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

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ONBOARDING PLAYBOOKS

SEE SUCCESS FASTER with

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Execute repeatable playbooks to simplify project management and onboard customers faster

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Share your progress and plans with your customer directly from Precursive

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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

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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

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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

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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

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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

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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

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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

TRY PRECURSIVE CUSTOMER ONBOARDING SOFTWARE NOW TO SEE SUCCESS FASTER

 

CUSTOMER ONBOARDING BLOGS & RESEARCH

Playbooks, toolkits, webinars, customer stories, events, press and more

CHECK OUT OUR OTHER SOFTWARE TOOLS FOR SALESFORCE OR COMPARE THEM ON OUR PRICING PAGE