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Project Management Online Software

ACCELERATE
TIME-TO-VALUE TO
DRIVE MORE REVENUE
. 

Precursive is the #1 project management tool to help teams manage tasks and projects with real-time customer collaboration to deliver on time, every time. 

PROJECT MANAGEMENT SOFTWARE FOR SALESFORCE USED BY:

Key Features

ONBOARDING PLAYBOOKS

MAINTAIN QUALITY & VELOCITY WITH PRECURSIVE PROJECT MANAGEMENT SOFTWARE.

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Execute repeatable playbooks to simplify project management and onboard customers faster

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Share your progress and plans with your customer directly from Precursive

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Track the performance of all projects and see progress across all customers

Delivery Playbooks

IMPLEMENTATION DELIVERY PLAYBOOKS.

Implementation Delivery Playbooks, help you improve time-to-value. Onboarding plans are created based on activity within Salesforce. Your onboarding playbooks are mapped to customer segments, products, or your own criteria within Salesforce.

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Map onboarding plans to the products or services that you sell in Salesforce. Automate the creation of project plans to save time.

IMPLEMENTATION TEMPLATES.

PROJECT MANAGEMENT.

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 when tasks are ready based on their predecessors being completed.

WORK MANAGEMENT.

Precursive Project Plan view
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"We're able to share the project plan with the client, which allows our clients have more ownership in the project, see it in real-time and where issues might arise making them more responsive in the process. Having Precursive has definitely helped us to scale and has reduced our baseline times by around 50%."

SKYE EVANS.
Client Project Manager | Patron Technologies

50% REDUCTION
IN ONBOARDING TIME WITH PRECURSIVE
.

Step #2: Map out the plan and share with colleagues & customers

Customer Collaboration

CUSTOMER COLLABORATION.

Keep your customers in the know throughout the entire process by sharing your onboarding plan straight from Precursive. No more delays because you are sending a spreadsheet back-and-forth every time the plan changes.

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PROJECT NOTIFICATIONS.

Let customers know when you reach project milestones. See when delays are happening so you can remove any blockers.

ONLINE ACCESS.

Share project plans and tasks with customers so they can prioritize their time for specific dependencies.

PLANNING & SCHEDULING.

Set a baseline to track deliverables against your commitments and if the plan changes, tasks are automatically rescheduled.

Precursive Customer Collaboration Board view
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"Precursive helped us to organize ourselves better, made us able to handle a higher volume, while also keeping track of what is happening.
Nothing is forgotten."

SOFI FAHLBERG.
VP Operations | Signicat

TIME-TO-VALUE IMPROVEMENT WITH PRECURSIVE.

Reporting & Dashboards

CUSTOMER ONBOARDING ANALYTICS.

Create a scalable and repeatable process by analyzing what works best. Get real-time reporting in Salesforce on where you are with every customer. Precursive helps you optimize implementations, reduce delays and increase customer retention.

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REPORTING.

Keep on top of key metrics with real-time reporting on task completion, milestones, baseline variance, and risks.

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ANALYTICS & DASHBOARDS.

Make better decisions about projects, people and customers with trend analysis and tailored business reports in Salesforce.

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FORECASTING.

Know when you can start new projects, forecast and forward plan to avoid capacity crunches. Scale your services as your business grows.

Precursive Customer Onboarding Dashboard for Fintech
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"Precursvie has given us specific metrics that we can report on from the implementation side of things, aside from revenue. It's allowed us to pivot more easily and move quickly if we do see deviations in time to value and overall implementation."

EMILY KUSKE.
Customer Success Leader | Patsnap

NEED A PROJECT MANAGEMENT APP ON SALESFORCE?

Book a Demo

TRY PRECURSIVE'S ONLINE PROJECT MANAGEMENT TOOL NOW TO SEE SUCCESS FASTER.

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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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IMPLEMENTATION SOFTWARE BLOGS & RESEARCH.

Get benchmarks, tools, templates & playbooks to get your team started on the right foot.

EXPLORE OUR PLATFORM FOR SALESFORCE.

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

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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