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Industries

DIFFERENT INDUSTRIES.

SAME SUCCESS STORIES.

From hyper-growth starts ups to the big guys, Precursive supports services teams across multiple industries.

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LOVED BY UNICORNS AND ALL MYSTICAL CREATURES.

FINTECH

COMMUNICATIONS

SOFTWARE AND SAAS

SALESFORCE INTEGRATORS

PROFESSIONAL SERVICES

RESOURCE
MANAGEMENT
.

Mobilize remote teams with specialized skills across all projects, track billable utilization and forecast capacity crunches in real-time.

SERVICES DELIVERY.

Manage all elements of professional services delivery from sales to billing and partner closer with customer success.

CUSTOMER COLLABORATION.

Share onboarding plans with your customer so they know what they need to do and when to avoid unnecessary delays.

PROJECT
MANAGEMENT
.

Build repeatable playbooks for customer onboarding with a modern project management platform on Salesforce.

SAAS AND SOFTWARE.

OPTIMIZE SERVICES DELIVERY

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Professional services organizations are evolving as SaaS is evolving.

Learn how best-in-class services teams embed an outcomes-led approach to mazimize ARR.

Precursive helps you mobilize teams, optimize project margins and increase billable utilization.

IT AND
PROFESSIONAL SERVICES
.

MOBILIZE PEOPLE AND PROJECTS

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Client experience is the new battleground for professional services.

Learn how to get the right people working with your client quicker than your competition.

Build an agile workforce, retain talent and improve billings and profitability with Precursive.

SAAS & SOFTWARE
PROFESSIONAL SERVICES
FINTECH

FINTECH.

REDUCE TIME-TO-VALUE

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Speed is the currency of business for the new disruptors of financial services.

Learn how leading fintechs improve time-to-value by combining velocity and quality during client onboarding.

Precursive enables seamless transitions from sales to onboarding, ending with successful customer tranactions.

COMMUNICATIONS.

RIGHT FIRST TIME 
PROJECT MANAGEMENT

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The best companies get it right-first-time with a repeatable delivery motion.

Learn how project and resource management teams reduce the cost of delivery.

Precursive powers communications teams in mid-market and Fortune 500 companies.

COMMUNICATIONS

SALESFORCE INTEGRATORS

SINGLE SOURCE OF TRUTH FOR
PROJECT MANAGEMENT

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Build and maintain a reputation for delivery excellence in the Salesforce ecosystem.

Learn how your peers have scaled their business on the Salesforce platform.

Precursive PSA is 100% native to Salesforce Lightning and trusted by partners of all sizes.

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WHAT PEOPLE SAY.

"What’s best about Precursive is its ease of use, especially compared to other tools on the market. The fact that it’s 100% Salesforce native is key."

DAYNA GILES.

Director of Operations | Dealertrack

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LEARN HOW TO

PLAN. TRACK. FORECAST.
FOR SUCCESS

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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

Find the right consultants, integrations and solutions for your business.

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

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

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