ACCELERATING GROWTH FOR A SALESFORCE PLATINUM PARTNER

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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

2

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

BY SOLUTION

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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PROJECT AND RESOURCE MANAGEMENT

Sync project management with resource planning

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CUSTOMER ONBOARDING

Improve onboarding experience to drive retention

SaaS & Computer Software

Optimize services delivery

Onboarding Manager

Organize work and collaborate with customers

IT & Professional Services

Mobilize people & projects

Professional Services

Manage workflows and optimize utilization

FinTech

Reduce time-to-value

Project Manager

Easily manage timelines and dependencies

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches 

Salesforce Admin

Extend the power of Salesforce