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[PRECURSIVE PLAYBOOK]

BUILDING & MANAGING
PARTNER ECOSYSTEMS
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Scale Your Partner Program

Welcome to the latest Precursive Playbook in association with the Services Delivery Alliance (SDA). The SDA is a network of more than 400 services leaders from mid-market and enterprise technology services companies.

 

The goal of this playbook is to help understand how to setup, manage and scale services partner programs and put in place the building blocks that allow an ecosystem of partners to flourish and succeed.


What's inside:

- Why Use Partners?
- Build, Operate and Grow your Partner Network
- Key Takeaways
- Managing Partners in Precursive

in association with

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We want to set partners up for success and be confident in their capability and methodology to position their services to our customer base. As a result we reviewed the additional packages they offer individually to customers during or post delivery and started bringing that to the forefront of the organisation in parallel with our own internal offerings. This means that as we look at a solution that needs to be delivered we’re resource agnostic, we’re identifying the optimum route for delivery regardless of who delivers it.

MOUSTAFA FAWZY.
VP Professional Services | Linnworks

BUILDING BLOCKS OF PARTNER ECOSYSTEM.

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BUILD
Understand partner types, strategy setting, org design & partner identification 

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OPERATE

Learn how to onboard, enable and monitor partners 

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GROW

Shared ways that scale your partner ecosystem and innovate 

MAKE PROFESSIONAL SERVICES EASIER WITH THE HELP OF OUR PLAYBOOKS.

PLAYBOOK #1

HOW TO SCALE IN SAAS WITH CUSTOMER ONBOARDING -
Find out what some of the world’s most innovative teams are doing to help their customers see success faster.

PLAYBOOK #2

MANAGING PROJECTS REMOTELY ON SALESFORCE -  evaluate your current position, identify the challenges, and create better project management processes to build a future-proofed platform for growth.

PLAYBOOK #3

TRADITIONAL DELIVERY IS DEAD - With guidance and practitioner insights from Sage, Cognite & Infosys, welcome to the future of Professional Services where velocity and quality are key tenets for success.

PLAYBOOK # 4

PACKAGING SERVICES DELIVERY - This playbook offers a breakdown of the key components to identify why Consultancies package their service offerings and how you can do the same for your business. 

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

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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

Find the right consultants, integrations and solutions for your business.

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

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

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