FIXING THE DISCONNECT BETWEEN ASANA & SALESFORCE
Patron Technology provides industry-leading technology that enables its live event customers to create deeper and more profitable relationships with their ticket buyers, fans, and supporters.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
SOFTWARE AND SAAS
SMB
UNITED STATES
SaaS
100
UNIFIED
Client experience all from Salesforce
REAL-TIME
Customer collaboration
TRACK
Pipeline to proactively plan ahead
THE CHALLENGE.
Patron found that as client requirements become more complex they needed a solution to help manage the process. They started using Asana, however, the difficult of managing between Salesforce and Asana became difficult to manage and created a silo.
OUR SOLUTION.
Patron use Salesforce to communicate with their customers and implementation data is now all in one place having switched to Precursive OBX. Biggest improvement is being able share the project status with clients at a click and have them invested in their own project.
OPPORTUNITY MANAGEMENT
Manage & forecast opportunities
SCOPE TRACKING
Business intelligence aggregation
QUOTE GENERATION
Sales of products and packages
PROJECT MANAGEMENT
Plan, manage and allocate projects, customer collaboration
CAPACITY PLANNING
Schedule teams, forecast capacity crunches, automate notifications
REVENUE MANAGEMENT
Monitor budgets, track time & expenses
PRECURSIVE IMPACT.
No more lost data in switching between Asana and Salesforce
Increased customer satisfaction as they are part of the plan
Understand implementations better through seeing how Precursive implements
"We're able to share the project plan with the client, which allows our clients have more ownership in the project, see it in real-time and where issues might arise making them more responsive in the process"
SKYE EVANS
CLIENT PROJECT MANAGER
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
