PSA SOFTWARE & PROJECT MANAGEMENT
Plan.
Track.
Forecast.
Precursive is the #1 platform for project and services delivery teams, all in Salesforce.
PSA SOFTWARE TRUSTED BY
THE ALL-IN-ONE PLATFORM
Professional Services and services delivery on Salesforce.
Transition from sales to onboarding, reduce delays & improve time-to-value
Mobilize people &
projects to stay ahead of customer demand
Improve resourcing, reduce costs and increase profitability for your customers
CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING
Project management and implementation software.
Collaborate around onboarding playbooks in Salesforce.
Build project plans for implementation projects that reduce delays and improve time-to-value.
Project
Management.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt or Kanban Boards.
Customer
Collaboration.
Share implementation plans with customers to help them understand progress, what they need to do next and reduce delays.
Work
Management.
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on dependencies being completed.
Precursive helps me get more sleep.
Previously we were just playing the game when a big deal came in, it was like Tetris, trying to fit the oddly shaped work into people's schedules. Now we're able to accurately answer those questions which is huge for us in meeting customer expectations during the sales process.
Ryan Sullivan.
VP of PS
30 HOURS SAVED MONTHLY WITH STREAMLINED SYSTEMS.
STAY AHEAD OF CUSTOMER DEMAND
Precursive resource management software.
Resource planning and capacity forecasts can be managed easily within Salesforce.
With forward planning based on real-time availability and utilization reporting.
Resource
Scheduling.
Schedule resources daily, weekly or monthly with an easy-to-use planner. Reallocate work when things change on projects.
Capacity
Planning.
See who is available and has capacity to deliver. Find the right person with relevant product knowledge, experience or location.
Utilization
Tracking.
See where your people are over or under utilized and when they will be free. Plan ahead to avoid staff burnout.
Precursive improved our operational efficiency as it provides end-to-end project visibility, giving our teams real-time access to progress, resource allocation, and allows us to make data-driven decisions that keeps our customer projects and utilization on track.
Jessica Germann.
Head of PS
ORBUS HAS IMPROVED THEIR SERVICES DELIVERY PRECURSIVE.
GROW YOUR SERVICES BUSINESS
Precursive PSA software.
Put client experience at the heart of your engagements and deliver outcomes that keep customers happy and improve profitability.
Utilization
Reporting.
Compare forecast vs. actual utilization for your team. Analyze trends between billable, non-billable and productive work.
Project
Accounting.
Keep on top of project budgets and costs. Define rates for your team and calculate margins in real-time.
Revenue
Management.
Forecast and recognize revenues for fixed price and T&M projects. Reduce delays in billing to improve cash collection.
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
$1M PER YEAR SAVED ON COSTS DUE TO INCREASED VISIBILITY.
CUSTOMER STORIES
What people say.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.
Lisa James.
VP of Professional Services
FAQs.
What does Precursive's platform include? Precursive combines project management, resource planning and PSA - revenue management, utilization reporting and project accounting - in one Salesforce-native platform.
Is Precursive built on Salesforce? Yes, Precursive runs 100% natively inside Salesforce, so there's no separate system for services teams to manage.
Who is Precursive's platform designed for? Precursive is designed for professional services and services delivery teams who need visibility and control across projects, resourcing and revenue.
RESOURCES
Free tools to take your Services delivery to the next level.
PS content by PS leaders.
The PSA Platform that delivers.
