SALESFORCE SOLUTIONS
Salesforce, a single source of truth.
Boost productivity and customize experiences with Precursive AI.
The best run companies know the impact of professional services on sales and customer retention. Precursive AI 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
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 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 and 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.
RESOURCES
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.
Why Salesforce.
Read why the world's #1 CRM is the platform of choice for customer success.
FAQs.
Is Precursive built on Salesforce, or does it just integrate with it? Precursive is 100% native on the Salesforce platform. There's no separate database, no middleware and no sync jobs - your PSA data lives directly in Salesforce.
What data does Precursive bring into a single source of truth? Precursive unifies sales handover, project plans, resourcing, time tracking and revenue recognition, so sales, delivery and finance all work from the same live Salesforce data.
Do I need a separate licence for Salesforce to use Precursive? Yes. Precursive runs on top of Salesforce, so you'll need an underlying Salesforce licence alongside your Precursive subscription.
How does a single source of truth improve time to value? With no data re-entry between sales and delivery, projects can kick off the moment a deal closes, cutting handover delays and accelerating customer time to value.
Can Precursive help with resourcing decisions as well as project delivery? Yes. Precursive gives resource managers live visibility of capacity and skills within Salesforce, supporting better staffing decisions across the whole services business.
PS content by PS leaders.
The PSA Platform that delivers.
