
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!”
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.

WHY PRECURSIVE.