PROFITABLE SERVICES WITH PRECURSIVE
Precursive is the single source of truth for professional services and consulting teams. Mobilize the right people for the right project. Track the performance of project budgets and margins. Forecast and recognise revenues and billings to customers. From Sales through Delivery to Billing all in Salesforce.
KEEP CUSTOMERS HAPPY AND IMPROVE PROFITABILITY.
Plan and allocate work across your team based on availability, capacity and skillset.
See how your projects are performing in real-time with a forecast and actual view of margin and profitability.
Forecast and recognize revenue on fixed price, milestone-based and T&M projects.
Billing and Invoicing
Improve cash collection with accurate time recording and easy billing to your customers from Salesforce or your finance system.
THE OLD WAY
Professional services could get away with providing advice but not really delivering outcomes. Project work aligned to clearly defined needs within industries that had slower cycles was easier to manage.
THE NEW WAY
SaaS and digital transformation has changed the face of professional services. In the new remote reality of rapidly changing industries and business models being upended - the winners will be firms that deliver a services experience that drives outcomes and creates value for clients.
Strategic Insights Director
“Precursive has helped to gain a deeper understanding of our business. We have learnt about the factors that impact our profitability and have implemented processes to reduce the instances in which these occur."