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UNIFYING SALES AND PROJECT MANAGEMENT FOR WORKFLOW BLISS

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 AND 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

PRECURSIVE

IMPACT

2

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

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

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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PRECURSIVE PRODUCTS.

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