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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:

Key Features

PLAN. TRACK. FORECAST WITH RESOURCE MANAGEMENT.

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RESOURCING

Plan the right people for projects and manage schedules better to optimize utilization

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PROJECTS

Track the progress of projects and resource plans to see where you are with every customer

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ANALYTICS

Forecast demand from sales, identify capacity issues and know your FTE hiring needs

Resource Management

RESOURCE MANAGEMENT ON SALESFORCE.

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.

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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.

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"Using Precursive will save the resourcing team an estimated 5-10 minutes per project. So for around 60 Projects a week this is approx 10 hours saved a week, 520 hours saved over the year, 22 Working Days."

KEN GENTRY.
Manager Operations Development | Dealertrack

DO THE WORK,
NOT THE ADMIN
.

Project Management

PROJECT MANAGEMENT.

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.

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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.

Precursive Project Management for SaaS
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"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. We are able to manage the field engineers and getting people to do the right task at the right time, has brought that lost revenue right down."

RICHARD VELLA.
Head of PMO | SES Networks

REDUCE DELAYS AND REALIZE MORE REVENUE.

PS Operations

PROFESSIONAL SERVICES OPERATIONS.

Make better decisions based on real-time data. With reporting and dashboards in Salesforce, you can see trends and performance across people and projects.

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BOARD REPORTING.

Monitor key business metrics with reporting on capacity, projects, milestones and utilization.

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COMMERCIAL OPERATIONS.

Monitor sell rates and compare variance against your achieve rates by role or client in Salesforce.

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DEMAND FORECASTING.

Forward plan your hiring and training needs based on what skills and roles you are using most.

Precursive Utlization Tracking for Professional Services
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"We chose Precursive because they combine the right breadth of functionality with ease-of-use and after a quick pilot, we saw this was the case. With Precursive, we’ve given people the right tools to do their jobs. Ultimately we’re able to increase our throughput of work and improve our capacity planning which is great news."

SIMON KEYES.
Head of Pre-sales & Programs | Arqiva

BETTER RESOURCE MANAGEMENT ON SALESFORCE.

WORKFORCE MANAGEMENT.

With complete visibility over 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.

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Assign company and natural holidays to individuals at a regional level to ensure total clarity over when PTO or holiday has been arranged.

HOLIDAY MANAGEMENT.

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Create rate cards for projects, customers and services offerings to ensure you have the right sell rates and margin.

RATE CARDS.

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SKILLS MATRIX.

Map out skills to track what knowledge customers need and where you need to train or develop staff.

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WHAT PEOPLE SAY.

"What’s best about Precursive is its ease of use, especially compared to other tools on the market. The fact that it’s 100% Salesforce native is key."

DAYNA GILES.

Director of Operations | Dealertrack

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RESOURCE MANAGEMENT BLOGS & RESEARCH.

Discover playbooks, blogs with actionable advice and best practices from the world's best companies

Book a Demo

EXPLORE OUR PLATFORM OR BOOK A DEMO TO RESOURCE LIKE A BOSS.

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Research

Industry trends and benchmarking

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Toolkits, templates, tips and more 

Events

Stay in the loop of what Precursive is up to

Webinars

Watch anytime, anywhere, on-demand

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches