Project Management Software
DRIVE MORE REVENUE.
Precursive is the #1 platform to help teams manage tasks and projects with real-time customer collaboration to deliver on time, every time.
PROJECT MANAGEMENT SOFTWARE FOR SALESFORCE USED BY:
MAINTAIN QUALITY & VELOCITY WITH PRECURSIVE PROJECT MANAGEMENT SOFTWARE.
Execute repeatable playbooks to simplify project management and onboard customers faster
Share your progress and plans with your customer directly from Precursive
Track the performance of all projects and see progress across all customers
IMPLEMENTATION DELIVERY PLAYBOOKS.
Implementation Delivery Playbooks, help you improve time-to-value. Onboarding plans are created based on activity within Salesforce. Your onboarding playbooks are mapped to customer segments, products, or your own criteria within Salesforce.
Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt Charts or Kanban Boards.
Breakdown a project and assign work to your teams. Get notified when tasks are ready based on their predecessors being completed.
"We're able to share the project plan with the client, which allows our clients have more ownership in the project, see it in real-time and where issues might arise making them more responsive in the process. Having Precursive has definitely helped us to scale and has reduced our baseline times by around 50%."
Client Project Manager | Patron Technologies
IN ONBOARDING TIME WITH PRECURSIVE.
Step #2: Map out the plan and share with colleagues & customers
Keep your customers in the know throughout the entire process by sharing your onboarding plan straight from Precursive. No more delays because you are sending a spreadsheet back-and-forth every time the plan changes.
Let customers know when you reach project milestones. See when delays are happening so you can remove any blockers.
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
PLANNING & SCHEDULING.
Set a baseline to track deliverables against your commitments and if the plan changes, tasks are automatically rescheduled.
CUSTOMER ONBOARDING ANALYTICS.
Create a scalable and repeatable process by analyzing what works best. Get real-time reporting in Salesforce on where you are with every customer. Precursive helps you optimize implementations, reduce delays and increase customer retention.
Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.
ANALYTICS & DASHBOARDS.
Make better decisions about projects, people and customers with trend analysis and tailored business reports in Salesforce.
Know when you can start new projects, forecast and forward plan to avoid capacity crunches. Scale your services as your business grows.
"Precursvie has given us specific metrics that we can report on from the implementation side of things, aside from revenue. It's allowed us to pivot more easily and move quickly if we do see deviations in time to value and overall implementation."
Customer Success Leader | Patsnap
NEED A PROJECT MANAGEMENT APP ON SALESFORCE?
IMPLEMENTATION SOFTWARE BLOGS & RESEARCH.
Get benchmarks, tools, templates & playbooks to get your team started on the right foot.
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.