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
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
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
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.
Optimize billable utilization with an easy-to-use planner. Schedule resources based on skills, knowledge and availability.
Resource Planning
Manage supply and demand of resources with a real-time view of capacity, utilization and hiring needs.
Demand Forecasting
Organize all your staff and resource profiles including holidays, rate cards, promotions, skills matrix, and work history.
Workforce Management
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
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
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
WHAT PEOPLE SAY
“We're able to increase our throughput of work and improve our capacity planning which is great news.”
SIMON KEYES
ARQIVA
5* USER RATING
PROFESSIONAL SERVICES BLOGS & RESEARCH
Get benchmarks, tools, templates & playbooks to help grow services revenues
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