RESOURCE MANAGEMENT SOFTWARE FOR SALESFORCE
PLAN. TRACK. FORECAST with
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 capacity crunches, utilization and hiring needs using real-time data
Resource planning and capacity forecasts can be managed easily within Salesforce. Stay ahead of customer demand by forward planning based on real-time availability and utilization reporting.
Schedule resources daily, weekly or monthly with an easy-to-use planner. Reallocate work when things change on projects.
See who is available and has capacity to deliver. Find the right person with relevant product knowledge, experience or location.
See where your people are over or under utilized and when they will be free. Plan ahead to avoid staff burnout.
Precursive helps you keep projects running smoothly and see any blockers. Keep track of all tasks and share your plans with the customer so they know what to do.
Share project plans and tasks with customers so they can prioritize their time for specific dependencies.
Get everyone on the same page about what's happening and your timelines. Manage projects using Gantt Charts or Kanban Boards.
Breakdown a project and assign work to your teams. Get notified in real-time when tasks are ready based on predecessors being completed.
REDUCE DELAYS AND REALIZE MORE REVENUE
"WE ARE ABLE TO MANAGE THE FIELD ENGINEERS AND GETTING PEOPLE TO DO TASKS AT THE RIGHT TIME HAS BROUGHT THAT LOST REVENUE RIGHT DOWN"
RICHARD VELLA / HEAD OF PMO
RESOURCE MANAGEMENT ANALYTICS
Make better decisions based on real-time data. With reporting and dashboards in Salesforce, you can see trends and performance across people and projects.
Monitor key business metrics with reporting on capacity, projects, milestones and utilization.
Answer questions about customers, people and projects with trend analysis in Salesforce.
ANALYTICS & DASHBOARDS
Forward plan your hiring and training needs based on what skills and roles you are using most.
BETTER RESOURCE MANAGEMENT ON SALESFORCE
"WITH PRECURSIVE WE'RE ABLE TO INCREASE OUR THROUGHPUT OF WORK AND IMPROVE OUR CAPACITY PLANNING WHICH IS GREAT NEWS"
SIMON KEYES / HEAD OF PRE-SALES & PROGRAMMES
RESOURCE MANAGEMENT BLOGS & RESEARCH