PSA Software

GROW THE BUSINESS

NOT

THE ADMIN

Precursive PSX is the Salesforce PSA to improve customer outcomes & increase profitability

PROFESSIONAL SERVICES AUTOMATION SOFTWARE FOR SALESFORCE

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PROFESSIONAL SERVICES EXPERIENCE with

PROJECTS

Track both project performance and outcomes for services engagements to deliver better client experience

RESOURCING

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

BILLING

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

 

PROJECT MANAGEMENT

Professional Services help the customer realize value from their investment. Precursive PSA helps you design engagements in Salesforce that are scalable and repeatable. Make projects about outcomes and customer success with Precursive.

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

CUSTOMER ONBOARDING

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

IMPLEMENTATION PROJECTS

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

PROJECT ACCOUNTING

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C_SPACE INCREASES EFFICIENCY & MARGIN

"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

 

KANTAR OPTIMIZES UTILIZATION AND FORECASTING

"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

RESOURCE MANAGEMENT

95% of companies state that capacity is a key strategic priority for growth. Precursive PSA helps you manage capacity, find the right people for projects and plan your team's time effectively. Use Precursive to mobilize your team, balance workloads and improve utilization.

RESOURCE PLANNING

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

DEMAND FORECASTING

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

WORKFORCE MANAGEMENT

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

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PSA ANALYTICS

Companies with real-time, accurate data grow 20% faster. Precursive PSA in Salesforce helps you make better decisions to support your customers, manage your team and increase billings and profitability.

See how your business performs over time with trend analysis across all key professional services KPIs.

ANALYTICS

Get 50 out-of-box reports on budgets, capacity, project margins, profitability and revenue forecasting/recognition.

REPORTING

Build management dashboards in Salesforce to show client billings, expenses, and improve timesheet accuracy.

DASHBOARDS

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TORRENT IDENTIFIES WHITE SPACE FOR NEW SALES

"PRECURSIVE WAS A DELIBERATE INVESTMENT TO SUPPORT OUR FOCUS ON THE CLIENT AND DELIVER VALUE"

DANIEL MCCOLLUM / CEO

TORRENT CONSULTING

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5* USER RATING

WHAT PEOPLE SAY

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

SIMON KEYES

ARQIVA

 
TRY PRECURSIVE PSA SOFTWARE NOW TO
MAKE EVERY CUSTOMER A SUCCESS STORY

PROFESSIONAL SERVICES BLOGS & RESEARCH

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