top of page

ACCELERATING GROWTH FOR A SALESFORCE PLATINUM PARTNER

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

torrent_consulting_resized.png
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

SALESFORCE INTEGRATORS

MID-MARKET

UNITED STATES

SALESFORCE CONSULTING

300

2 WEEKS

Saved at the end of month on financial reporting

UTILIZATION

Increased through better resource management

50%

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. They wanted to reduce the amount of overage and associated revenue leakage on fixed price work.

OUR 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.

salesforce-2-logo-png-transparent.png
Opportunity Management.png

OPPORTUNITY MANAGEMENT
Manage sales proposals & briefs

Opportunity Management.png

QUOTE GENERATION
Summarise pipeline for services

Opportunity Management.png

TEAM COLLABORATION
Align sales with staffing team

Precursive 2023 LogoEF.png
Opportunity Management.png

TASK ALLOCATION
Plan and staff projects with the right team

Opportunity Management.png

PROJECT MANAGEMENT
Track performance of project costs & margins, manage capacity forecast

Opportunity Management.png

SERVICES BILLING
Monitor costs & budgets, track time and billings

PRECURSIVE IMPACT.

4_Happy.png

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

Team.png

Increased utilization and improved billing through better resource management

Tetris 2.png

Management team can make better decisions based on data in Salesforce

Quote_Peri.png

"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."

BRANDON MARSEE

SVP, FINANCE & OPERATIONS

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.

Asset 27.png

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! 

Asset 22.png

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. 

Asset 18.png

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

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to