MANAGE YOUR BUSINESS PROCESSES ON SALESFORCE WITH PRECURSIVE
Mobilize remote teams with specialized skills across all projects, track billable utilization and forecast capacity crunches in real-time.
Manage all elements of professional services delivery from sales to billing and partner closer with customer success.
Share onboarding plans with your customer so they know what they need to do and when to avoid unnecessary delays.
Build repeatable playbooks for customer onboarding with a modern project management platform on Salesforce.
BENEFITS OF PRECURSIVE FOR CUSTOMERS IN DIFFERENT INDUSTRIES
SOFTWARE & SAAS
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.
Better organization and repeatable playbooks for onboarding mean quicker delivery of outcomes.
Sharing project plans with the customers will reduce delays and keep customers happy.
Embed an outcomes-led approach to professional services which will increase recurring revenues.
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.
Real-time view of pipeline and capacity enables better management of resource demand vs. supply.
Consultancy teams can track all budgets, costs and progress to improve project margins.
Plan and allocate work quickly to teams based on skills and availability to improve billable utilization.
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 transactions.
Consistent approach to customer onboarding leads to more expansion and higher renewal rates.
Better project management reduces delays leading to higher volumes of transactions.
Repeatable processes for onboarding helps create more consistency and higher quality of delivery
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.
LESS FREE WORK
Better resource management and capacity planning helps to reduce time spent on non-billable tasks.
Mobilizing project teams with the right skills drives more efficient delivery and better margins.
Improved adoption and accuracy of timesheets reduces human error and mistakes in invoicing.
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 telecommunications teams in mid-market and Fortune 500 companies.
Better resource and project management lead to operational efficiency and higher EBITA per head.
Less time setting up projects and improved collaboration with customers helps reduce delays.
Closing the gap between winning and delivering projects drives improved revenue recognition.