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Precursive - Customer Onboarding, Implementation & Project Management
Precursive: Customer Onboarding/Implementation Experience on Salesforce
- Industries
- CommunicationsHigh TechProfessional Services
- Business Need
- CollaborationProject ManagementPeople Management
- Requires
- Sales CloudRevenue CloudExperience CloudRevenue Cloud CPQ
- Compatible With
- Sales CloudRevenue CloudExperience Cloud
Experience faster success with Precursive, the only customer onboarding & PSA solution built natively on Salesforce. Simplify collaboration across sales, services, & customer success with a seamless implementation tool. Gain complete visibility into PM.
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
Provider Details
Precursive*
London, UK
Precursive is the AI-powered PSA platform that powers services-led growth for the world's best services teams. Built 100% native to Salesforce, Precursive connects demand with delivery, improves execution and grows recurring revenue - so services becomes a driver of profit, not a cost center. With resource management and project management built-in, Precursive helps professional services leaders forecast demand and capacity, get the right people on the right projects, run delivery to plan, and report on services P&L. Board-ready visibility and AI insights spot risk and protect margin before it slips. Trusted by fast-scaling companies including Cox Automotive, LaunchDarkly, PagerDuty and Relias. 100% Salesforce native means teams collaborate from anywhere, in a single platform, with no integration gaps or data silos. Turn services delivery into your growth engine.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
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.
Read-only
$33 USD/user/month
Free trial available for 14 days
Lowest Starting Price
Individual Contributor
$60 USD/user/month
Free trial available for 14 days