CUSTOMER ONBOARDING SOFTWARE FOR SALESFORCE
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.
Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt Charts or Kanban Boards.
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on their predecessors being completed.
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
Step #2: Map out the plan and share with colleagues & customers
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.
Let customers know when you reach project milestones. See when delays are happening so you can remove any blockers.
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
Set a baseline to track deliverables against your commitments and if the plan changes, tasks are automatically rescheduled.
PLANNING & SCHEDULING
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
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.
Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.
Make better decisions about projects, people and customers with trend analysis in Salesforce.
ANALYTICS & DASHBOARDS
Know when you can start new projects, forecast and forward plan to avoid capacity crunches.
CUSTOMER ONBOARDING BLOGS & RESEARCH