Customer Onboarding & PSA Software

MAKE EVERY
CUSTOMER A SUCCESS STORY

Precursive is the #1 platform for project and services teams, all in Salesforce.

CUSTOMER ONBOARDING & PSA SOFTWARE FOR SALESFORCE

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PRECURSIVE IS THE ALL-IN-ONE PROJECT PLATFORM FOR PROFESSIONAL SERVICES & CUSTOMER SUCCESS ON SALESFORCE

SEE. SUCCESS. FASTER.

Transition from sales to onboarding, reduce delays & improve time-to-value

PLAN. TRACK. FORECAST.
Mobilize people &
projects to stay ahead of customer demand

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CUSTOMERS. FOR. LIFE.
Deliver outcomes-led services that create value & recurring revenues

 

PRECURSIVE RCO

PRECURSIVE OBX

Customer Sucess starts with customer onboarding. Collaborate around onboarding playbooks in Salesforce. Build project plans for implementation projects that reduce delays and improve time-to-value.
Learn more >

Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt or Kanban Boards. 

PROJECT MANAGEMENT

Share implementation plans with customers to help them understand progress, what they need to do next and reduces delays.

CUSTOMER COLLABORATION

Breakdown a project and assign work to your teams. Get notified when tasks are ready based on dependencies being completed. 

WORK MANAGEMENT

35% FASTER 
TIME-TO-VALUE

"PRECURSIVE HELPED US TO ORGANIZE OURSELVES BETTER, HANDLE A HIGHER VOLUME WHILE ALSO KEEPING TRACK OF WHAT IS HAPPENING"

SOFI FAHLBERG / VP of OPERATIONS

SIGNICAT

 

PRECURSIVE RCO

Resource planning and capacity forecasts can be managed easily within Salesforce.
Stay ahead of customer demand by forward planning based on real-time availability and utilization reporting.
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Schedule resources daily, weekly or monthly with an easy-to-use planner. Reallocate work when things change on projects.

RESOURCE SCHEDULING

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.

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50% REDUCTION IN NON-BILLABLE HOURS

“WE'VE HAD A LOT OF AMAZING OPERATIONAL IMPROVEMENTS OVER THE LAST YEAR, WE KNEW WE WERE SPENDING A LOT OF TIME ON OVERAGE OR WARRANTY WORK, WE CAN NOW EASILY TRACK THIS."

BRANDON MARSEE / SVP, FINANCE & OPERATIONS

POLSOURCE

 

PRECURSIVE PSX

Grow your services business with Precursive PSA for Salesforce. Put client experience at the heart of your engagements and deliver outcomes that keep customers happy and improve profitability.
Learn more >

Compare forecast vs. actual utilization for your team. Analyze trends between billable, non-billable and productive work.

UTILIZATION REPORTING

Keep on top of project budgets and costs. Define rates for your team and calculate margins in real-time.

PROJECT ACCOUNTING

Forecast and recognize revenues for fixed price and T&M projects. Reduce delays in billing to improve cash collection.

REVENUE MANAGEMENT

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$60M  MORE REVENUE WITH PRECURSIVE

“WE ARE ABLE TO MANAGE THE FIELD ENGINEERS, AND GETTING THE PEOPLE TO TASKS AT THE RIGHT TIME HAS BROUGHT THE LOST REVENUE RIGHT DOWN."

RICHARD VELLA / HEAD OF PROGRAM MANAGEMENT

SES NETWORKS

“We're able to increase our throughput of work and improve our capacity planning which is great news.” 

SIMON KEYES

ARQIVA

5* USER RATING

WHAT PEOPLE SAY

 

TRY PRECURSIVE PLATFORM NOW TO

SEE SUCCESS FASTER

PRECURSIVE RESOURCES & RESEARCH

RESOURCES

Playbooks, toolkits, webinars, customer stories, events, press and more

PODCAST

Hear from customer success leaders from the likes of the PMI, Gainsight, Shell and ADP

BLOG

Get actionable tips and insight on customer success, resource management and PSA

CHECK OUT OUR OTHER SOFTWARE TOOLS FOR SALESFORCE OR COMPARE THEM ON OUR PRICING PAGE

BY SOLUTION

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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PROJECT AND RESOURCE MANAGEMENT

Sync project management with resource planning

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CUSTOMER ONBOARDING

Improve onboarding experience to drive retention

SaaS & Computer Software

Optimize services delivery

Onboarding Manager

Organize work and collaborate with customers

IT & Professional Services

Mobilize people & projects

Professional Services

Manage workflows and optimize utilization

FinTech

Reduce time-to-value

Project Manager

Easily manage timelines and dependencies

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches 

Salesforce Admin

Extend the power of Salesforce