Precursive AI

TRANSFORM YOUR WORK DAY WITH PRECURSIVE AI.

Efficiency. Insight. Growth.
Leverage Precursive’s AI capabilities for better project management and boosting customer success.

PRECURSIVE IS TRUSTED BY:

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BOOST PRODUCTIVITY AND CUSTOMIZE EXPERIENCES
WITH PRECURSIVE AI & AGENTFORCE.

The best run companies know the impact of professional services on sales and customer retention. Powered by Agentforce, Precursive helps you plan and execute services that grow ARR and improve gross and net retention.

> Seamless AI & Human Collaboration
> For Services Delivery teams
> 100% native on Salesforce

"Professional Services is on the hook for more with less, or the same. AI represents a significant opportunity to build a more intelligent services organization."

ANDY MAHOOD.
CTO | Precursive

The World's #1 CRM

The Services Delivery Cloud for Salesforce

Sales Pipeline

PS Bookings

Demand Forecast

Resource Allocation

Project Delivery

Revenue Management

Customer Collaboration

Managed Services

Increase attach rates and automate services demand

Boost margins and client experience

AgentForce AI spots risks and opportunities for growth

Optimise utilization and improve revenue forecast accuracy

AI FOR SOLVING CHALLENGES IN SERVICES DELIVERY.

RESOURCE ALLOCATION.

Challenge: Manual resource allocation processes lead to inefficiencies, such as overbooking or under-utilization of resources.

Solution: AI-powered resource allocation algorithms can analyze project requirements, employee skills, and availability to optimize resource allocation in real-time. Precursive AI has benefits such as improved project profitability and employee satisfaction.

10 SECONDS TO ASSIGN RESOURCES

45% FASTER TIME-TO-VALUE

PROJECT PLANNING.

Challenge: Traditional project planning relies on static schedules and estimates, leading to delays and cost overruns.

Solution: AI-driven predictive analytics can analyze historical project data to forecast project timelines and identify potential risks. AI assists in creating more accurate project plans and mitigating risks proactively.

TIME TRACKING AND BILLING.

Challenge: Manual time tracking and billing processes are time-consuming and error-prone, leading to revenue leakage and billing disputes.

Solution: Explore how AI-powered time tracking tools can automate the capture of billable hours, accurately categorize activities, and generate invoices automatically. Highlight benefits such as increased revenue realization and improved client satisfaction.

$70M IN ADDITIONAL REVENUE

$1M OPERATIONS SAVINGS

COMPLIANCE AND REGULATION.

Challenge: Ensuring compliance with regulations and industry standards is complex and time-consuming without AI assistance.

Solution: AI-powered compliance management systems can automate compliance monitoring, identify potential violations, and ensure adherence to regulations. AI-driven compliance reduces compliance costs and minimizes regulatory risks. Read more about ASC606 and IFRS 15 compliance for revenue recognition here.

RISK MANAGEMENT.

Challenge: Manual risk assessment and mitigation processes may overlook critical risks, leading to project failures or financial losses.

Solution: AI-powered risk management platforms can analyze project data in real-time to identify potential risks, assess their impact, and recommend mitigation strategies. AI-driven risk management improves project success rates and profitability.

1/2 TIME
TO
DELIVERY

AI PROJECT ASSISTANT.

Get instant status updates on timelines, budgets, risks, and resource plans—all in one place. Ask follow-up questions, drill into specifics, and get insights powered by real-time project data.

WANT SEAMLESS SERVICES DELIVERY WITH HUMAN AND AI COLLABORATION?
SPEAK TO OUR TEAM TO SEE HOW PRECURSIVE CAN HELP YOUR BUSINESS SUCCEED.

PRODUCT GUIDES

BOOK A DEMO

AI SERVICES DELIVERY COACH.

Agentforce uses your project data - budgets, milestones, collaboration history, and project health -to provide relevant, actionable coaching on best practices and proactive risk management.