CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING

Onboard your customers faster, all within Salesforce

COMPANIES USE OUR EASY AND INTUITIVE SALESFORCE APP TO

ONBOARD CUSTOMERS FASTER

1/1

SEE SUCCESS FASTER

Execute repeatable playbooks to simplify customer onboarding.

Share your plan with the customer and improve time to value.

Know where you are with each customer to increase performance.

 

Step #1: Create onboarding playbooks, tailored to your company & customer

REPEATABLE ONBOARDING PLAYBOOKS

42% of Customer Success managers are unhappy with their onboarding process

Playbooks help you to simplify customer onboarding and create consistency in how you get started with customers

KEY FEATURES:

Map onboarding plans to the products or services that you sell

A. Implementation Templates

B. Project Management

Get everyone on the same page about what’s happening and your timelines

Adjust plans as needed and see the future impact of these changes

C. Gantt & Kanban

PATRON ENSURES IMPLEMENTATION PROJECTS RUN SMOOTHLY
"HAVING PRECURSIVE OBX HAS DEFINITELY HELPED US TO SCALE AND HAS REDUCED OUR BASELINE TIMES BY AROUND 50%"
 

Step #2: Map out the plan and share with colleagues & customers

CUSTOMER COLLABORATION

Hyper-growth companies are 25% more likely to be investing in onboarding

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

Let customers know when you reach project milestones

Sharable links to let people view what's happening but control who sees what

KEY FEATURES:

A. Project Notifications

B. Online Access

C. Document Sharing

Send documents back-and-forth easily and securely

PATSNAP NEEDED A PROJECT MANAGEMENT APP ON SALESFORCE
“WE CAN GET VISIBILITY OF WHERE CUSTOMERS ARE AT DIFFERENT  STAGES AND SEE WHERE CUSTOMERS ARE IN THE PIPELINE EFFECTIVELY.”
 

Step #3: Improve and scale by analyzing what works best

REAL-TIME, INSTANT REPORTS

Spreadsheet users report the lowest levels of satisfaction across onboarding solutions

Accurate information helps you plan better, get started quicker and stay ahead of customer demand

KEY FEATURES:

Get everyone on the same page with dashboards showing trends

Understand progress across all customers to stay on top of changes

A. Dashboards

B. Analytics

C. Forecasting

See when you can start and predict when you could have capacity crunches

SIGNICAT IMPROVES TIME-TO-VALUE WITH PRECURSIVE
"OBX  HELPED US TO ORGANIZE OURSELVES BETTER, KEEPING TRACK OF WHAT IS HAPPENING"

WHAT PEOPLE SAY

“We're able to increase our throughput of work and improve our capacity planning which is great news.” 

SIMON KEYES

ARQIVA