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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.

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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.

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OPPORTUNITY MANAGEMENT
Account & opportunity management

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CRM SYSTEM
Custom workflow automation

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REPORTS & ANALYTICS
Dashboards and easy reporting with insights

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CAPACITY PLANNING
Capacity planning across all client projects

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FINANCIAL FORECASTING
Future-proof revenue streams

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PROJECT ACCOUNTING
Accurate project forecasting & costing

PRECURSIVE IMPACT.

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Improved financial forecasting with clear view of future income

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Real-time view of billable utilization

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Less admin time for the whole consultancy team

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"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.

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

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. 

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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