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.
PSA SOFTWARE FOR SALESFORCE TRUSTED BY:
PROFESSIONAL SERVICES DELIVERY WITH PRECURSIVE PSA.
PROJECT MANAGEMENT
Improve services delivery to increase margins and provide better client experience
RESOURCE PLANNING
Mobilize people with the right skills and avoid capacity crunches to help customers realize value faster
REVENUE MANAGEMENT
Make it easy to track time and optimize billable utilization for accurate billing to your customers
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.
PROJECT TEMPLATES.
Embed best practices with repeatable onboarding playbooks. Collaborate with customers to focus on achieving outcomes.
PROJECT GOVERNANCE.
Project Managers are able to run complex implementations with dependencies, milestones, tasks and risks.
PROJECT ACCOUNTING.
Monitor project financials in real-time on budgets, costs, margins and revenues. Be a step ahead on your T&M burn down rates.
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.
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.
"Precursive improved our operational efficiency as it provides end-to-end project visibility, giving our teams real-time access to progress, resource allocation, and allows us to make data-driven decisions that keeps our customer projects and utilization on track."
JESSICA GERMANN.
Head of Professional Services | Orbus Software
ORBUS HAS IMPROVED THEIR SERVICES DELIVERY WITH PRECURSIVE.
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.
SERVICES REVENUE.
Manage revenue backlogs with revenue forecasting and recognition in Salesforce.
Track forecast vs. actual margin on projects and across services offerings including revenue forecasting/recognition.
SERVICES PROFIT.
Increase profitability of professional services with real-time data on budgets, PS profit and client billings.
Precursive replaced our previous tool for implementation. We’ve also recently consolidated 15 business units into one Salesforce org, all now using Precursive for implementation. Precursive offers a solid advantage with ongoing feedback and development as we continue to expand. The team have been great partners for the past eight years.
Highly recommend!
KEN GENTRY.
Manager Operations Development | Cox Automotive Inc
COX AUTO INC. REDUCED ADMIN BURDEN BY 500+ WORKING HOURS .
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.
HOLIDAY MANAGEMENT.
Individuals can easily manage and track their own holiday allowance, with the ability to request approval from any device.
Track the time spent on projects, activities and phases and add comments for clarity across the entire project lifecycle.
TIMESHEET TRACKING.
EXPENSE MANAGEMENT.
With streamlined expense management, you can easily keep on top of expenses by tracking them against project or other non-project expenses.
PROFESSIONAL SERVICES BLOGS & RESEARCH.
Get benchmarks, tools, templates & playbooks to help grow services revenues
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
