Precursive
Customer Onboarding, Implementation & Project Management
By PrecursiveProject Management
- Rating
- 5.0
- Reviews
- 72
- Pricing
- Paid
- From $33 per user per month
- Listed since
- 2014
About Precursive
Precursive: Customer Onboarding/Implementation Experience on Salesforce
GET CUSTOMERS LIVE FASTER — ONBOARDING BUILT 100% ON SALESFORCE. Precursive turns customer onboarding into a fast, repeatable, revenue-driving process — so customers reach value sooner and your team scales without adding headcount. 100% Salesforce-native, so onboarding runs where your customer data already lives, with no integration gaps or handoff delays.
Onboard faster, every time ✔️ Optimized handover from sales to onboarding — no dropped context ✔️ Tailored onboarding plans created instantly from repeatable playbooks ✔️ Project automation, task management, milestones & dependencies ✔️ Automated scheduling against a baseline to keep every onboarding on track
Total visibility, start to finish ✔️ Pre-built dashboards & real-time performance reports ✔️ Project status and all tasks at a glance ✔️ Kanban, plan, calendar & table views with drag-and-drop ✔️ Project hierarchy to prioritize what matters
Keep customers engaged and aligned ✔️ Real-time customer collaboration & external plan sharing ✔️ Instant team-sharing from any location
Perfect for Client Onboarding, Product Onboarding and Partner Onboarding.
Highlights
- CUSTOMER ONBOARDING Precursive brings award-winning customer onboarding and project management into one 100% Salesforce-native tool. Standardize onboarding with repeatable playbooks so every customer launch is fast, consistent and on-brand.
- IMPLEMENTATIONS See TTV faster - Launch instantly from project templates, run delivery on drag-and-drop Kanban boards, and hand off cleanly from sales to onboarding — so customers reach value sooner and revenue is recognized faster.
- DASHBOARDS & COLLABORATION Track every onboarding at a glance with pre-built dashboards and real-time reports. Keep customers aligned with one-click plan sharing & real-time collaboration, and manage your team's tasks natively to delivery success at scale
Screenshots and videos
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Pricing
Paid, from $33 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Read-only | $33 per user | Monthly | 14 days |
| Individual Contributor | $60 per user | Monthly | 14 days |
Precursive OBX starts from $33 per user per month billed annually. For more info visit precursive.com where you can also book a meeting with one of our friendly staff to understand more.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud
- Experience Cloud
- Requires
- Sales Cloud
- Revenue Cloud
- Experience Cloud
- Revenue Cloud CPQ
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on September 12, 2024
- Industries
- Communications
- High Tech
- Professional Services
- Languages
- English
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