Precursive awarded 'Highest UA'
6 years in a row
SCALING THEIR SERVICES DELIVERY WITH PRECURSIVE.
Industry: Software / SaaS Size: 1001-2000 Services Line: Professional Services
Industry: Software / SaaS Size:1001-2000 Services Line: Implementation Services
Industry: Software / SaaS Size: 501-1000 Services Line: Professional Services
HOW DOES PRECURSIVE COMPARE?
While both offer PSA capabilities, Precursive stands out in areas that matter most to Professional Services leaders.
* Gathered from publicly available information through a variety of tech comparison sites and user reports
Certinia is a tool that works best when deeply embedded in back-office financial operations.
Precursive, by contrast, is:
🪶 Lightweight, flexible, and faster to implement
🤝 Designed for real-time collaboration across Sales, Services, and Customer Success
📈 Ideal for high-growth SaaS, consulting, and onboarding teams
REASONS WHY COMPANIES CHOOSE PRECURSIVE.
RESOURCE
MANAGEMENT
With Precursive, customers get a PSA that enables faster resourcing for their packaging services.
Certinia’s lack of resource management automation means that effort is not properly planned but peanut butter spread leading to forecasting issues.
USER
ADOPTION
Precursive customers sell a mix of services and want a tool that works for all their offerings.
Fast and flexible project and task management capabilities are important for teams who managed high volumes of work at speed.
Certinia customers in mid-market do not get a dedicated CSM unless they purchase a paid success plan.
Certinia’s complexity means a higher total cost of ownership resulting in you spending more on professional services to maintain the system.
DIFFERENCE IN EXPERIENCE BY INDUSTRY.
CERTINIA EXPERIENCE
Some users mention reporting suffers from limitations, particularly for custom reports and dashboards, including a single focus on onboarding and not overall PSA needs.
Users also frequently needed to collate information manually outside the platform. For larger programs of work, it can be difficult to see bookings, revenue, and forecasting in a single view, which makes it harder to manage service delivery effectively.
PRECURSIVE EXPERIENCE
As Precursive is Salesforce native, managing booking, revenue and billings all in once place. On top of this, customers can show the impact of Services teams on ARR and Gross retention.
Services leaders can view not only data but the impact of Services on the business. Precursive supports all services lines; Implementation, Consulting and Managed Services
Explore our Services Lines >
YOUR SERVICES TEAM SEE THE IMPACT IMMEDATELY.
SEE THE IMPACT
STAY IN CONTROL
Log time directly from Salesforce Cases against Managed Services budgets, ensuring accurate tracking without flipping between multiple tools.
Why It Matters: Reduce admin work, ensure every service hour is accounted for, and give customers real-time visibility into how much service they’ve consumed on a per-case basis.
FROM PIPELINE
TO PROFITABILITY
Track everything that matters, all in one place. Use Salesforce analytics to create dashboards that bring together bookings, revenue, billing, and utilization across teams and portfolios.
Why It Matters: Gain a comprehensive view of financial and operational performance to make informed decisions and drive growth.
TAKE THEIR WORD FOR IT.
What's best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and it's simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it's 100% Salesforce native is key.
DAYNA GILES.
Director of Operations | Dealertrack
Disclaimer: We are not affiliated with our competitor in any way. This page is for informational purposes only and is accurate at the time of publishing.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
