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Industries

MANAGEMENT SOFTWARE

FINTECH PROJECT

Precursive helps FinTech companies improve time-to-value and deliver better outcomes through their services engagements leading to happy customers and recurring revenues. From fintech customer onboarding software to professional services, you can manage all forms of implementation in Salesforce.

PRECURSIVE IS TRUSTED BY

ACCELERATE TIME-TO-VALUE AND KEEP CUSTOMERS FOR LIFE

Generate more revenue by accelerating your time-to-value in a number of ways with Precursive’s PSA software.

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CUSTOMER ONBOARDING FOR FINTECH

Accelerate time-to-value using repeatable templates that map to products
in Salesforce.

• Shorten launch times by improving the delivery of post sale implementations
• Develop repeatable ways of working for onboarding & implementation teams
• Reduce churn with better customer onboarding experiences that drive growth

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FINANCIAL PERFORMANCE

Increase revenues and transactions by increasing the velocity and predictability of implementations.

• Close the gap between sales and onboarding by automating handovers
• Accelerate deployments leading to faster time-to-transaction and payments
• Reduce the time to go-live to help recognize more revenue at launch

PROJECT
MANAGEMENT FOR FINTECH

Keep implementations running smoothly by tracking time, risks, and removing blockers.

• Plan ahead for upcoming work by turning opportunities into projects
• Track the progress of implementations and see which projects overrun
• Pull forward revenue and ARR with faster implementations

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CUSTOMER
EXPERIENCE

Share launch plans, dependencies and timelines with customers and collaborate in real-time.

• Update customers in realtime with a portal that shows progress
• Educate customers on the tasks they own and key dependencies
• Collaborate with customers to answer questions during projects

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BENEFITS OF PRECURSIVE SOFTWARE FOR FINTECH COMPANIES

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FASTER TIME-TO-VALUE

Average delivery time improved by 30% across all customer segments.

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MORE TRANSACTIONS

Less delays mean shorter deployments and quicker time-to-money.

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BETTER PRODUCTIVITY

Onboarding teams save 20 hours on project admin per month.

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WHAT PEOPLE SAY

What drove us to Precursive was that it was built on the Salesforce platform, which solved the problem(s) for us. So we're able to just incorporate our project plans into the Salesforce ecosystem and it gave us access to all of the existing data about what kind of client it was and what the revenue of each client was, and all the other data. In addition, just being able to share that information easily through Salesforce dashboards & reports.

JAMES ASHTON

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Director of Professional Services, ALLOY

WANT TO INCREASE THE VELOCITY AND QUALITY OF IMPLEMENTATIONS?

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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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

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

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

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

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

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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