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FinancialForce vs Precursive: Product Comparison

PRECURSIVE

FinancialForce alternative

Seeking an easy-to-use, Professional Services Automation tool but not sure which best supports your business needs? Look no further. See why the best companies choose Precursive. 

CREATE SUCCESS STORIES WITH PRECURSIVE.

HOW DOES PRECURSIVE COMPARE?

*Sourced from G2 Crowd.
Accurate at the time of publishing: 2024

REASONS WHY COMPANIES CHOOSE PRECURSIVE.

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TOTAL COST OF OWNERSHIP

FinanicalForce uses more than double the number of custom objects within their tool than Precursive. More custom objects within the solution correlate to higher maintenance and a more intricate setup. This directly translates into a higher cost of ownership for users that choose FinancialForce over Precursive.

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EASE OF
TRAINING

FinancialForce users report that the tool is complex and difficult to become an admin of, let alone quickly train new users. This leads to frustration with the tool, and the inability to use all aspects of the product. Precursive has a dedicated customer knowledge base. We incorporate training into your onboarding and throughout the customer journey.

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PROACTIVE CUSTOMER SUCCESS

FinancialForce users report slow user support response time and confusing error messages. “Support often times cannot find solution on time. Glitches are usual”.

As Precursive is Salesforce native not only do we have our own dedicated support team and user community but any questions around features such as reporting can also be researched within the Salesforce Community.

What’s best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and its 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

FEB, 2022

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DIFFERENCE IN EXPERIENCE BY INDUSTRY.

USER: FinancialForce Admin

TASK: Ensuring the product is up to date and fit for the use-case of their organization. Becoming an expert in the system to empower full utilization.

FINANCIALFORCE EXPERIENCE

PRECURSIVE EXPERIENCE

Being Salesforce native, anyone with experience using Salesforce can very quickly become a Precursive admin. 

Working from the same UI, all reporting customizations can be completed within the UI using Salesforce functionality. 

The UI is intuitive and easy to navigate as it follows the workflows of Salesforce. 

All answers to Precursive product questions are housed in our own community. 

FinancialForce is a complex and in-depth platform, with many legacy and newly developing features.

The UI is clunky and difficult to navigate without in-depth training. Reports and customizations must be completed by FinancialForce and not by the user. 

As the software is standalone and not Salesforce native the product does not work in  the same way as Salesforce and requires a completely separate learning journey. 

The user interface and the integration with Salesforce is what makes Precursive the best tool. Its attractive UI and user friendly features are the best.

SOFTWARE ENGINEER in Mid-Market Business

NOV, 2021

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READ MORE REVIEWS
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WHAT PEOPLE SAY

With Precursive we're able to get ahead of capacity and resource requirements before they become unmanageable.

EMILY KUSKE

PATSNAP

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INCREASE THE PRODUCTIVITY OF

TEAMS AND PROFITABILITY OF PROJECTS.

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.

Compare List

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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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 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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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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