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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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"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

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