PRECURSIVE PERSONAS
Who uses Precursive?
Consulting, software and services delivery teams at Salesforce-native businesses use Precursive to manage projects, resourcing and revenue in one platform.
PSA SOFTWARE TRUSTED BY
Onboarding Manager.
Get customers to see value faster with streamlined onboarding in Precursive.
KEY BENEFITS
Scalable Process
Improved Quality
Increased Velocity
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
Agile Workforce
Happy Customers
Profitable Projects
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.
Project Manager.
Align your project team with your customer using Precursive in Salesforce.
KEY BENEFITS
Agile Delivery
Smoother Projects
Less Admin
Better Outcomes
Resource Manager.
Plan, track and forecast your resource planning with Precursive.
KEY BENEFITS
Capacity Planning
Better Experience
Reduce Delays
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.
Salesforce Admin.
Connect sales, services and success teams on the Salesforce platform.
KEY BENEFITS
Lightning Native
Data Integrity
Fast Setup
Customer 360
CUSTOMER STORIES
What people say.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.
Lisa James.
VP of Professional Services
PS content by PS leaders.
The PSA Platform that delivers.
