or your own criteria within Salesforce.

IMPLEMENTATION TEMPLATES

Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.

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Precursive Platform Dashboard

CUSTOMER COLLABORATION

Share implementation plans with customers to help them understand progress, what they need to do next and reduce delays.

KPI REPORTING

Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.

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Precursive Consulting Portfolio Dashboard

ANALYTICS & DASHBOARDS

Make better decisions about projects, people and customers with trend analysis and tailored business reports in Salesforce.

FURTHER RESOURCES 

Improve your time-to-value with Precursive PSA.

PRECURSIVE PSA

Learn about implementations & how it can help your organization.

PRECURSIVE BLOG

Master revenue recognition with our useful field guide

PRECURSIVE TOOLKIT

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

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

Salesforce Admin

Extend the power of Salesforce

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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

Podcast

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

Press

Precursive in the news

Webinars

Watch anytime, anywhere, on-demand

Research

Industry trends and benchmarking

Events

Stay in the loop of what Precursive is up to

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