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Precursive vs Smartsheet: Product Comparison

PRECURSIVE

vs Smartsheet

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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SALESFORCE NATIVE

Precursive is 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. It means your team can continue working from within your org and can take advantage of the integrated reporting and dashboard creation that it brings.

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VIEW DATA
IN REAL-TIME

Smartsheet does not show data in real-time, if there is more than one person working within the sheet, users must make sure both parties have manually saved and refreshed data to view updates - this can take some time!

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RESOURCE MANAGEMENT

SmartSheet does not have a dedicated resource management tool. Based on user reviews on reputable sites, it is therefore not equipped for companies relying on fast services delivery. Users are also not able to view more than one sheet at once, unlike Precursive which offers both Precursive Plan and the ability to view all open project boards at once.

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

DEC, 2021

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DIFFERENCE IN EXPERIENCE BY INDUSTRY.

USER: Resource Manager

TASK: Demand forecasting resource based on upcoming projects. 

SMARTSHEET EXPERIENCE

PRECURSIVE EXPERIENCE

The Resource Manager has access to a real-time view of all forecasted and allocated resource requirements within Precursive Plan. 

This allows resources to be smartly matched to projects based on skills, language, location etc. The real-time resource view allows managers to be able to hire at the correct time, understand where gaps in resources/skills appear and confidently report on data to senior leaders. 

A Resource Manager is able to view upcoming and current projects and assign resources to projects and tasks within each project.

However, they will not have a view of the capacity of each resource. Both the number of projects assigned to that resource and how many hours per week they are already allocated, including any upcoming time off. 

This will also affect the managers ability to create forecasted hiring plans. 

Precursive Plan view is fantastic - it gives me that "nirvana state" of being able to see who is available when and also to find people who can deliver unassigned work on a project.

CONSULTANT in MANAGEMENT CONSULTING

MAR, 2022

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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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