PROJECT MANAGEMENT SOFTWARE
Accelerate
time-to-value to drive more revenue.
Precursive is the #1 project management tool to help teams manage tasks and projects with real-time customer collaboration to deliver on time, every time.
PROJECT MANAGEMENT SOFTWARE FOR SALESFORCE USED BY
ONBOARDING PLAYBOOKS
FROM IMPLEMENTATION TO POST DELIVERY
Maintain quality and velocity with Precursive project management software.
Execute repeatable playbooks to simplify project management and onboard customers faster
Share your progress and plans with your customer directly from Precursive
Track the performance of all projects and see progress across all customers
IMPLEMENTATION DELIVERY PLAYBOOKS
Improve time-to-value.
Onboarding plans are created based on activity within Salesforce. Your onboarding playbooks are mapped to customer segments, products, or your own criteria within Salesforce.
IMPLEMENTATION TEMPLATES.
Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.
PROJECT MANAGEMENT.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt Charts or Kanban Boards.
WORK MANAGEMENT.
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on their predecessors being completed.
Precursive replaced our previous PSA for implementation. We’ve also recently consolidated 15 business units into one Salesforce org, all now using Precursive for implementation. Precursive offers a solid advantage with ongoing feedback and development as we continue to expand.
Ken Gentry.
Manager Operations Development
500+ ANNUAL HOURS SAVED THROUGH OPERATIONAL EFFICIENCY WITH PRECURSIVE.
NO MORE DELAYS
Customer Collaboration.
Keep your customers in the know throughout the entire process by sharing your onboarding plan straight from Precursive. Stop sending a spreadsheet back-and-forth every time the plan changes.
PROJECT NOTIFICATIONS.
Let customers know when you reach project milestones. See when delays are happening so you can remove any blockers.
ONLINE ACCESS.
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
PLANNING & SCHEDULING.
Set a baseline to track deliverables against your commitments and if the plan changes, tasks are automatically rescheduled.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies. With Project Management alone, we are talking hundreds of manual hours and efficiencies saved.
Lisa James.
VP of PS
30 HOURS PER MONTH SAVED ON RESOURCING ADMIN
CREATE SCALABLE AND REPEATABLE PROCESSES
Customer Onboarding Analytics.
Analyze what works best and get real-time reporting in Salesforce on where you are with every customer. Precursive helps you optimize implementations, reduce delays and increase customer retention.
REPORTING.
Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.
ANALYTICS & DASHBOARDS.
Make better decisions about projects, people and customers with trend analysis and tailored business reports in Salesforce.
FORECASTING.
Know when you can start new projects, forecast and forward plan to avoid capacity crunches. Scale your services as your business grows.
Precursive was a deliberate investment to support this focus on the client and our ability to proactively staff our projects with the right resources to deliver value for our clients. Precursive helps us find white space for sales to drive new revenue.
Daniel McCollum.
CEO
ACCURATE AND EFFECTIVE PLANNING OF RESOURCES ACROSS ALL WORK TYPES.
CUSTOMER STORIES
What people say.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.
Lisa James.
VP of Professional Services
FAQs.
What is project management software for Salesforce? It's project management built natively inside Salesforce, so implementation, onboarding and delivery playbooks run alongside your CRM data rather than in a separate tool.
How does Precursive keep customers informed during projects? Precursive gives customers real-time online access, notifications and collaboration tools, so they always know where their project stands.
Can Precursive replace spreadsheets for onboarding playbooks? Yes. Precursive replaces manual onboarding spreadsheets with repeatable, trackable implementation playbooks and templates inside Salesforce.
IMPLEMENTATION SOFTWARE BLOGS AND RESOURCES
Get benchmarks, tools, templates and playbooks to get your team started on the right foot.
PS content by PS leaders.
The PSA Platform that delivers.
