RESOURCE MANAGEMENT SOFTWARE
Right people.
Right project.
Every time.
Precursive PSA is a Resource Management tool to help increase utilization and profit, all on Salesforce.
RESOURCE MANAGEMENT SOFTWARE FOR SALESFORCE USED BY
FROM SALES FORECAST TO FTE PLANNING
Plan, track and forecast with Precursive resource management software.
Plan the right people for projects and manage schedules better to optimize utilization
Track the progress of projects and resource plans to see where you are with every customer
FORECAST ANALYTICS
Forecast demand from sales, identify capacity issues and know your FTE hiring needs
RESOURCE PLANNING AND CAPACITY FORECASTS
Resource Management on Salesforce.
Managed these easily within Salesforce and stay ahead of customer demand by forward planning based on real-time availability and utilization reporting.
RESOURCE SCHEDULING.
Schedule resources daily, weekly or monthly with an easy-to-use planner. Reallocate work when things change on projects.
CAPACITY PLANNING.
See who is available and has capacity to deliver. Find the right person with relevant product knowledge, experience or location.
UTILIZATION TRACKING.
See where your people are over or under utilized and when they will be free. Plan ahead to avoid staff burnout.
RUN PROJECTS SMOOTHLY WITHOUT BLOCKERS
Resource Management AI.
Keep track of all tasks and share your plans with the customer so they know what to do.
CUSTOMER COLLABORATION.
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
PROJECT MANAGEMENT.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt Charts or Kanban Boards.
WORK MANAGEMENT.
Breakdown a project and assign work to your teams. Get notified in real-time when tasks are ready based on predecessors being completed.
This is a great tool for managing people and projects. It has many levels of detail so you can start with basic scheduling and expand in project management and financials in stages. The support team is first class and have lots of relevant experience to help implement best practice.
Giles Sams.
Chief Delivery Officer
iMMERSIVE REDUCED DELAYS AND REALIZED MORE REVENUE WITH PRECURSIVE.
MAKE BETTER DECISIONS
Resource management and forecasting.
With reporting and dashboards real-time data in Salesforce, you can see trends and performance across people and projects.
BOARD REPORTING.
Monitor key business metrics with reporting on capacity, projects, milestones and utilization.
COMMERCIAL OPERATIONS.
Monitor sell rates and compare variance against your achieve rates by role or client in Salesforce.
DEMAND FORECASTING.
Forward plan your hiring and training needs based on what skills and roles you are using most.
Precursive has improved our revenue tracking process and provided unprecedented visibility into key business metrics. The seamless flow from opportunity to project delivery to revenue recognition has eliminated the data gaps.
Rocío Inés Bayon.
Product Manager - PS
PAGERDUTY REDUCED DELAYS AND IMPROVED TIME-TO-VALUE FOR IMPLEMENTATION WITH PRECURSIVE.
HAVE COMPLETE VISIBILITY
Workforce management.
See your team’s capacity, including project time, non-billable hours and PTO, our Salesforce resource management tool helps determine whether capacity will meet upcoming business opportunities.
HOLIDAY MANAGEMENT.
Assign company and natural holidays to individuals at a regional level to ensure total clarity with easy integrations into HR management tools.
RATE CARDS.
Create rate cards for projects, customers and services offerings to ensure you have the right sell rates and margin.
SKILLS MATRIX.
Map out skills to track what knowledge customers need and where you need to train or develop staff.
CUSTOMER STORIES
What people say.
This is the best PSA platform and offers real time analytics that helps me and my team manage at all levels. The automation in the platform has helped us to realize significant cost savings in efficiencies.
Lisa James.
VP of Professional Services
RESOURCES FOR RESOURCE MANAGEMENT
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