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Precursive OBX
Was ist Precursive OBX?
Bringe deine Kunden schneller an Bord. Wenn deine Salesforce-Opportunity gewonnen ist, kannst du einfach und automatisch wiederholbare Projekte starten. Deine Projektskizze wird automatisch aus Vorlagen erstellt, die dem Typ der Opportunity oder den Produkten auf deiner Opportunity zugeordnet sind.
Passe den Plan in der umfassenden Drag-and-Drop-Gantt-Ansicht an. Lege eine Grundlinie fest, um den Fortschritt gegenüber einer Verpflichtung zu verfolgen. Teile dann den Plan mit dem Kunden.
Taskfeed basiert auf der Salesforce-Plattform.
Wer verwendet Precursive OBX?
Kunden-Onboarding-Tool, das mittelgroße bis große Unternehmen bei der Umsetzung von Plänen in Salesforce und der Einbettung von Projekten in CRM-Accounts unterstützt.
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Precursive OBX
Bewertungen über Precursive OBX
Great App That Also Accepts Feedback
Vorteile:
This software can really help you improve the management of tasks. The team there is also very open to receiving feedback about things that need to be changed/customized (to make it even better)
Good Project Management and Time Tracking Tool
Kommentare: 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.
Vorteile:
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
Nachteile:
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.
I have worked with taskfeedtask in about 1 year as a project manager.
Vorteile:
That it workes with salesforce. Also the drag on drop functions (when it works) how you can change users when you need to.
Nachteile:
The systems load times. It is very slow. And all the glitches when you try to drag on drop. The way that you make a list boards is not very user friendly. A log that monitors the changes i state and user would be really helpful to insure succes on the different projects.
This is a good option to reduce email noise for teams by pushing team collaboration to salesforce
Kommentare: Improved team collaboration when they actually use it!
Vorteile:
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.
Nachteile:
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.
Very easy to configure and get started with minimum training requirements
Kommentare: Consistent project approach and reports on who are late in doing their tasks so this can be addressed to ensure project remains on schedule.
Vorteile:
Nice GUI with easy access to the tasks and information contained within them. Easy templates can be created for projects that follow the same process each time which saves a lot of time in creating the tasks required. Being a Salesforce based product, integrates well with Opportunities and other Objects. Reports can be generated for many aspects of the project activities.
Nachteile:
Cannot print the Gannt View and exporting/importing from excel or MS Project can be difficult. Can't assign checklist roles to tasks from the template, only post Taskfeed Board creation.