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PSA Software

MORE REVENUE.
MORE MARGIN.
CHOOSE TWO.

Precursive is the Salesforce PSA that provides visibility and control of projects leading to increased revenues and profitability.

WHAT IS PSA SOFTWARE?

Professional Services Automation, or PSA, software can improve and automate a range of activities related to professional services from selling through project delivery and accounting including resourcing, time tracking and billing.

Precursive Professional Services reporting dashboard in Salesforce

PSA SOFTWARE FOR SALESFORCE TRUSTED BY:

Key Features

PROFESSIONAL SERVICES DELIVERY WITH PRECURSIVE PSA.

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PROJECT MANAGEMENT

Improve services delivery to increase margins and provide better client experience

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RESOURCE PLANNING

Mobilize people with the right skills and avoid capacity crunches to help customers realize value faster

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REVENUE MANAGEMENT

Make it easy to track time and optimize billable utilization for accurate billing to your customers

Project Management

PSA TOOL FOR PROJECT MANAGEMENT.

Professional Services help the customer realize value from their investment. Our PSA software helps Project Managers track the progress of implementations, risks and issues in Salesforce. Get better visibility and financial control, and make projects about outcomes and customer success with Precursive.

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PROJECT TEMPLATES.

Embed best practices with repeatable onboarding playbooks. Collaborate with customers to focus on achieving outcomes.

Project Managers are able to run complex implementations with dependencies, milestones, tasks and risks.

PROJECT GOVERNANCE.

PROJECT ACCOUNTING.

Precursive Project: track progress against budget and overrun

Monitor project financials in real-time on budgets, costs, margins and revenues. Be a step ahead on your T&M burn down rates.

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"The margin tracker is a great tool for us, it really drives change and gives team leaders the data they need. It was easy to drive adoption as Precursive is easy to use."

CHRIS HOWARD.
Director of Finance | C_Space

C_SPACE INCREASES EFFICIENCY & MARGIN WITH PRECURSIVE.

Resource Management

PSA TOOL FOR RESOURCE MANAGEMENT.

95% of companies state that capacity is a key strategic priority for growth. Our Salesforce PSA helps Resource Managers assign, review and report on the plans and actual usage of resources. Use Precursive to mobilize your team, balance workloads and improve utilization.

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RESOURCE PLANNING.

Optimize billable utilization with an easy-to-use planner. Schedule resources based on skills, knowledge and availability.

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DEMAND FORECASTING.

Manage supply and demand of resources with a real-time view of capacity, utilization and hiring needs.

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WORKFORCE MANAGEMENT.

Organize all your staff and resource profiles including holidays, rate cards, promotions, skills matrix, and work history.

Precursive PSA for Resource Manageement
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"As a tool within Salesforce and linked to our opportunity pipeline, Precursive provides us a dashboard view of the past, current and future resourcing across people, projects and accounts."

LISA MOES.
Director of Resourcing | Kantar Consulting

KANTAR OPTIMIZES UTILIZATION AND FORECASTING.

Revenue Management

PSA REPORTING FOR REVENUE MANAGEMENT.

SPI Research shows that companies with PSA generate 36% more PS revenue. Precursive PSA uses the Salesforce reporting engine to forecast and track revenue and margin. Get more control of delivery to boost profitability.

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SERVICES REVENUE.

Manage revenue backlogs with revenue forecasting and recognition in Salesforce.

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SERVICES MARGIN.

Track forecast vs. actual margin on projects and across services offerings including revenue forecasting/recognition.

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SERVICES PROFIT.

Increase profitability of professional services with real-time data on budgets, PS profit and client billings.

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"Precursive was a deliberate investment to support this focus on the client and our efforts to proactively staff our projects with the right resources to deliver value for our clients."

DANIEL McCOLLUM.
CEO | Torrent Consulting

TORRENT IDENTIFIES WHITE SPACE FOR NEW SALES.

PSA TOOL FOR TIMESHEETS & EXPENSES.

Using our intuitive mobile app, service teams can manage their time and expenses on the go, from any device. Our Salesforce PSA gives our customers the ability to easily track time and expenses against each project, ensuring accurate client billing.

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HOLIDAY MANAGEMENT.

Individuals can easily manage and track their own holiday allowance, with the ability to request approval from any device. 

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Track the time spent on projects, activities and phases and add comments for clarity across the entire project lifecycle. 

TIMESHEET TRACKING.

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EXPENSE MANAGEMENT.

With streamlined expense management, you can easily keep on top of expenses by tracking them against project or other non-project expenses. 

PrecursiveHQ: resources, rate cards, holidays, time codes and more.
Time & Expenses

PROFESSIONAL SERVICES BLOGS & RESEARCH.

Get benchmarks, tools, templates & playbooks to help grow services revenues

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WHAT PEOPLE SAY.

"What’s best about Precursive is its ease of use, especially compared to other tools on the market. The fact that it’s 100% Salesforce native is key."

DAYNA GILES.

Director of Operations | Dealertrack

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Book a Demo

EXPLORE THE PRECURSIVE PLATFORM OR BOOK A DEMO TO BOOST YOUR PROFESSIONAL SERVICES AUTOMATION. 

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.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches