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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.

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INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.

SOFTWARE AND SAAS

SMB

UNITED STATES

MARKETING PLATFORM

200

TIME

Easy to use time-tracking app

RETENTION

Better transition between sales and service teams improves client experience

MI

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, and tracking project performance and getting real-time data for decision making.

OUR 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.

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OPPORTUNITY MANAGEMENT
Manage and forecast opportunities

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LEAD MONITORING
Forecasting and nurturing leads

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QUOTE GENERATION
For Labour and products

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RESOURCE ALLOCATION
Plan & allocate resources multiple projects, utilisation data

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PROJECT BUDGET
Timelines & budgets created automatically, track progress & margin

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AUTOMATED REPORTING
Reports generated on capacity, analytics on project profitibility

PRECURSIVE IMPACT.

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

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

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New simplified workflows for quick transition from sales to delivery

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"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!”

MATT PILCER

EVP, TECHNOLOGY

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST
. DELIVER. GROW.