The Perspective
“What are some of the major trends you are currently seeing in the Financial Services sector?”, “How can technology change the way we work?”, “What was your biggest professional mistake?” In ‘The Perspective’ podcast, we'll be chatting with leaders and professionals in the Salesforce Eco-System, as well as the wider business and technology world. We'll discuss topics around current trends in their industries, what the future may hold for technology moving forward, the impact of digital transformation, and what makes them, as individuals, tick. We will be uncovering tangible business insights, investigating how to drive digital change, discussing how to optimise business processes, and much more. The Perspective is hosted by Colm Barry from Pexlify, a Salesforce Platinum Partner based in Dublin, Ireland.
The Perspective
Episode 3: Customer Success, Onboarding & the Outcomes Era with Jonathan Corrie (Precursive)
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Colm Barry, Elizabeth Keenan, Conor Daly
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Season 1
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Episode 3
In this episode of the Perspective Podcast, Colm chats with Jonathan Corrie, CEO of Precursive.
Precursive is the all-in-one customer onboarding, resource management, and Professional Services Automation tool built natively on the Salesforce Platform.
Colm and Jonathan have a great chat about Customer Success, what Jonathan is currently seeing in the market and how it has evolved over the years.
They also touch on how customer onboarding is impacting customer success and learn why Fintechs are embracing it with open arms.
Jonathan also talks about the 'Outcomes Era' and delves into some of the key trends that he is seeing as companies endeavour to deliver more value to customers at scale.
We hope you enjoy the conversation.