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[PRECURSIVE PLAYBOOK]
HOW TO PRODUCTIZE SERVICES DELIVERY.
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What are productized offerings?

A Services or Success Package brings together a range of services to help the customer realize value from your product. Services usually include professional services, training, customer success and technical support. This playbook formed the basis of the leading talks at the TSIA Envision conference in Las Vegas for 2 years running.


What's inside:

- What is the role of Professional Services in Saas?

- What are service packages?

- Why should you productize service packages?

- Benefits to you and your customers

- The Precursive Productization Toolkit

- and more industry expert insights!

The mission for a modern services organization is how can we maximize ARR without losing money. Repeatable services delivery in the form of well-structured packages increases the likelihood of success and in turn ARR growth. But if you don’t know your margin, how do you know if you are losing money?

PETER LYON.
VP Global CS | Poppulo

BENEFITS OF PRODUCTIZING SERVICES PACKAGES.

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EASIER TO SELL
Easier to communicate the value of the services offering for sales.

CUSTOMER COLLABORATION
Outcomes oriented packages keep customers more engaged with faster time-to-value.

PREDICTABLE REVENUE
Predictable revenue associated with customer segmentation makes for accurate forecasting.

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 # 5

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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