Precursive - Customer Onboarding, Implementation & Project Management

Excellent Tool

Precursive OBX has allowed us to bring visibility to our Executive Leadership Team on our client implementations and where many of them were bottle-necking. We are now able to clearly report on progress and identify areas where the process needs to be improved. Our CSM Daniela has been wonderful to work with!

Great

We consider precursive an important tool to manage and organize our projects. It is part of the workflow and allows our managers to monitor the tasks and activities that must be performed by the analysts. We've been using Precursive for 4 years and the technical service is great. The Precursive client manager who works with our company is very helpful, always suggesting new features and her support is perfect.

Great tool and helpful people

I have been using Precursive OBX for almost 2 years. It is a great tool for getting the full overview of many ongoing projects. The new version of Precursive OBX have a function that makes it easier to create new templates. You can mix the already existing tasks together to a new template, this is great when working with different types of onboardings. The team in precursive provides good help and support, and are great people to work with!

Amazing Tool with an Incredible Customer Service Team

Precursive OBX has been a key component in the efficient onboarding of our clients for the past year. We worked with Nico & Debbie during our trial period, and despite the world just going into quarantine, Nico & Debbie consistently went above and beyond; providing our team with resources, best practices & constant communication. After we were handed off to Tom C. post-setup, and have been in wonderful hands with him & Xavier from their support team ever since! We have really been able to leverage the capabilities of Precursive OBX to deliver a higher quality product in less amount of time. The reporting capabilities on Precursive boards, tasks, and more have proven invaluable when being able to effectively hold our client onboarding team accountable. Using the category feature on tasks as a way to provide cross-functioning surface-level status updates has proven invaluable. Precursive is slowly expanding within internal teams & we're thrilled we found a solution to accommodate so many various use cases and workflows! Massive thanks to the Precursive OBX team for the world-class support & remarkable PM system!

The extra PM tool we needed!

Have been using Precursive OBX for the past 3 years, once set up everything else worked wonderfully! Everyone has always been so helpful and wonderful to work with. The level of support they provide is phenomenal compared to other tools and they take the time to understand what you want to accomplish with the tool. Love how it works seamlessly with Salesforce, allowing Dashboards and Reports to be easy. Keeps everyone on the same page and has become increasingly user friendly while staying flexible for our organization's needs.

Very good PM tool

Have only been using the tool for a few months now however have been very impressed at the functionality from a Project Management perspective. Its good to have a tool that is used globally by multiple teams to achieve the end result needed. There is a lot of functionality I am yet to be enlightened to however expect that it will continue to be a positive experience.

Amazing Tool and Service that drives efficiency within our division

This tool is an integral part of our internal workflow, which enables us to effectively manage various projects throughout the lifecycle of our clients. Being able to closely track specific stages of an onboarding journey ensures we deliver the most bespoke experience for our customers. The multitude of customizable features offered with this solution lends itself to enhanced functionality within our team. Special mention to Anna who has been great support in ensuring our team continuously derives value from the tool.

Excellent package for onboarding customers of our software solution

Taskfeed is an excellent solution for us to manage the onboarding of our customers. Its 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. Even better is our ability through in-depth analysis of the data to make improvements in our processes - shortening the time to go live, while reducing the number of hours we spend.

Great On-boarding + Experience

This tool is very helpful for all the on-boarding that we facilitate for new customers. Our team has had a high level of success with all the features and layout. We're able to make sure that no tasks are missed and deadlines are met. Functionally and aesthetically, this app is a great bolt on.

Simplifying Project Management for our Team

We were looking for an integration that helped us manage Onboarding, Training and Professional Services Projects. With the size of our team and our reliance on SalesForce as our source of truth, Precurisve OBX is the perfect fit for us. Great tool for growing teams! Love that Precursive is built to help our growing teams to now encompass better capacity management.