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Precursive Personas

ONBOARDING SOFTWARE WITH PRECURSIVE

Organize work and collaborate with customers.

PRECURSIVE IS TRUSTED BY.

WHY ARE ONBOARDING MANAGERS IMPORTANT?

Onboarding managers have to take responsibility for the implementation process and activities here can impact across the whole delivery process. Therefore they need to ensure that everyone involved in the project understand the objectives and outcomes required by the customer.

For that, they need a reliable planning tool that creates a process that can be utilized by customers and employees alike.

CHALLENGED FACED BY ONBOARDING MANAGERS

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Admin time

Poor project delivery

Inconsistent project management

Team complaining about tools

Customers demanding a better view of the work (lack of visibility)

Admin time


Poor project delivery


Inconsistent project management


Team complaining about tools


Customers demanding a better view of the work (lack of visibility)

HOW PRECURSIVE’S CLIENT ONBOARDING SOFTWARE CAN HELP ONBOARDING MANAGERS

Precursive’s onboarding software brings with it a whole host of capabilities.

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TEMPLATES & AUTOMATION

Create a repeatable process for customer onboarding mapped to products you sell.

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CUSTOMER COLLABORATION

Share project plans with your customer including the tasks they need to complete.

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ONBOARDING ANALYTICS

Reporting across all key metrics including project progress and time-to-value.

KEY BENEFITS FOR ONBOARDING & IMPLEMENTATION

SCALABLE PROCESS

1

INCREASED VELOCITY

2

IMPROVED QUALITY

3

MORE VALUE

4

WHAT PEOPLE SAY

[Precursive’s] ability to support different onboarding programs through customisable templates, along with tracking our ability to meet customer expectations throughout the project lifetime forms a key part of our customer experience.

JULIAN HANNABUSS
Director of Rev Ops, PROCURIFY
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MAKE THE BEST FIRST IMPRESSION WITH YOUR CUSTOMER USING ONBOARDING SOFTWARE FROM PRECURSIVE.

PS CONTENT BY PS LEADERS.

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