Precursive vs Rocketlane: Product Comparison
DON'T LET SERVICES CRASH. WALK THE TALK WITH PRECURSIVE.
Precursive is the pipeline-to-profit tool your services delivery teams need. Our PSA platform is built on and native to Salesforce gives you visibility of bookings, billings and revenue all in one platform
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
If you’re a growing services organization, especially in SaaS or Consulting, and care about:
📈 Better reporting for execs
🧰 Fewer tools and integrations
🤝 Scalable partner delivery
☁️ Native CRM visibility
…then Precursive is likely the better fit.
REASONS WHY COMPANIES CHOOSE PRECURSIVE.
SALESFORCE NATIVE
Precursive is built on and native to Salesforce gives you visibility of bookings, billings and revenue all in one platform
Boost attach rates and get PS engaged earlier on deals vs reacting to bookings.
ADVANCED
P&L REPORTING
Precursive is not just an implementation tool. It helps increase margins & provide better client experience.
The Precursive platform provides advanced reporting on bookings, services P&L, offering margins, and revenue.
Customers want their services team working in the same place as sales.
Precursive helps to align sales and services on projects and customer accounts to identify upsell opportunities.
DIFFERENCE IN EXPERIENCE BY INDUSTRY.
ROCKETLANE 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.
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.
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
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.
