top of page

MATCHING SUPPLY AND DEMAND FOR A GROWING CONSULTANCY

PowerPivotPro empowers clients to break free of the data drudgery, by teaching them the power of PowerBI. Consultancy and Training are core service offerings.

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

PROFESSIONAL SERVICES

SMB

UNITED STATES

CONSULTING

150

100%

Better forecasting

30 HOURS

Saved every month

ONE PLATFORM

All business processes now run on Salesforce

THE CHALLENGE.

P3 had a proprietary solution in place that swallowed up a lot of manual hours. The leadership team wanted a way to improve capacity planning and a better approach to project based costing. Additionally they wanted to fix the manual approach to financial reporting.

OUR SOLUTION.

Precursive resource management helps to improve capacity management, project costing and financial forecasting. Precursive is integrated with an existing finance system and analytics are generated via Power BI.

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

OPPORTUNITY MANAGEMENT
Account & opportunity management

Opportunity Management.png

CRM SYSTEM
Custom workflow automation

Opportunity Management.png

REPORTS & ANALYTICS
Dashboards and easy reporting with insights

Precursive 2023 LogoEF.png
Opportunity Management.png

CAPACITY PLANNING
Capacity planning across all client projects

Opportunity Management.png

FINANCIAL FORECASTING
Future-proof revenue streams

Opportunity Management.png

PROJECT ACCOUNTING
Accurate project forecasting & costing

PRECURSIVE IMPACT.

4_Happy.png

Improved financial forecasting with clear view of future income

Team.png

Real-time view of billable utilization

Tetris 2.png

Less admin time for the whole consultancy team

Quote_Peri.png

"Precursive helps me get more sleep. Previously we were just playing the game when a big deal came in, it was like Tetris, trying to fit the oddly shaped work into people's schedules. Now we're able to accurately answer those questions which is huge for us in meeting customer expectations during the sales process."

RYAN SULLIVAN

VICE PRESIDENT

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.

BY SOLUTION.

Asset 17.png
PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

Asset 20.png
RESOURCE MANAGEMENT

Staff projects faster with resource planning

Asset 21.png

PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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

Find the right consultants, integrations and solutions for your business.

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.