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Precursive Personas

SOFTWARE FOR SALESFORCE ADMIN

Extend the power of Salesforce

PRECURSIVE IS TRUSTED BY.

WHY ARE SALESFORCE ADMINS IMPORTANT?

Salesforce administrators have the difficult job of working with multiple stakeholders across the business and keeping them happy. To get the most out of the Salesforce tool they need to understand the requirements and customization levels that users want and be able to make it work for all.

They all want data to live in Salesforce and ensure that it remains a single source of truth. Therefore they need delivery teams to live there too. If that tool can retain the look and feel of Salesforce so users are comfortable and operations are seamless, they know that they need to seek a vendor that can provide that.

CHALLENGES FACED BY SALESFORCE ADMINS

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Insufficient data leading to lost revenue

Implementation and varying end user training

Repetitive workflows and reduntant processes

Ability to integrate with other systems

Creating dashboards and reports that provide value

Insufficient data leading to lost revenue


Implementation and varying end user training

Repetitive workflows and reduntant processes

Ability to integrate with other systems


Creating dashboards and reports that provide value

HOW PRECURSIVE’S SALESFORCE ADMIN SOFTWARE CAN HELP

Precursive’s salesforce admin software has a number of capabilities that help admin teams to succeed and generate more revenue.

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SALESFORCE NATIVE

Plug in and configure Precursive lightning native applications.

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CUSTOMER SUCCESS

Precursive implementation and support teams are Salesforce certified.

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SECURITY & TRUST

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

KEY BENEFITS FOR SALESFORCE ADMINISTRATORS

LIGHTNING NATIVE

1

FAST
SETUP

2

DATA
INTEGRITY

3

CUSTOMER 360

4

WHAT PEOPLE SAY

With Precursive, we’ve given people the right tools to do their jobs. Ultimately we’re able to increase our throughput of work and improve our capacity planning which is great news.

SIMON KEYES
Managing Director- Presales programme & Process, ARQIVA
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MAKE EVERY CUSTOMER A SUCCESS STORY WITH PRECURSIVE.

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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