Precursive OBX
About Precursive OBX
When an Opportunity is Closed-Won (or based on activity within Salesforce) a project will be created. Your project plan will be created based on Templates which are mapped to customer segments, products, or your own criteria within Salesforce.
Your plan is scheduled automatically based on your templates. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are rescheduled based on the dependencies defined within the templates.
Keep your customers in the know throughout the entire process by sharing your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.
Key benefits of Precursive OBX
DEFINE REPEATABLE BEST PRACTICE PLAYBOOKS
Projects are created based on activity within Salesforce. Your project plan will be created based on playbooks which are mapped to customer segments, products, or your own criteria within Salesforce.
PLANNING AND SCHEDULE WITH DEPENDENCIES
Your project plan is scheduled automatically. Set a baseline to track how your team is delivering against your commitment to the customer. As the plan changes Tasks are automatically rescheduled based on the dependencies defined within the templates.
SHARE WITH YOUR CUSTOMER
Keep your customers in the know. Share your project plan straight from Taskfeed. It’s as easy as sharing a link. No more sending a spreadsheet back-and-forth every time the plan changes.
100% NATIVE
Taskfeed is built entirely on the Salesforce platform. This means you extend Taskfeed using the same capability your use to customize Salesforce, including creating custom fields, workflow, automation and much more.
TASKFEED SOLUTIONS
Manage your projects in Salesforce related to your Account, Opportunities, Cases and Custom Objects.
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Reviews
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- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
This is a good option to reduce email noise for teams by pushing team collaboration to...
Reviewed on 2018/03/14
Improved team collaboration when they actually use it!
Improved team collaboration when they actually use it!
Pros
I really like the templates and reporting ability. Being able to auto assign tasks out to individuals on the opportunity team based on roles gives each member a good indication of their to do list. Being able to drag and drop predecessor tasks and see the impact on the rest of the project makes aligning the actions with the teams deadlines simple. Using views to be able to manage tasks on team meetings and taking notes real-time in the feed has removed the need to send separate minutes and ensures everyone remembers what was discussed in the previous meeting.
Cons
I would really like to see this be more mobile friendly. Being able to log in directly to the app while the team is out and about would be a good way to improve user uptake. Like any new system getting team members bought into the benefits has been the biggest challenge especially for team members who don't use SalesForce for their normal activities.
- Industry: Computer Software
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Good Project Management and Time Tracking Tool
Reviewed on 2023/05/05
It took us some time to migrate our data to the tool but once done we had access to detailed...
It took us some time to migrate our data to the tool but once done we had access to detailed reports on the various Projects and their current state. We were able to pinpoint the pain points of the derailed projects as we got access to the lifespan of individual tasks in Projects.
Pros
It has very good tracking not just for the Project but the individual tasks that are created within. We can track our time on individual tasks instead of only the Project Phases as provided by most of the Project Management tools
Cons
Providing access to the Client on the platform is not very seamless as the team would want to segregate the Client sharing information and internal only information.
Precursive OBX FAQs
Below are some frequently asked questions for Precursive OBX.Q. What type of pricing plans does Precursive OBX offer?
Precursive OBX offers the following pricing plans:
- Starting from: US$40.00/month
- Pricing model: Subscription
- Free Trial: Available
From $40/month per user, billed annually
Q. Who are the typical users of Precursive OBX?
Precursive OBX has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Precursive OBX support?
Precursive OBX supports the following languages:
English
Q. Does Precursive OBX support mobile devices?
Precursive OBX supports the following devices:
Q. What other apps does Precursive OBX integrate with?
We do not have any information about what integrations Precursive OBX has
Q. What level of support does Precursive OBX offer?
Precursive OBX offers the following support options:
Email/Help Desk
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