Customer Onboarding Software
CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING
Precursive OBX is the Customer Onboarding Salesforce App to help you onboard customers faster
CUSTOMER ONBOARDING SOFTWARE FOR SALESFORCE
SEE SUCCESS FASTER with
PLAYBOOKS
Execute repeatable playbooks to simplify project management and onboard customers faster
COLLABORATION
Share your progress and plans with your customer directly from Precursive
ANALYTICS
Track the performance of all projects and see progress across all customers
ONBOARDING PLAYBOOKS
Customer Onboarding Playbooks, help you improve 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.
Project Management
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt Charts or Kanban Boards.
Work Management
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on their predecessors being completed.
Step #2: Map out the plan and share with colleagues & customers
50% REDUCTION IN ONBOARDING TIME
"HAVING PRECURSIVE OBX HAS DEFINITELY HELPED US TO SCALE AND HAS REDUCED OUR BASELINE TIMES BY AROUND 50%"
SKYE EVANS / CLIENT PROJECT MANAGER
PATRON TECHNOLOGIES
Keep your customers in the know throughout the entire process by sharing your onboarding plan straight from Precursive. No more delays because you are sending a spreadsheet back-and-forth every time the plan changes.
CUSTOMER COLLABORATION
Project Notifications
Let customers know when you reach project milestones. See when delays are happening so you can remove any blockers.
Online Access
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
Planning & Scheduling
Set a baseline to track deliverables against your commitments and if the plan changes, tasks are automatically rescheduled.
NEED 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.”
EMILY KUSKE / CUSTOMER SUCCESS LEADER
PATSNAP
CUSTOMER ONBOARDING ANALYTICS
Create a scalable and repeatable process by analyzing what works best. Get real-time reporting in Salesforce on where you are with every customer. Precursive helps you optimize implementations, reduce delays and increase customer retention.
Reporting
Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.
Analytics & Dashboards
Make better decisions about projects, people and customers with trend analysis in Salesforce.
Forecasting
Know when you can start new projects, forecast and forward plan to avoid capacity crunches.
TIME-TO-VALUE IMPROVED WITH PRECURSIVE
"PRECURSIVE OBX HELPED US TO ORGANIZE OURSELVES BETTER, KEEPING TRACK OF WHAT IS HAPPENING"
SOFI FAHLBERG / VP OPERATIONS
SIGNICAT
WHAT PEOPLE SAY
“We're able to increase our throughput of work and improve our capacity planning which is great news.”
SIMON KEYES
ARQIVA
5* USER RATING
CUSTOMER ONBOARDING RESOURCES & RESEARCH
RESEARCH
Learn from 500 of the world's best companies on best practices for customer onboarding.