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Salesforce Solutions

SALESFORCE
A SINGLE SOURCE OF TRUTH
.

OUR PARTNERS.

Find the right consultant or technology partner.

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INTEGRATIONS.

Our technology integrates seamlessly with best-in-class tools.

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WHY SALESFORCE?

Salesforce is the world's #1 CRM platform of choice for customer success.

 

Its dynamic system has helped customers see success faster with a single, secure, and scalable platform that is easy to customize to business needs. Salesforce 360 is the single source of truth, syncing your teams internally, and connecting with customers.
 

Given a 360-degree view of the customer, companies can align and extend the capability of their sales, services, and delivery teams with apps like Precursive that pre-integrate with the Salesforce Platform.

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SINGLE SOURCE OF TRUTH FOR DATA.

Unify customer data and build a complete 360º view of your customers.

BOOST TIME TO VALUE.

Leverage real-time insights to personalize the customer journey and bring value to customers faster.

BETTER DECISION MAKING.

Empower teams to make informed decisions by understanding campaign data and insights. 

PRECURSIVE SALESFORCE
THE SERVICES DELIVERY CLOUD

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What's best about Precursive is its ease of use, especially compared to other tools on the market. The UX is super clean and it's simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it's 100% Salesforce native is key."

DAYNA GILES.
Director of Operations | Dealertrack

SAVED 500+ YEARLY WORKING HOURS FOR RESOURCING TEAM.

SEE HOW PRECURSIVE AND SALESFORCE CAN TAKE YOUR CUSTOMER EXPERIENCE TO THE NEXT LEVEL!

PLAYBOOKS

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Identify challenges and create better project management process to supercharge growth.

PRODUCT GUIDES

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Watch demos and feature clips and see how your teams can benefit from using Precursive. 

WHY SALESFORCE

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Read why the world's #1 CRM is the platform of choice for customer success.

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

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