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Precursive Pillars

WHAT ARE THE BENEFITS OF PROFESSIONAL SERVICES AUTOMATION (PSA?)

WHAT IS PSA SOFTWARE?

Professional Services Automation, or PSA, is a type of software that helps service-based businesses better manage their operations. PSA software can automate a wide range of tasks related to running a business, from project management and resource planning to time tracking and invoicing.


Precursive PSA can be used by businesses of all sizes, from small startups to large enterprises. And because our PSA software is cloud-based, it can be accessed from anywhere, at any time.


If you’re running a service-based business, our PSA software may be a good solution for you. With Precursive, you can stay on top of your project’s timeline by decreasing possible risks and issues going forward. You can also integrate your programs with Salesforce seamlessly in a few clicks.

DOES MY BUSINESS NEED PSA SOFTWARE?

Are you seeing any of the following common issues in your day-to-day? If so, professional services automation software can help provide a solution.

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INEFFECTIVE PROJECT WORKFLOW

Poor collaboration, communication, overrun projects, and unforeseen expenses are the result. With PSA, project teams can communicate seamlessly and the whole project can be managed efficiently.

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OVER-SERVICING YOUR CLIENTS

A project quoted for 50 hours, takes 100 hours to deliver, you’ve taken a big hit to your profits. Accurately tracking time against projects can show your clients where revenue is not lining up with expectations.

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USING MANUAL TIMESHEETS

Billable staff are under utilized when it comes to time spent manually completing timesheets and expenses claims. With PSA software, they can add necessary information from any location.

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HIGH NON-BILLABLE LEVELS

Untracked resources result in difficulties appointing the right people to projects. PSA software can minimize the time billable staff are not working on active projects, which is absolutely crucial to your bottom line.

WHY IS PSA SOFTWARE IMPORTANT?

PSA software drives many significant operational performance advantages, which can lead to higher revenue and profit for professional services organizations. Throughout the difficult time of COVID-19 which impacted us in many significant ways, we stopped going out and were forced to work from home. Out of that formed a shift in solutions that affected how we systemized teams across different departments, no matter their geographical location.


For many businesses to survive the harsh impact of COVID-19, the key takeaway was that technology, and more specifically, software, has simplified many of the workflows within each team. That has caused a massive growth in usage of PSA software and catapulted organizational efficiency.

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"Precursive allowed us to scale, to the point we have 10 implementation managers, managing over 100 implementations at any one time. We've got reliable up to date data on each of them, and it wouldn't have been possible without centralizing that information."

ALLOY OVERCAME SCALING CHALLENGES & IMPROVED TIME-TO-VALUE WITH PRECURSIVE PSA. THE RESULT IS A BIGGER IMPLEMENTATION TEAM, OVERSEEING MORE IMPLEMENTATIONS AT ONE TIME.

James Ashton.

Director of Professional Services | Alloy

BENEFITS OF PROFESSIONAL SERVICES AUTOMATION

Professional services can help the customer realize the value from their investment. Our PSA software helps Project Managers track the progress of implementations, risks and issues in Salesforce, get better visibility and financial control, and make projects about outcomes and customer success with Precursive.


Here's just some of the things Precursive PSA Software can help you with:  

• Forecast utilization by person, role, department and other relevant variables

• Get more control of delivery by seeing which projects are over budget

• Improve handovers between sales and delivery teams

• Identify capability gaps based on demand for roles and skills

UTILIZATION TRACKING

Forecast and track billable work across people, roles and teams to improve utilization and generate more revenue.

Precursive Revenue & Profitability Dashboard
Precursive Platform Dashboard

PROJECT ACCOUNTING & TIME TRACKING

Track project margins for fixed price, managed services and T&M projects with realtime data on budgets, costs and margin.

REVENUE MANAGEMENT

Improve the velocity and quality of delivery and project management to drive more revenue and better customer satisfaction.

Precursive Revenue & Cost
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RESOURCE MANAGEMENT

Improve resource planning and understand the availability and usage of skills and capabilities.

FURTHER RESOURCES 

Forecast and recognize your business' revenue with Precursive PSA.

PRECURSIVE PSA

Learn more about Precursive PSA and how it can help you within your business.

PRECURSIVE BLOG

Learn how, why and when you should productize your service packages.

PRECURSIVE PLAYBOOK

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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