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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. 

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

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

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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.

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.

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GAIN BETTER VISIBILITY & CONTROL OF PROJECTS.

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

GET THE RIGHT PEOPLE
ON THE RIGHT PROJECT.

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

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THE SERVICES DELIVERY CLOUD FOR SALESFORCE.

HOW CUSTOMERS BENEFIT FROM PRECURSIVE

45% faster
time-to-value

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10% increase
in utilization

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$1M
cost saving

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+ $60M

revenue realization

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50% less
over-servicing

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100%

billing accuracy

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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

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Salesforce Tools
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BUILT FOR EASE OF USE 
AND
ADOPTION

With a 5* user rating

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WHO IS PRECURSIVE PSA FOR?

UPCOMING EVENTS

LEARN ABOUT PROFESSIONAL SERVICES AUTOMATION ON SALESFORCE.

PLAN. TRACK. FORECAST.
WITH PRECURSIVE

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast