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About
Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.
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About
Valuecase is a platform designed to streamline customer onboarding and sales processes by providing shared workspaces that enhance collaboration, automate tasks, and track engagement. It offers interactive onboarding plans with due date reminders and assignees, reducing the need for manual follow-ups. The platform allows for 100% automated customization, displaying relevant content and adjusting plans automatically through variables. Central visibility is provided through dashboards that track tasks, onboarding progress, and customer engagement. Valuecase integrates with CRMs like Salesforce and HubSpot, ensuring seamless data synchronization. It also supports various content embeds, including PDFs, videos, forms, and scheduling tools, facilitating comprehensive resource sharing in one place. The platform is fully GDPR compliant, ensuring secure tracking of customer activities. Users can start with best-practice templates and receive one-on-one guidance and training.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes searching for an advanced Customer Onboarding solution
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Audience
B2B companies interested in a tool to enhance their customer onboarding and sales processes through automated workflows and improved client collaboration
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$20 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationPrecursive
United Kingdom
www.precursive.com
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Company InformationValuecase
Founded: 2021
Germany
www.valuecase.com
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Categories |
Categories |
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Integrations
Salesforce
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
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Integrations
Salesforce
Calendly
Google Docs
Google Drive
Google Forms
Google Meet
Google Sheets
Google Slides
HubSpot CRM
Loom
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