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:
PLAN. TRACK. FORECAST WITH RESOURCE MANAGEMENT.
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 demand from sales, identify capacity issues and know your FTE hiring needs
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.
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.
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.
"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.
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.
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.
"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.
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.
Create rate cards for projects, customers and services offerings to ensure you have the right sell rates and margin.
RATE CARDS.
Map out skills to track what knowledge customers need and where you need to train or develop staff.
SKILLS MATRIX.
RESOURCE MANAGEMENT BLOGS & RESEARCH.
Discover playbooks, blogs with actionable advice and best practices from the world's best companies
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.
WHY PRECURSIVE.
IT & Professional Services
FinTech
Communications