Taskfeed

Taskfeed is a project and process management application built on the Salesforce platform, designed to elevate customer onboarding experiences for customer-oriented businesses. By creating repeatable and scalable onboarding processes, Taskfeed ensures each customer achieves success and receives an outstanding first impression. Precursive, an all-in-one Professional Services Automation (PSA) platform also native to Salesforce, complements Taskfeed by helping companies plan, forecast, and efficiently track projects to accelerate time to value, improve service delivery, and increase revenue and margins. It enables seamless alignment between sales and services teams with no integration gaps or data silos, managing the flow of hours and annual recurring revenue (ARR) throughout the customer lifecycle from bookings to revenue recognition. Precursive transforms professional services by making them easier to sell, price, and attach to deals, improving attach rates and speeding up quotations. It supports standardized, outcome-focused project delivery that enhances speed, quality, and advances ARR recognition. The platform offers real-time reporting and dashboards on service bookings, revenue, and profitability, enabling swift action on performance insights. Customer engagement is enhanced through Precursive’s customer workspace, a portal that facilitates interaction throughout implementation and ongoing service engagements. It consolidates context from Precursive, Salesforce, and calls to generate project summaries and insights that keep teams aligned, feeding project data into chosen large language models for advanced analysis. Users have reported substantial benefits such as automated project setup and skills/location-based resourcing saving hundreds of hours, enabling high on-time delivery rates, and transforming services from a cost center into a profit center. Precursive’s ease of use, clean user experience, and 100% Salesforce-native architecture contribute to high adoption rates. Moreover, the introduction of PRECURSIVE AI enhances service team scaling by identifying risks and growth opportunities, enabling smarter project management, and aligning sales, services, and customer success on upsell opportunities tied to service delivery. AI and automation have delivered significant cost savings, improved customer satisfaction (CSAT), accelerated time to value, and faster revenue recognition. Precursive supports consolidation of multiple business units into a unified Salesforce environment, streamlining service implementation across organizations. Additionally, users benefit from the Service Delivery Alliance, a network of professional services leaders that fosters strategy discussions and sharing of best practices for growing professional services teams. In summary, Taskfeed and Precursive together empower businesses to plan, track, and forecast professional services projects to maximize team productivity and project profitability while delivering exceptional customer onboarding and ongoing service experiences on the Salesforce platform.