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Precursive vs Kantata: Product Comparison

LET PRECURSIVE PSA
HELP YOU DO
WHAT OTHERS KANT'

Precursive awarded 'Highest UA'
6 years in a row

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Precursive's team are here to help navigate through the known challenges faced by Professional Services leaders. With tailored best practices and demos, we'll save you digging through trenches to find the answers.

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SCALING THEIR SERVICES DELIVERY WITH PRECURSIVE.

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

Choose Precursive if you’re looking for:

 🌱 A modern PSA that grows with your business—not one that slows it down

🔎 Real-time visibility from pipeline to delivery inside Salesforce

💰 Simpler pricing, faster ROI, and a UX your team will actually love

REASONS WHY COMPANIES CHOOSE PRECURSIVE.

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SALESFORCE NATIVE

Precursive is 100% Salesforce native, which makes every user's life easier.

It allows Salesforce to create a single view of our customers, all within your existing Salesforce organization.

This means your team can continue working from within your organization and take advantage of the integrated reporting and dashboard creation that it brings.

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VIEW DATA
IN REAL-TIME

Kantata users in mid-market companies report a lag between entering data in Salesforce & integration to Kantata which is not real-time.

Sales and pipeline data is in Salesforce and delivery information is in a separate system.

Precursive customers prefer to have all their customer data in the Single Source of Truth: Salesforce.

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USER
FRIENDLY

Precursive is intuitive. Sitting within Salesforce the Precursive UI mirrors that of Salesforce.

Precursive customers are able to plan and allocate tasks, setup multiple dependencies, milestones and collaborate with customers on project plans and risks with ease.

DIFFERENCE IN EXPERIENCE BY INDUSTRY.

KANTATA 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 >

Precursive is a one-stop shop for revenue recognition, project health updates, and time tracking. Dashboards are fairly simple to set up, and it's native integration with Salesoforce is a bonus.

INTERNAL CONSULTANT in IT & SERVICES

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YOUR SERVICES TEAM SEE THE IMPACT IMMEDATELY.

PREDICT THE DEMAND
BEFORE IT HITS

Align implementation teams with sales by tracking pipeline, forecasting resource demand, and planning projects before deals close. Stay ahead of resourcing needs by integrating real-time pipeline data from Salesforce.  


Why It Matters: No more scrambling when a deal lands - know exactly who you need, when you need them, and how new projects impact workload and revenue.





BOOKINGS TO BILLINGS
IN ONE PLACE

Connect quoting, demand forecasting, and project profitability tracking in Salesforce. Automatically turn won opportunities into scoped projects, forecast resource demand, and track revenue impact in real time. 


Why It Matters: No more misquoted projects or capacity shortfalls. See which services are selling, ensure profitable pricing, and predict future resource needs so delivery is always ready when deals close.

We previously couldn't really track costs or margins at project level, but only at a department level, so we have much more visibility now. The key metric we focus on is TTV, and we've reduced our av. delivery time by 45 days which is a great start!

PROJECT MANAGER in
Computer Software

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TAKE THEIR WORD FOR IT.

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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

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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.

PS CONTENT BY PS LEADERS.

BLOG

PODCAST

PRODUCT GUIDES

PLAYBOOKS

PRODUCTIZE SERVICES DELIVERY

SERVICES DELIVERY ALLIANCE 🤝

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THE PSA PLATFORM THAT DELIVERS.

SALESFORCE NATIVE

PARTNER ECOSYSTEM

CUSTOMER STORIES

INTEGRATIONS

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BY PRODUCTS.

PROFESSIONAL SERVICES AUTOMATION

CUSTOMER & PARTNER WORKSPACE

REVENUE MANAGEMENT

AGENTFORCE & PRECURSIVE AI ✨

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