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Precursive Personas

ONBOARDING SOFTWARE WITH PRECURSIVE

Organize work and collaborate with customers.

PRECURSIVE IS TRUSTED BY.

WHY ARE ONBOARDING MANAGERS IMPORTANT?

Onboarding managers have to take responsibility for the implementation process and activities here can impact across the whole delivery process. Therefore they need to ensure that everyone involved in the project understand the objectives and outcomes required by the customer.

For that, they need a reliable planning tool that creates a process that can be utilized by customers and employees alike.

CHALLENGED FACED BY ONBOARDING MANAGERS

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Admin time

Poor project delivery

Inconsistent project management

Team complaining about tools

Customers demanding a better view of the work (lack of visibility)

Admin time


Poor project delivery


Inconsistent project management


Team complaining about tools


Customers demanding a better view of the work (lack of visibility)

HOW PRECURSIVE’S CLIENT ONBOARDING SOFTWARE CAN HELP ONBOARDING MANAGERS

Precursive’s onboarding software brings with it a whole host of capabilities.

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TEMPLATES & AUTOMATION

Create a repeatable process for customer onboarding mapped to products you sell.

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CUSTOMER COLLABORATION

Share project plans with your customer including the tasks they need to complete.

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ONBOARDING ANALYTICS

Reporting across all key metrics including project progress and time-to-value.

KEY BENEFITS FOR ONBOARDING & IMPLEMENTATION

SCALABLE PROCESS

1

INCREASED VELOCITY

2

IMPROVED QUALITY

3

MORE VALUE

4

WHAT PEOPLE SAY

[Precursive’s] 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.

JULIAN HANNABUSS
Director of Rev Ops, PROCURIFY
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MAKE THE BEST FIRST IMPRESSION WITH YOUR CUSTOMER USING ONBOARDING SOFTWARE FROM PRECURSIVE.

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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