UNIFYING SALES AND PROJECT MANAGEMENT FOR WORKFLOW BLISS.
We have been using Precursive for almost 2 years and it has greatly simplified our workflow by seamlessly transitioning from Opportunity - Project -Resourcing - Budgeting - Tracking Time - Reporting. There are a ton of advantages of keeping everything in a single platform and our implementation of Precursive is a great example of that. Workflow Bliss!
Matt Pilcer. | EVP, Technology, Unified
Workflows needed to improve with the services team wanting a clear view of upcoming work in order to mobilize projects more quickly. Our solution integrates with the sales and quoting tools from Salesforce so projects, with relevant timelines and budgets, are created automatically on deal close.