CREATE SUCCESS STORIES WITH PRECURSIVE.
HOW DOES PRECURSIVE COMPARE?
*Sourced from comparison websites
Accurate at the time of publishing: 2025
REASONS WHY COMPANIES CHOOSE PRECURSIVE.
SALESFORCE NATIVE
It allows a single view of multiple projects for 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.
GREATER
PSA CAPABILITY
Precursive is not just an implementation tool, it is a platform that allows full professional services automation with reporting and dashboards for end-users and managers alike.
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.
Precursive as a whole is a great tool for taking your Sales / customer details to the project-level and continuing the overall relationship/engagement management cycle. It allows your various teams (Finance, Customer Success, Project Management, Delivery) to have visibility into what is needed from them.
ADMIN in
IT & Services
DIFFERENCE IN EXPERIENCE BY INDUSTRY.
USER: Director of Implementation
TASK: Monitoring and reporting the progress of multiple ongoing projects and resources
ROCKETLANE EXPERIENCE
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.
Some users have told us that reporting suffers from limitations, particularly for custom reports and dashboards.
This user frequently needed to collate information manually outside the platform. We've also heard that 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.
We have a fast growing team and handle high volumes of projects. We've usually got 3-4 people per project and this tool helps us manage their capacity much more easily. I can see the margin and revenue associated with delivery in real-time which means I'm not waiting till the end of the month to make adjustments.
ADMIN in
Computer Software
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.
