Align your project team with your customer using Precursive in Salesforce.
Break down a project or process and assign tasks to your team
Plan, schedule and track the progress of projects in real-time
Share tasks, documents and project plans with your team and customer
KEY BENEFITS OF PRECURSIVE FOR PROJECT MANAGEMENT
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
Share project plans with your customer including the tasks they need to complete
Reporting across all key metrics including project progress and time-to-value
KEY BENEFITS OF PRECURSIVE FOR CUSTOMER ONBOARDING
Deliver your customer outcomes whilst maximizing ARR with Precursive PSA.
See availability and capacity of teams and allocate work based on skill and utilization
Track the progress of project budgets, costs and margins across all customers and regions
Forecast revenue and billings and recognize revenue for fixed price, milestone or T&M work
KEY BENEFITS OF PRECURSIVE FOR PROFESSIONAL SERVICES
Connect sales, services and success teams on the Salesforce platform.
Plug in and configure Precursive lightning native applications
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