PROFESSIONAL SERVICES AUTOMATION SOFTWARE FOR SALESFORCE
PROFESSIONAL SERVICES EXPERIENCE with
Track both project performance and outcomes for services engagements to deliver better client experience
Mobilize people with the right skills and avoid capacity crunches to help customers realize value faster
Make it easy to track time and optimize billable utilization for accurate invoicing to your customers
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.
Project Managers are able to run complex implementations with dependencies, milestones, tasks and risks.
Monitor project financials in real-time on budgets, costs, margins and revenues. Be a step ahead on your T&M burn down rates.
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
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
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.
Optimize billable utilization with an easy-to-use planner. Schedule resources based on skills, knowledge and availability.
Manage supply and demand of resources with a real-time view of capacity, utilization and hiring needs.
Organize all your staff and resource profiles including holidays, rate cards, promotions, skills matrix, and work history.
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.
Get 50 out-of-box reports on budgets, capacity, project margins, profitability and revenue forecasting/recognition.
Build management dashboards in Salesforce to show client billings, expenses, and improve timesheet accuracy.