PLAN.

FORECAST.

TRACK.

PROFESSIONAL SERVICES AUTOMATION
100% NATIVE TO SALESFORCE

Precursive is the PSA platform for Salesforce. Increase revenues and profitability by optimizing all elements of professional services delivery.

WATCH DEMO

Precursive graphic for professional services tetris

PRECURSIVE PSA TRUSTED BY THE WORLD'S BEST SERVICES TEAMS.

1/1

FAST AND FLEXIBLE
PROFESSIONAL SERVICES AUTOMATION & PROJECT MANAGEMENT
FOR SALESFORCE.

RESOURCE MANAGEMENT.

Improve resource allocation by identifying white space quickly.

Get an accurate view of your team's availability and capacity, not just based on the initial project plan, but as it changes.

Explore Resource Management >

THE ONLY SALESFORCE NATIVE
TASK MANAGEMENT TO PSA SOLUTION FOR PROFESSIONAL SERVICES DELIVERY.

Accelerate time-to-value with more consistent services delivery and better resource management to generate more revenue and profit.

Click play to watch how

GAIN BETTER VISIBILITY & CONTROL OF PROJECTS.

Improve the quality and speed of services delivery with better task allocation, time tracking and cost control.

Explore Customer Workspace >

GET THE RIGHT PEOPLE
ON THE RIGHT PROJECT.

Increase utilization and billings by matching people to projects based on skills and availability.

Explore Product Guides >

THE SERVICES DELIVERY CLOUD FOR SALESFORCE.

HOW CUSTOMERS BENEFIT FROM PRECURSIVE

45% faster
time-to-value

10% increase
in utilization

$1M
cost saving

+ $60M

revenue realization

50% less
over-servicing

100%

billing accuracy

EXPLORE INDUSTRY SOLUTIONS

WHAT PEOPLE SAY.

What's best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and it's simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it's 100% Salesforce native is key.

DAYNA GILES.

Director of Operations | Dealertrack

READ CUSTOMER STORIES

Salesforce Tools

BUILT FOR EASE OF USE
AND ADOPTION

With a 5* user rating

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READ APPEXCHANGE REVIEWS

READ G2 REVIEWS

WHO IS PRECURSIVE PSA FOR?

PROFESSIONAL SERVICES LEADERS

Understand the performance of your services team with reporting and dashboards in Salesforce.

Forecast Revenue & Utilization
Track Operational Efficiency
Monitor Customer Health

Impact for Services Leaders >

PROJECT
MANAGERS

Easy to use project management inside Salesforce to plan projects and timelines.

Update RAG Status
Share Project Plans with Customers
Track Budgets & Costs

Impact for Project Managers >

TECHNICAL
CONSULTANTS

Organize project work, collaborate with your team and track time quickly.

Timesheets & Expenses
Manage Tasks & Dependencies
Collaborate with Colleagues & Customers

Impact for Consultants >

DISCOVER USER STORIES

UPCOMING EVENTS

Mon, Oct 16
ARIA Resort & Casino
TSIA World: Envision 2023
Oct 16, 9:00 AM PDT – Oct 18, 3:00 PM PDT
ARIA Resort & Casino, Las Vegas, NV 89101, USA
TSIA World ENVISION presents ideas and inspiration for building a silo-busting culture that will improve efficiency for your organization and impact the growth of annual recurring revenue. More information on Precursive's speaker session coming soon!
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Every 6 Weeks
Virtual Event
Services Delivery Alliance
Every 6 Weeks
Virtual Event
A network of professional services leaders who discuss strategy, operating models, org design, offerings and share best practices on growing professional services teams. Register your interest to become a part of the community.
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