UNIFYING SALES AND PROJECT MANAGEMENT FOR WORKFLOW BLISS

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Unified brings clarity and control to social advertising investments providing a data and intelligence platform which collects, connects, and enriches social advertising data.

INDUSTRY

SOFTWARE & SAAS

COMPANY SIZE

SMB

HEADQUARTERS

UNITED STATES

PRODUCT

MARKETING PLATFORM

EMPLOYEES

200

TIME

RETENTION

MI

Easy to use time-tracking app

Better transition between sales and service teams improves client experience

Reporting and analytics on Salesforce

The Challenge

Being a high-growth company Unified were looking for a way to support and scale that growth. Workflows needed to improve with the services team wanting a clear view of upcoming work in order to mobilize projects more quickly.

The Solution

Our solution integrates with the sales and quoting tools from Salesforce so projects, with relevant timelines and budgets, are created automatically on deal close. Teams working across multiple projects are planned using a flexible planning module and can record their time against activities on an easy to use app.

1

Management team can generate real-time data on capacity profit and utilization

2

Automation gives back more time to managers and front-line teams

PRECURSIVE

IMPACT

3

New simplified workflows for quick transition from sales to delivery

MATT PILCER

EVP, TECHNOLOGY

"We have been using Precursive for almost 2 years and it has greatly simplified our workflow by seamlessly transitioning from Opportunity - Project -Resourcing - Budgeting - Tracking Time - Reporting. There are a ton of advantages of keeping everything in a single platform and our implementation of Precursive is a great example of that. Workflow Bliss!”

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