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Precursive Personas

SOFTWARE FOR PROFESSIONAL SERVICES

Manage workflows and optimize utilization.

PRECURSIVE IS TRUSTED BY.

WHY ARE PROFESSIONAL SERVICES TEAMS IMPORTANT?

Professional services teams are entering a new era whereby they are not only measured by traditional delivery metrics but by success metrics as well.

In a high-velocity services delivery environment they have the responsibility to remain agile throughout a customer lifecycle and cope with demands that modern services products require.

They need a professional services automation tool that provides a single source of truth to ensure the balance between utilization and profitability are maintained effectively.

CHALLENGES FACED BY PROFESSIONAL SERVICES TEAMS

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Backlog of revenue builds up due to bottlenecks in delivery

Projects are overrunning leading to increased costs

Unable to see the health of customers during implementations

No project control leads to rising costs where budget added without approval

Lack of real-time data on professional services metrics and KPIs

Backlog of revenue builds up due to bottlenecks in delivery

Projects are overrunning leading to increased costs

Unable to see the health of customers during implementations

No project control leads to rising costs where budget added without approval

Lack of real-time data on professional services metrics and KPIs

HOW PRECURSIVE’S PROFESSIONAL SERVICE SOFTWARE CAN HELP

Precursive’s project management software for professional services teams brings with it a whole host of benefits.

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SALES AND FORECASTING

Understand services sales and forecast demand for resources based on your sales pipeline.

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REVENUE MANAGEMENT

Increase revenues by better managing backlog and pulling forward revenue by hitting delivery milestones.

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CUSTOMER SUCCESS

Accelerate time-to-value by improving the quality and speed of professional services delivery.

KEY BENEFITS FOR PROFESSIONAL SERVICES

AGILE WORKFORCE

1

PROFITABLE PROJECTS

2

HAPPY CUSTOMERS

3

RECURRING REVENUES

4

WHAT PEOPLE SAY

[Precursive] integrates with Salesforce, which we use as a repository for customer information. Easy collaboration with Sales and Support has made us more efficient. Undoubtedly this has helped us think less about project management, more about improvements in our methodology.

PIYUSH WASON
Head of Technical Consultancy, CONDECO
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WIN, RETAIN AND SCALE CUSTOMERS WITH PRECURSIVE.

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

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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

Find the right consultants, integrations and solutions for your business.

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

Podcast

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

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

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