Updated: Apr 25
Precursive is a cloud-based project management platform that helps teams and organizations manage their projects and resources. It offers features such as task and milestone tracking, resource scheduling, budgeting, reporting, and collaboration tools. It enables users to create custom workflows and manage projects from anywhere. It also provides real-time analytics and insights, enabling teams to make informed decisions quickly.
Discover Precursive today and join CTO Andy Mahood and VP of Product, Kate Karska to discover the full potential of the new Precursive Platform, an all-in-one customer onboarding, resource management, and PSA tool that's 100% native to Salesforce.
PRECURSIVE DEEP DIVE
Learn how you can:
- visualize your team's availability, capacity, and utilization
- assign work based on roles, skills, and availability
- identify project costs from both people and expenses
- calculate project margin and forecast revenue
0:00 - Introduction 1:44 - New reality for Professional Services 4:39 - The Era of Services Experience 7:38 - Single Source of Truth 10:11 - Team Capacity the Old Way 12:28 - Onboarding Experience 16:32 - Resource Capacity Optimisation 21:52 - Professional Services Experience 29:26 - The Precursive Way 31:00 - Precursive Platform 31:39 - Summer Release Rolling Out 33:25 - Precursive RCO+PSX Roadmap 34:20 - Precursive OBX Roadmap