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Running a Professional Services Team on Precursive

At Precursive, we make professional services automation easy. So easy that of course, we use Precursive to work towards our own customer outcomes and milestones. We want to share our expertise with you.

We know the best way to utilize Precursive to empower customer satisfaction and reduce churn. We want to ensure that our customers are using Precursive in the best way to increase revenue. In this video walkthrough, our Head of Professional Services & Support, Debbie Perrott guides us through how our Professional Services team utilize Precursive on a daily basis.

While expertly navigating Precursive, Debbie shares some top tips and best practices:


Being Salesforce native means we can see the upcoming forecast of late stage opportunities. We can clearly see our forecasted capacity, so we are able to make smart hiring decisions before the project start date. We can allocate our resources directly from the project by checking the capacity of our available teams. Project roles are automatically created based on our repeatable templates. Once you have assigned your resources, your team will receive notifications of their upcoming projects, increasing visibility and decreasing the time for internal resource update meetings.


We can share the progress and updates of your projects directly with our customers through Precursive. When our internal project is updated, our external project plan is also updated showing our customers on demand real-time updates. We recognize that we need to highlight to our customers the updates that are most important to them, focusing on the time needed to be invested from their own internal teams and time to project completion.


We regularly review the health of our projects, a process made easy with custom Salesforce reporting. By creating a customer health report which is linked to our project boards we are able to easily view the status of each project. Also importantly decreasing time needed on manual updates to each internal stakeholder, as each report is available to all Precursive users.


We visualize our project financials on our budget page, which has figures from the opportunity and planned and submitted time. We are able to understand the budget allocation and how these hours have been used. The view highlights if we are over or under-resourcing our projects and what the financial impact of this will be, without having to manually calculate hours submitted against a planned budget.

The best thing about Precursive being Salesforce native is that the product can be customized to fit your existing workflows. Our video contains the workflows that are best practice for Precursive. Our customers are at the heart of what we do, meaning we are committed to finding the best solution for your teams.


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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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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


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.


A vault of knowledge from in-house & guest writers


Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform


Industry trends and benchmarking


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

Toolkits, templates, tips and more 


Stay in the loop of what Precursive is up to


Watch anytime, anywhere, on-demand


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Manage people, projects and revenues in one place

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Staff projects faster with resource planning

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Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager