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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.

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INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

SALESFORCE INTEGRATORS

SMB

ITALY

SALESFORCE CONSULTING

200

100%

Accuracy in billing

WORKLOAD

Equality with improved util. management

10 X

Headcount with predictive hiring

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 PSX 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.

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OPPORTUNITY CREATION
Manage Sales Pipine

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QUOTE MANAGEMENT
Send Quotes to Client

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REAL-TIME
Align sales with delivery teams

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PROJECT MANAGEMENT
Plan, manage and allocate projects

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RESOURCE ALLOCATION
Schedule teams, forecast capacity crunches

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REVENUE MANAGEMENT
Monitor budgets, track time & expenses

PRECURSIVE IMPACT.

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Sales, recruitment and resource management in one platform

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Productive utilization but balanced workloads across team

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Precursive is their single source of truth

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"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. Our PMO has visibility of all projects and we are seeing improved project timelines, finding efficiencies and reducing our costs in delivering projects."

MIKE DOHRMANN

MANAGING DIRECTOR

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.