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PARTNERING SERVICE DELIVERY AND PROJECT MANAGEMENT TO MAXIMIZE EFFICIENCY

Alloy solves the identity risk problem for banks and fintech companies. They help clients onboard their customers, make credit decisions and monitor transactions in a way that maximizes conversion, minimizes fraud and compliance risk, and reduces manual intervention.

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INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

FINTECH

MID-MARKET

UNITED STATES

FINANCIAL SERVICES

600

129% GROWTH

Increased company headcount

INCREASED CAPACITY

Project managers can now manage 12-20 projects

DELIVERY

Services can delivery larger programmes of work in the same time

THE CHALLENGE.

Alloy found the manual effort for their services team was too high. This paired with a lack of reporting capability on key KPIs and metrics meant they could not see launch times and patterns in delivery. The services team grappled with an overwhelming manual workload, causing a substantial bottleneck in operational efficiency

OUR SOLUTION.

Precursive helps Alloy to build and refine project templates over time, ensuring streamlined processes, improved efficiency, and consistent delivery of high-quality results for future projects.

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OPPORTUNITY CREATION
Manage customer data

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LEAD MONITORING
Forecasting and nurturing leads

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QUOTE MANAGEMENT
Sales of products and services

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PROJECT MANAGEMENT
Schedule & manage teams, allocate activities & tasks

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CAPACITY PLANNING
Manage teams, forecast capacity crunches, automate notifications

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REVENUE MANAGEMENT
Monitor budgets & costs, recognise revenue, track T&E

PRECURSIVE IMPACT.

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Greater transparency with Precursive's time tracking

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Higher AOV with continued consistent delivery times

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Greater visibility for customers with detailed project plans

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"What drove it for us was Precursive's integration with Salesforce, solved both problems - incorporate project plans into the Salesforce ecosystem and access to existing data, i.e. revenue of each client. In addition to that, the ability to share information out easily through Salesforce dashboards and reports. We know that the data is reliable. It allowed us to scale, and we now have 10 implementation managers managing over 100 implementations at one time."

JAMES ASHTON

DIRECTOR OF PROFESSIONAL SERVICES

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.

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

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

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