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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 on 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 was 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

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

PRECURSIVE

IMPACT

2

Increased utilization and improved billing through better resource management

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

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