Precursive Personas
WHO
USES
PRECURSIVE?
The only Salesforce native customer all-in-one customer onboarding, resource management and PSA solution
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
