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

TRY PRECURSIVE SOFTWARE NOW TO

MAKE EVERY CUSTOMER A SUCCESS STORY