Project Management & PSA Software
PLAN.
TRACK.
FORECAST.
Precursive is the #1 platform for project and services delivery teams, all in Salesforce.
PSA SOFTWARE TRUSTED BY:
PRECURSIVE IS THE ALL-IN-ONE PROJECT PLATFORM FOR PROFESSIONAL SERVICES & SERVICES DELIVERY 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.
Improve resourcing, reduce costs and increase profitability for your customers
PRECURSIVE PROJECT MANAGEMENT & IMPLEMENTATION SOFTWARE.
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.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt or Kanban Boards.
PROJECT MANAGEMENT.
CUSTOMER COLLABORATION.
Share implementation plans with customers to help them understand progress, what they need to do next and reduce delays.
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on dependencies being completed.
WORK MANAGEMENT.
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.
30 HOURS SAVED MONTHLY WITH STREAMLINED SYSTEMS.
RYAN SULLIVAN.
VP of PS | P3 Adaptive
PRECURSIVE RESOURCE MANAGEMENT SOFTWARE.
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.
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 Software
ORBUS HAS IMPROVED THEIR SERVICES DELIVERY WITH PRECURSIVE.
PRECURSIVE PSA SOFTWARE.
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.
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 | Dealertrack
$1M PER YEAR SAVED ON COSTS DUE TO INCREASED VISIBILITY.
PRECURSIVE RESOURCES & RESEARCH.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
