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HARNESSING PRECURSIVE FOR AN ALL-IN-ONE CLIENT ONBOARDING SOLUTION

Writer: Prachi ShahPrachi Shah

Updated: Jul 3, 2023

With the ever-increasing demands of customers, businesses need to find innovative ways to ensure their customers are successful. It's no surprise that people, collaboration and technology have become essential components in achieving customer success. In this video, we explore how these three elements can be utilized to achieve improved customer success outcomes. We look at how technology can streamline processes and support customer relationships, how collaboration can foster better customer engagement and how people can drive meaningful customer experiences.


Ultimately, this webinar from Precursive x Taskfeed x Gainsight shares insights on how people, collaboration and technology can work together to deliver successful customer success initiatives.


To find out more about how our project and resource management software works, head over to https://www.precursive.com/products-resource-management.


DISCOVER THE ULTIMATE CLIENT ONBOARDING SOLUTION

Precursive joined forces with Gainsight to deliver our ‘State of Customer Onboarding and Capacity’ webinar. Our speakers for this session were Adam Joseph (Director of Customer Success, Gainsight), Jonathan Corrie (CEO, Precursive) and Andy Mahood (CTO, Precursive).


Built on insights driven from our far reaching industry research involving the world’s most innovative and fast-scaling businesses, we cover:-

  • The anatomy of a world-class onboarding operation and how you can replicate it

  • The benefits of the perfectly optimized Playbook and how to build yours

  • The way that better capacity management allows businesses to scale

  • The Customer Onboarding maturity scale and where your organization sits


CHAPTERS

0:00 - 4:25 - Introductions

4:25 - 6:05 - Importance of Customer Success

6:05 - 7:55 - Building an Agile Workforce

7:55 - 9:40 Research on Customer Onboarding

9:40 - 10:14 - Lessons for Customer Success

10:14 - 14:50 - People

14.50 - 21:48 - Collaboration

21:48 - 29:18 - Technology

29:18 - 32:39 - Conclusion

32:39 - 50:00 - Q&A




 

DISCOVER HOW TO CHOOSE THE BEST ONBOARDING SOFTWARE

Want to know more? Request a demo here, or contact us at hello@precursive.com.

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