top of page
Search

PROFESSIONAL SERVICES DELIVERED WITH GAINSIGHT + PRECURSIVE = CUSTOMER SUCCESS FOR PATSNAP

Updated: Oct 10, 2023

Professional Services Hero | HAYDEN MUNT


Hayden Munt Professional Services lead from Patsnap


Hayden and the team at PatSnap use Precursive OBX in conjunction with Gainsight to connect Customer Success, Onboarding and Professional Services on the Salesforce platform.


The result is stellar customer experience and outcomes.



HAYDEN MUNT, TEAM LEADER, UK PROFESSIONAL SERVICES, PATSNAP


PatSnap are the global leaders in R&D and IP Intelligence. Their connected innovation intelligence platform brings together millions of relevant datasets to allow their clients to connect the dots, increase productivity and innovate more effectively. Hayden’s role is to work with his UK and international colleagues to provide the best experience possible for the PatSnap client, constantly iterating upon and improving the way in which this SaaS business delivers their professional services.


WHY IS HAYDEN A PROFESSIONAL SERVICES HERO?

We are always thinking about what’s the best experience for the client, and now we have all the data we need to work out how we should change the client journey.

Hayden is committed to using data to improve Professional Services at PatSnap. By putting together the power of Precursive OBX alongside the weight of CS platform Gainsight, his team delivers better outcomes more efficiently.


USING GAINSIGHT AND OBX FOR BETTER OUTCOMES

With Account Managers working in Gainsight and the Professional Services team managing their client’s projects and delivery on OBX, the fact that both technologies operate on the Salesforce platform means that the two teams can leverage the data across everything they do via shared dashboards, views and reports, from any location.


Salesforce and Precursive are great platforms for Professional Services. Via the shared dashboards, you can immediately see the rate, how long the project took etc. It’s all the key information in one place. No more emailing the Account Manager for this information - that's just inefficient. With just one place to get your Customer Success and your project data, there’s no back and forth.

WHY IS THAT IMPORTANT?


In short, this is about greater visibility of information that ultimately drives excellent client service and, ultimately, customer success.


I need to see the bandwidth of the project managers and that's really easy to do.

Not only delivery capacity though, in addition the team can see key data such as:-


  • At what stage every customer is at in their lifecycle

  • What services they have received

  • Are they happy and if not, why not?

  • Are there any red flags that need to be addressed?

  • How can the process be improved across the business as a whole?

COMING UP NEXT

After an ambitious beginning at PatSnap, Hayden is looking forward to taking the Professional Services team from strength to strength, retaining their position as number one in the IP and R&D connected innovation sector.


AND FINALLY, SOMETHING YOU WOULD NEVER GUESS ABOUT HAYDEN...


As a former film production professional, Hayden has experienced life in front of the camera too, taking a role in the 2018 biographic film Stan & Ollie.


Currently, he has no plans to pursue his career in slapstick :)


 

If you would like to learn more about delivering stellar Professional Services projects on the Salesforce platform, take a look at our playbook ‘Managing Projects Remotely on the Salesforce Platform’.

Comments


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.

Asset 27.png

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! 

Asset 22.png

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. 

Asset 18.png

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.

Asset 17.png
PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

Asset 20.png
RESOURCE MANAGEMENT

Staff projects faster with resource planning

Asset 21.png

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