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
ONBOARDING PLAYBOOKS
SEE SUCCESS FASTER with
Execute repeatable playbooks to simplify project management and onboard customers faster
Share your progress and plans with your customer directly from Precursive
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.
Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.
IMPLEMENTATION TEMPLATES
PROJECT MANAGEMENT
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.
WORK MANAGEMENT
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
Step #2: Map out the plan and share with colleagues & customers
CUSTOMER COLLABORATION
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.
PROJECT NOTIFICATIONS
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
ONLINE ACCESS
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
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.
Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.
REPORTING
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.
FORECASTING
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
5* USER RATING
WHAT PEOPLE SAY
“We're able to increase our throughput of work and improve our capacity planning which is great news.”
SIMON KEYES
ARQIVA
CUSTOMER ONBOARDING BLOGS & RESEARCH
