Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

Description

Valuecase is an innovative platform that optimizes customer onboarding and sales workflows by creating collaborative work environments that boost teamwork, automate processes, and monitor engagement levels. It features dynamic onboarding schedules complete with due date notifications and designated assignees, significantly minimizing the necessity for manual follow-ups. The system provides 100% automated personalization, showcasing pertinent content and modifying plans autonomously through various parameters. Users benefit from centralized dashboards that offer insights into task management, onboarding status, and customer interaction metrics. Valuecase seamlessly integrates with customer relationship management systems like Salesforce and HubSpot, allowing for effortless data updates and synchronization. Additionally, the platform accommodates multiple content types, such as PDFs, videos, forms, and scheduling applications, enabling users to share resources effectively within a single interface. Fully compliant with GDPR regulations, it guarantees secure monitoring of customer activities. Users can also take advantage of pre-designed best-practice templates and access personalized training and support to maximize their experience. Ultimately, Valuecase aims to enhance operational efficiency and improve customer satisfaction through streamlined processes.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Calendly No 
Google Docs No 
Google Drive No 
Google Forms No 
Google Meet No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
Loom No 
Make No 
Microsoft Teams No 
Pipedrive No 
Slack No 
Typeform No 
Vidyard No 
Vimeo No 
YouTube No 
Zapier No 
Zoom No 

Integrations

Salesforce Yes 
Calendly Yes 
Google Docs Yes 
Google Drive Yes 
Google Forms Yes 
Google Meet Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
Loom Yes 
Make Yes 
Microsoft Teams Yes 
Pipedrive Yes 
Slack Yes 
Typeform Yes 
Vidyard Yes 
Vimeo Yes 
YouTube Yes 
Zapier Yes 
Zoom Yes 

Pricing Details

$20 per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Precursive

Country

United Kingdom

Website

www.precursive.com

Vendor Details

Company Name

Valuecase

Founded

2021

Country

Germany

Website

www.valuecase.com

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Resource Management

Capacity Management No 
Data Visualization No 
Demand Forecasting No 
Drag & Drop No 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking No 
Utilization Management No 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

Alternatives

Alternatives

Mission Control Reviews

Mission Control

Aprika Business Solutions
Float Reviews

Float

Float.com
Clustdoc Reviews

Clustdoc

Clust Technologies