Built on Salesforce Precursive OBX
Precursive OBX
11 min read

Table of Contents

Built on Salesforce Precursive OBX
Precursive OBX
11 min read

Table of Contents

Precursive OBX

1. Introduction

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Cloud Coach Ultimate
Cloud Coach Ultimate
Cloud Coach Enterprise
Cloud Coach Enterprise
CLOUD COACH TEAM
CLOUD COACH TEAM
CLOUD COACH STARTER
CLOUD COACH STARTER

A six year app on the AppExchange, Precursive OBX came about from the merger in 2020 of Taskfeed and Precursive bringing together Taskfeed’s task management features with Precursive’s resource management feature set as a combined Customer Onboarding solution.. Beyond the Cloud Coach Team comparison below, similar solutions to Precursive OBX built on Salesforce, that you might want to consider are Inspire Planner and TaskRay.

Read on to see our side by side comparison between the Cloud Coach Team tier and Precursive OBX.

2. Plays Nice With Salesforce

Cloud Coach

Cloud Coach is built 100% natively on the Salesforce platform and offers seamless connection to Salesforce Sales and Service Clouds, meaning you can:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals

 

Importantly with Cloud Coach your data is stored and managed 100% on Salesforce, so you don’t need to worry about data security issues.

Precursive OBX

Precursive OBX is also built natively on the Salesforce platform, so you get access to all the same capabilities as described to the left with Cloud Coach, including:

  • Links to accounts, opportunities & cases
  • Ability to add custom fields
  • Configure your page layouts & displays
  • Create your own custom reports and dashboards
  • Implement point and click custom Workflows & Approvals
goal

Cloud Coach
1 v 1
Precursive OBX

Plays Nice With Salesforce - Opinion

Result: Tie

If you want a solution that works seamlessly on Salesforce, there’s not a lot to separate between these two solutions. One difference is that Cloud Coach requires your Salesforce Org to be Enterprise edition or above, while Precursive OBX will run on Salesforce Professional edition favoured by many smaller businesses.

3. Project Management

Cloud Coach

Cloud Coach has a strong set of feature support for project management including:

  • Waterfall Projects
  • Agile (Kanban) Projects
  • Water-Scrum-Fall
  • Project Templates
  • Project Health Views

Precursive OBX

Precursive OBX has a broad set of project management feature support that will satisfy most the needs of most SMBs including:

  • Gantt or Agile Board views
  • Project Templates
goal

Cloud Coach 2 v 1 Precursive OBX

Project Management - Opinion

Result: Cloud Coach

If you’re currently looking for, or might need in the future more flexible project management functionality, there’s by some distance more project management capability available to your team with Cloud Coach than with Precursive OBX.

4. Resource Management

Cloud Coach

Managing people, resources and skills is key to the success of any organization, and a key piece of functionality in any professional services automation (PSA) solution, here Cloud Coach has extensive capabilities including:

  • Capacity Planning
  • Project Assignments by Work Type / Skill
  • Soft & Hard bookings
  • PTO & Out of Office Handling

Precursive OBX

Precursive OBX leverages the Precursive resource management capability which has nice support for:

  • Drag and Drop Resourcing
  • Project Assignments by Work Type
  • Non Project Resource Assignments
  • PTO & Out of Office Handling
goal

Cloud Coach
3 v 2
Precursive OBX

Resource Management - Opinion

Result: Tie

Nice resourcing capabilities exist with both these options, meaning your overall decision between these tools is likely to be driven by other areas of functionality in the tool.

5. Time Tracking

Cloud Coach

Tracking time is probably one of your team’s least favorite parts of their workday, but it’s important for your business to track performance against KPIs, here Cloud Coach has support for:

  • Multiple ways for users to enter time
  • Estimated vs Actuals
  • Track time on any Salesforce record
  • Time entry and timesheet approval

Precursive OBX

Precursive OBX does not currently show time tracking on its AppExchange listing.

goal

Cloud Coach
4 v 2
Precursive OBX

Time Tracking - Opinion

Result: Cloud Coach

With only Cloud Coach showing time tracking as a capability, there is only one way to go if this is important in your overall solution.

6. Meetings & Documents

Cloud Coach

Managing documents and meetings are integral to any successful onboarding project, Cloud Coach excels in this space with:

  • Meeting agenda templates
  • Coaching notes
  • Meeting automation
  • File storage against on projects

Precursive OBX

Managing documents and meetings are integral to any successful onboarding project, Precursive OBX provides:  

  • File storage against on projects
goal

Cloud Coach 5 v 2 Precursive OBX

Meeting & Documents - Opinion

Result: Cloud Coach

For any project, you are likely to have any number of meetings, from kick-off meetings, to client updates, and testing reviews. Cloud Coach’s meeting module gives it the clear edge here.

7. Reporting & Dashboards

Cloud Coach

As a Salesforce partner Cloud Coach get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time
  • Reports available on any device
  • Customize reports to your needs
  • Tableau CRM Analytics

Precursive OBX

As a Salesforce ISV partner Precursive OBX also get to leverage all the great reporting and dashboarding capabilities of Salesforce including:

  • Out of the box reports & dashboards
  • Reports available in real time 
  • Reports available on any device
  • Customize reports to your needs
goal

Cloud Coach 6 v 2 Precursive OBX

Reporting & Dashboards - Opinion

Result: Tie

When it comes to the core underlying reporting technology, there’s not a lot to separate between these two solutions, however due to its more extensive overall functionality / capabilities you will have more data to report on and act on, with Cloud Coach.

8. Implementation & Tailoring

Cloud Coach

Implementing a PSA solution in your business is something that you’re going to want to do by engaging a professional consulting team. Cloud Coach or one of its certified partners can help with this.

Precursive OBX

In contrast, organizations can implement Precursive OBX themselves, or can leverage one of Precursive OBX’s partners for implementation assistance.

goal

Cloud Coach 6 v 3 Precursive OBX

Implementation & Tailoring - Opinion

Result: Precursive OBX

If you’re looking for a self implementation solution, then Precursive OBX is your winner here, however professional implementations often deliver far more in long term value than they cost up front, so make sure you carefully consider what is right for your business.

10. Overall Opinion

Although the number of ‘wins’ given to Cloud Coach Team tier may suggest otherwise, Precursive OBX provides a competitive solution for organizations looking to manage projects and onboard customers using the Salesforce platform.  

For smaller teams with simpler needs and smaller budgets, Precursive OBX may often be the more appealing option, however for larger teams and organizations Cloud Coach has the clear benefit of additional product tiers that you can move up to seamlessly as your needs evolve.

11. Other AppEx Apps to Consider

Learn about similar solutions to Precursive OBX and discover more about the capabilities and benefits of the Salesforce platform for PSA, Onboarding & Project Management for your business.

Compare AppEx Apps

Disclaimer

Information contained herein is based on the companies’ posted Salesforce AppExchange listings and other publicly available websites as of the date of this publication.

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