CREATING A SINGLE SOURCE OF TRUTH ON SALESFORCE
A Salesforce Platinum Consulting Partner, since 1997, Atlantic Technologies (AT) has been an international leader in the field of digital transformation, consulting hundreds of clients all over Europe, America, Asia, and the Middle East. As an innovative cloud consulting company they pride themselves on offering groundbreaking digital solutions on the Salesforce platform.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
SALESFORCE INTEGRATORS
SMB
ITALY
SALESFORCE CONSULTING
200
100% ACCURACY IN BILLING
And accurate month-end invoicing
10 - 20 PROJECTS SIMULTANEOUSLY
Managed without over working staff
10x HEADCOUNT
Managed over 18 months with predictive hiring
We don’t want to guess. Precursive becomes a single source of truth for us. Here’s where our projects are and here’s when people are rolling off. There’s an art to consulting but it should be on getting in front of the customer and being creative with them. It shouldn’t be on trying to assemble a team or getting the right people in the right place at the right time. That’s the science and that’s Precursive.
MIKE DOHRMANN.
MANAGING DIRECTOR
THE CHALLENGE.
Managing human capital was a priority, as was the ability to view all bookings, billings and revenue management on just one platform. When it came to demand forecasting, Atlantic had no visibility on what work was coming through the pipeline. Not having this insight can cause delays in project timelines, and a diminished capacity to meet demand fluctuations effectively.
OUR SOLUTION.
Precursive PSA is used to staff projects, manage capacity and forecast hiring requirements. Atlantic tracks the performance of projects budgets and margins, as well as managing billing to customers. Improved utilization management has driven productive billing. The increase in efficiency by using Precursive has allowed for additional projects to be completed with the same resources, but balanced without overworking staff. This has enabled an improvement in engagement and retention.
In addition, Precursive helps with financial reporting and revenue forecasting which were previously done in Excel with significant overhead. Time is now tracked accurately with quick end of month reconciliation and invoicing to client. Eliminating double entry and reducing time spent validating hours.
OPPORTUNITY CREATION
Manage Sales Pipeline
QUOTE MANAGEMENT
Send Quotes to Client
REAL-TIME
Align sales with delivery teams
PROJECT MANAGEMENT
Plan, manage and allocate projects
RESOURCE ALLOCATION
Schedule teams, forecast capacity crunches
REVENUE MANAGEMENT
Monitor budgets, track time & expenses
PRECURSIVE IMPACT.
Sales, recruitment and resource management in one platform
Productive utilization but balanced workloads across team
Precursive is their single source of truth
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
