HOW DOES PRECURSIVE COMPARE?
*Sourced from G2 Crowd.
Accurate at the time of publishing: Feb 2023
REASONS WHY COMPANIES CHOOSE PRECURSIVE
Precursive is built on force.com and 100% native to the Salesforce platform. This gives sales, services, support and customer success a single, shared view of the customer.
This Customer 360 means you have an end-to-end view of the customer journey from sales through services to customer success meaning you win and keep customers for life.
IN REAL TIME
Mavenlink users in mid-market companies report a lag between entering data in Salesforce & integration to Mavenlink 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.
Mavenlink does not have a dedicated Project Management tool with their professional services templates used for implementation tracking.
Project Managers find it difficult to manage multiple projects and large volumes of tasks. With our Project and Resource Management tool, Precursive customers are able to plan and allocate tasks, setup multiple dependencies, milestones and collaborate with customers on project plans and risks.
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 SF is a bonus.
INTERNAL CONSULTANT in IT & SERVICES
DIFFERENCE IN EXPERIENCE BY INDUSTRY
USER: Implementation Consultant
TASK: Creating and monitoring progress of multiple ongoing project implementations
Project Plan set up within Precursive based on a status of an opportunity in real-time.
Tasks can be dependent on each other and milestones are set.
Customers are granted access to workspace and onboarding is communicated through this portal, moving customers away from sending information via email. TTV can be easily measured and project progress and shown to the customer on demand, freeing up the time of your team.
Onboarding manager must use Professional Services timesheet to log time against each onboarding task - can create checklist for tasks however unable to specify that not all tasks need time logged against them.
Tasks are not dependent on each other and while resources can be soft allocated, the integration between Salesforce and Mavenlink is not instant. Plan can be exported as an Excel/CSV. Customers can view the plan, but not be invited to a collaborative space.
Repeatable services processes can be baked into task templates with time estimates. These time estimates automatically become potential time logs, projected project costs and reserved time on Precursive resource availability calendars. It's amazing how one record can provide so much business value!
CONSULTANT in MANAGEMENT CONSULTING
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