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Writer's picturePrachi Shah

NO-ONE CARES ABOUT YOUR GO LIVE!

Updated: Nov 29, 2023

CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING



Watch the recording of our webinar with panelists Jay Nathan (Higher Logic) and Peter Wride (Gainsight) and Zoe Woodgate (Precursive) to understand: - What are the key trends for onboarding teams in terms of people, process and technology - How to build repeatable processes for high-touch customers - What Gainsight did to improve their onboarding process to increase NPS - Why Higher Logic focuses on the metrics that matter to enable customers to realize value. 0:00 Welcome, Agenda & Panel Introduction 4:17 Customer Onboarding Benchmark Report overview 8:08 Customer Onboarding: People - with Zoe Woodgate 22:05 Customer Onboarding: Process - with Peter Wride

37:05 Q&A 41:22 Customer Onboarding: Impact - with Jay Nathan 57:00 Q&A 1:02:00 The Future Download your free copy of the report now!

 

Find more industry-led content at Precursive On-Demand.

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BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Find the right consultants, integrations and solutions for your business.

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

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Repeatable & scalable insight on a platter

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Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

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