CUSTOMER ONBOARDING & PSA SOFTWARE FOR SALESFORCE
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
CUSTOMERS. FOR. LIFE.
Deliver outcomes-led services that create value & recurring revenues
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.
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Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt or Kanban Boards.
Share implementation plans with customers to help them understand progress, what they need to do next and reduces delays.
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on dependencies being completed.
"PRECURSIVE HELPED US TO ORGANIZE OURSELVES BETTER, HANDLE A HIGHER VOLUME WHILE ALSO KEEPING TRACK OF WHAT IS HAPPENING"
SOFI FAHLBERG / VP of OPERATIONS
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.
See who is available and has capacity to deliver. Find the right person with relevant product knowledge, experience or location.
See where your people are over or under utilized and when they will be free. Plan ahead to avoid staff burnout.
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
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.
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Compare forecast vs. actual utilization for your team. Analyze trends between billable, non-billable and productive work.
Keep on top of project budgets and costs. Define rates for your team and calculate margins in real-time.
Forecast and recognize revenues for fixed price and T&M projects. Reduce delays in billing to improve cash collection.
$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