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Resources

PRECURSIVE
PLAYBOOKS 

Hi! Welcome to our Playbook gallery where will you find downloadable playbooks with insights from leading practitioners across the world of customer success and professional services

R.I.P TRADITIONAL SERVICES 

Our new Playbook, with guidance and practitioner insights from Sage, Cognite, Garwood Solutions & Infosys, welcomes you into the future of Professional Services where velocity and quality are key tenets for success.

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PLAN. TRACK. FORECAST.

In conjunction with 4C, we bring you a new Playbook that will help the evaluation of your current position, identify the challenges, and create better project management processes to build a future-proofed platform to supercharge your growth. 

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SEE. SUCCESS. FASTER.

With contributions from AppsFlyer, BOX, GoCardless, Patsnap and SAP Concur. Welcome to our guide to help strengthen and scale your SaaS business. Find out what some of the world’s most innovative teams are doing to help their customers see success faster.

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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

SALESFORCE NATIVE

CUSTOMERS

PROFESSIONAL SERVICES

SUPPORT

Precursive products are all 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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CUSTOMER ONBOARDING

CUSTOMER WORKSPACE

PROJECT MANAGEMENT

RESOURCE MANAGEMENT

PROFESSIONAL SERVICES AUTOMATION

SERVICES BILLING