Precursive OBX - Customer Onboarding, Implementation & Project Management
GET CUSTOMERS LIVE FASTER — ONBOARDING BUILT 100% ON SALESFORCE. Precursive turns customer onboarding into a fast, repeatable, revenue-driving process — so customers reach value sooner and your team scales without adding headcount. 100% Salesforce-native, so onboarding runs where your customer data already lives, with no integration gaps or handoff delays. Onboard faster, every time ✔️ Optimized handover from sales to onboarding — no dropped context ✔️ Tailored onboarding plans created instantly from repeatable playbooks ✔️ Project automation, task management, milestones & dependencies ✔️ Automated scheduling against a baseline to keep every onboarding on track Total visibility, start to finish ✔️ Pre-built dashboards & real-time performance reports ✔️ Project status and all tasks at a glance ✔️ Kanban, plan, calendar & table views with drag-and-drop ✔️ Project hierarchy to prioritize what matters Keep customers engaged and aligned ✔️ Real-time customer collaboration & external plan sharing ✔️ Instant team-sharing from any location Perfect for Client Onboarding, Product Onboarding and Partner Onboarding.
Top keywords
- onboarding9×6.29%
- customer3×2.10%
- customers3×2.10%
- project3×2.10%
- 1002×1.40%
- faster2×1.40%
- keep2×1.40%
- plan2×1.40%
- real-time2×1.40%
- repeatable2×1.40%
External Identity Provider for Salesforce Contacts, Accounts & Custom Objects
# Transform Salesforce Records into Secure Customer Identities Enable customers, partners, vendors, members, students, patients, and other external users to securely access applications using their Salesforce records. Instead of creating Salesforce Users or purchasing additional Experience Cloud or Identity licenses, use Contacts, Accounts, Leads, Person Accounts, and any standard or custom object as digital identities. Transform Salesforce into a Customer Identity and Access Management (CIAM) platform and Identity Provider (IdP) for external authentication and Single Sign-On (SSO). ## Key Capabilities • Authenticate Contacts, Accounts, Leads, Person Accounts, and Custom Objects • SAML 2.0, OpenID Connect (OIDC), OAuth 2.0, and JWT Authentication • Passwordless Login and Magic Link Authentication • Just-In-Time (JIT) Provisioning and User Attribute Mapping • Support for WordPress, Shopify, SaaS, and all external applications ## Common Usecases • Customer Portals • Partner Portals • Ecommerce Platforms ## Benefits • No Salesforce User Licenses Required • Reduce Experience Cloud Licensing Costs • Salesforce as a Single Source of Truth • Secure SSO Across Multiple Applications
Top keywords
- salesforce6×3.95%
- accounts4×2.63%
- applications3×1.97%
- authentication3×1.97%
- customer3×1.97%
- external3×1.97%
- identity3×1.97%
