ACCELERATING GROWTH FOR A SALESFORCE PLATINUM PARTNER

PolSource a fast growing Salesforce Platinum
Systems Integrator with backing from Salesforce
Ventures.

INDUSTRY

SALESFORCE INTEGRATORS

COMPANY SIZE

MID-MARKET

HEADQUARTERS

UNITED STATES

PRODUCT

SALESFORCE CONSULTING

EMPLOYEES

300

2 WEEKS

UTILIZATION

50%

Saved at the end of month of financial reporting

Increased through better resource management

Reduction in time spent on non-billable work

The Challenge

Planning and forecasting resource capacity was difficult; it time consuming to create reports on key operational metrics such as utilization, bill rates and
revenue (forecast vs. actual). It took three weeks at the end of the month for
financial and operational reconciliation.

The Solution

Precursive PSX is the source of truth for staffing, time-tracking and revenue management. Precursive's native PSA solution helps the leadership team make better decisions using real-time data on utilization and sales pipeline.

1

2

Real-time reporting saves weeks at the end of every month

Increased utilization and improved billing through better resource management

PRECURSIVE

IMPACT

3

Management team can make better decisions based on data in Salesforce

BRANDON MARSEE

SVP, FINANCE & OPERATIONS

"We’ve had a lot of amazing operational improvements over the last year, an easy-to-use tool has made it a lot easier. We knew we were spending a lot of time on overage or warranty work, with Precursive we can now
easily track this. The built in functionality and the ease of extending Precursive has been great."

TRY PRECURSIVE SOFTWARE NOW TO

MAKE EVERY CUSTOMER A SUCCESS STORY