Resource Management Software

RIGHT PEOPLE,

RIGHT PROJECT,

EVERY TIME

Precursive RCO is the Resource Management Salesforce App to help you staff projects faster

RESOURCE MANAGEMENT SOFTWARE FOR SALESFORCE

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PLAN. TRACK. FORECAST with

RESOURCING

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

PROJECTS

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

ANALYTICS

Forecast capacity crunches, utilization and hiring needs using real-time data

 

RESOURCE MANAGEMENT

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.

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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FORECAST RESOURCING NEEDS AHEAD OF TIME

"KNOWING CAPACITY INFORMS US COMMERCIALLY, ALLOWING REALLOCATION OF RESOURCE EFFECTIVELY"

KANESH KHILOSIA / CEO

ARMSTRONG CRAVEN

 

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.

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.

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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

SES

 

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.

Reporting

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

Analytics & Dashboards

Answer questions about customers, people and projects with trend analysis in Salesforce.

Forecasting

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

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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

ARQIVA

 

TRY PRECURSIVE CUSTOMER ONBOARDING SOFTWARE NOW TO

SEE SUCCESS FASTER

WHAT PEOPLE SAY

“We're able to increase our throughput of work and improve our capacity planning which is great news.” 

SIMON KEYES

ARQIVA

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5* USER RATING

RESOURCE MANAGEMENT RESOURCES & RESEARCH

PLAYBOOKS

Get onboarding tools, templates and playbooks to help you to plan, track and forecast!

BLOGS

Our resource management section within the blog contains a volume of actionable advice.

RESEARCH

Learn from 500 of the world's best companies on best practices for customer onboarding.

CHECK OUT OUR OTHER SOFTWARE TOOLS FOR SALESFORCE OR COMPARE THEM ON OUR PRICING PAGE