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%
3B WFM - Scheduling, Timesheeting , Time and Attendance
3B WFM helps staffing organizations transform how they manage workforce operations. Whether you’re placing travel nurses, scheduling warehouse shifts, or managing a blended workforce—3B WFM is designed to make you faster, more compliant, and more profitable. - With automated scheduling, client self-service, and smart matching, your team fills shifts before your competitors even respond. - Say goodbye to phone calls, spreadsheets, and follow-ups. From shift orders to onboarding, scheduling, time tracking, and compliance—3B automates the busywork so your staff can focus on people, not processes. - Candidates can easily manage their schedule, submit availability, and accept shifts—on their own time, from any device. The results? Higher engagement, lower attrition. - Give clients full visibility into shift fulfillment, credentialing, and workforce performance. Real-time transparency builds trust and loyalty. - Avoid costly mistakes with built-in compliance tracking. 3B monitors credentials, business rules, and labor regulations—surfacing risks before they become liabilities. -With VMS capabilities and AI workflows, you can handle more volume with fewer resoures
Top keywords
- 3b4×2.40%
- scheduling3×1.80%
- shifts3×1.80%
- workforce3×1.80%
- 3b wfm2×1.20%
- compliance2×1.20%
- shift2×1.20%
- time2×1.20%
