Salesforce Solutions
SALESFORCE
A SINGLE SOURCE OF TRUTH.
OUR PARTNERS.
INTEGRATIONS.
BOOST PRODUCTIVITY AND CUSTOMIZE EXPERIENCES
WITH PRECURSIVE AI & AGENTFORCE.
The best run companies know the impact of professional services on sales and customer retention. Powered by Agentforce, Precursive helps you plan and execute services that grow ARR and improve gross and net retention.
> Seamless AI & Human Collaboration
> For Services Delivery teams
> 100% native on Salesforce
The World's #1 CRM
The Services Delivery Cloud for Salesforce
Opportunity Management
PS Quoting
Demand Forecast
Resource Allocation
Project Delivery
Revenue Management
Customer Collaboration
Managed Services
Customer Acquisition
Services Delivery
Customer Retention
AGENTFORCE
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.
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 x SALESFORCE
THE SERVICES DELIVERY CLOUD
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
Identify challenges and create better project management process to supercharge growth.
PRODUCT GUIDES
Watch demos and feature clips and see how your teams can benefit from using Precursive.
WHY SALESFORCE
Read why the world's #1 CRM is the platform of choice for customer success.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
