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Precursive Personas

WHO USES

PRECURSIVE?

The only, Salesforce native, all-in-one task management to PSA solution.

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PRECURSIVE IS TRUSTED BY:

ONBOARDING MANAGER

Get customers to see value faster with streamlined onboarding in Precursive.

Key Benefits:

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Scalable Process

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Improved Quality

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Increased Velocity

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More Value

TEMPLATES & AUTOMATION.

Create a repeatable process for customer onboarding mapped to products you sell.

CUSTOMER COLLABORATION.

Share project plans with your customer including the tasks they need to complete.

ONBOARDING ANALYTICS.

Reporting across all key metrics including project progress and time-to-value.

PROFESSIONAL SERVICES

Deliver your customer outcomes whilst maximizing ARR with Precursive PSA.

Key Benefits:

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Agile Workforce

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Happy Customers

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Profitable Projects

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Recurring Revenues

RESOURCE MANAGEMENT.

See availability and capacity of teams and allocate work based on skill and utilization.

PROJECT ACCOUNTING.

Track the progress of project budgets, costs and margins across all customers and regions.

REVENUE FORECASTING.

Forecast revenue and billings and recognize revenue for fixed price, milestone or T&M work.

ONBOARDING MANAGER
PROFESSONAL SERVICES

PROJECT MANAGER

Align your project team with your customer using Precursive in Salesforce.

Key Benefits:

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Agile Delivery

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Smoother Projects

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Less Admin

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Better Outcomes

WORK MANAGEMENT.

Break down a project or process and assign tasks to your team.

PROJECT MANAGEMENT.

Plan, schedule and track the progress of projects in real-time.

COLLABORATION.

Share tasks, documents and project plans with your team and customer.

PROJECT MANAGER

RESOURCE MANAGER

Plan, track and forecast your resource planning with Precursive.

Key Benefits:

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Capacity Planning

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Better Experience

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Reduce Delays

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Forecast Analytics

CAPACITY PLANNING.

Find the right person with relevant product knowledge, experience or location.

UTILIZATION TRACKING.

See where your people are over or under utilized. Plan ahead to avoid staff burnout.

DEMAND FORECASTING.

Forward plan your hiring and training needs based on skills and roles you are using most. 

RESOURCE MANAGER
SALESFORCE ADMIN

SALESFORCE ADMIN

Connect sales, services and success teams on the Salesforce platform.

Key Benefits:

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Lightning Native

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Data Integrity

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Fast Setup

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Customer 360

SALESFORCE NATIVE.

Plug in and configure Precursive lightning native applications.

CUSTOMER SUCCESS.

Precursive implementation and support teams are Salesforce certified.

SECURITY & TRUST.

ISO 27001 Certified and all apps are secure and 100% native to Salesforce.

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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 BOOST PRODUCTIVITY AND GET TIME BACK  FOR YOUR TEAMS.

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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