Precursive Personas

WHO

USES

PRECURSIVE?

The only Salesforce native customer all-in-one customer onboarding, resource management and PSA solution

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PROJECT  MANAGEMENT

CUSTOMER  ONBOARDING

PROFESSIONAL  SERVICES

SALESFORCE  ADMIN

PERSONAS

PROJECT  MANAGEMENT

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

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

 

KEY BENEFITS OF PRECURSIVE FOR PROJECT MANAGEMENT

AGILE
DELIVERY

LESS
ADMIN

CLOSER

COLLABORATION

BETTER
OUTCOMES

CUSTOMER

ONBOARDING

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

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

 

KEY BENEFITS OF PRECURSIVE FOR CUSTOMER ONBOARDING

SCALABLE PROCESS

INCREASED
VELOCITY

IMPROVED QUALITY

MORE
VALUE

PROFESSIONAL

SERVICES

Deliver your customer outcomes whilst maximizing ARR with Precursive PSA.

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

 

KEY BENEFITS OF PRECURSIVE FOR PROFESSIONAL SERVICES

AGILE
WORKFORCE

PROFITABLE

PROJECTS

HAPPY
CUSTOMERS

RECURRING

REVENUES

SALESFORCE

ADMIN

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

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

 

KEY BENEFITS OF PRECURSIVE FOR SALESFORCE ADMINS

LIGHTNING
NATIVE

FAST

SETUP

DATA
INTEGRITY

CUSTOMER

360

TRY PRECURSIVE SOFTWARE NOW TO

MAKE EVERY CUSTOMER A SUCCESS STORY

BY SOLUTION

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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PROJECT AND RESOURCE MANAGEMENT

Sync project management with resource planning

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CUSTOMER ONBOARDING

Improve onboarding experience to drive retention

SaaS & Computer Software

Optimize services delivery

Onboarding Manager

Organize work and collaborate with customers

IT & Professional Services

Mobilize people & projects

Professional Services

Manage workflows and optimize utilization

FinTech

Reduce time-to-value

Project Manager

Easily manage timelines and dependencies

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches 

Salesforce Admin

Extend the power of Salesforce