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."
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.
WHY PRECURSIVE.
