BETTER CUSTOMER ONBOARDING FOR GLOBAL LEADERS IN R&D / IP INTELLIGENCE
PatSnap's connected innovation intelligence platform brings together millions of R&D and IP datasets to allow their customers to connect the dots, increase productivity and innovate more effectively.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
SOFTWARE AND SAAS
MID-MARKET
SINGAPORE
COMPUTER SOFTWARE
450
CAPACITY
30% increase in productivity per person
TIME TO VALUE
Faster to value
GROWTH
25% YOY growth
THE CHALLENGE.
PatSnap wanted to ensure better collaboration both internally and externally. The team needed to structure the way they were managing their global implementation to ensure consistency. With a requirement for better tracking and reporting on time and resources and manage it all from Salesforce.
OUR SOLUTION.
PatSnap manages customer onboarding tasks with Precursive in Salesforce. Teams collaborate on projects and tasks and with their customers to improve time-to-value (TTV). Precursive OBX is integrated with Gainsight for a single source of truth and customer 360.
OPPORTUNITY MANAGEMENT
Manage & forecast opportunities
SCOPE TRACKING
Business intelligence aggregation
QUOTE GENERATION
Sales of products and packages
CAPACITY MANAGEMENT
Progress & task completion monitored, forecast capacity crunches
CUSTOMER IMPLEMENTATION
Templated onboarding plans and managing process
ONBOARDING PLAYBOOKS
Benchmarking time-to-value and progress
PRECURSIVE IMPACT.
Time to value significantly reduced
30% capacity increase per person via adopting OBX
Project planning and task allocation in OBX
"As we scaled we knew we needed to track certain metrics. With Precursive OBX we were able to get ahead of capacity and resource requirements before they ever became unmanageable. Precursive OBX would benefit the large majority of SaaS businesses once they have the ability to focus and invest time into their implementation process."
EMILY KUSKE
CUSTOMER SUCCESS LEADER
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
