SERVICES DELIVERY SOLUTIONS
Plan, track and forecast
your services delivery.
Juggling spreadsheets, disconnected tools, and last-minute resourcing chaos? Precursive connects your sales, delivery, and finance teams - so you can forecast demand, staff projects accurately, and scale services profitably, all inside Salesforce.
SERVICES DELIVERY SOLUTIONS
The all-in-one PSA platform for
services delivery on salesforce.
Delivering implementations shouldn’t mean juggling disconnected tools.
Keep sales, delivery, and forecasting in sync - staff projects accurately, manage shifting timelines, and track revenue effortlessly.
Consulting isn’t just about delivering great work, it’s about making it profitable & repeatable.
With Precursive, you can optimize utilization, track margins in real-time, and ensure every billable hour turns into revenue.
Managing ongoing services shouldn’t be a black box.
Get full visibility into services consumption, automate tracking, and scale recurring revenue - all inside Salesforce.
PRECURSIVE AI
Meet your intelligent assistant that reduces the complexity of delivery.
It brings calm focus to internal and external interactions, while connecting professional services with GTM teams.
IMPLEMENTATION SERVICES
Make implementation projects
faster, smarter, and more profitable.
Deliver faster, reduce admin, and keep projects profitable - all from Salesforce.
SERVICES OPERATIONS REPORTING
Predict the demand before it hits.
Align implementation teams with sales by tracking pipeline, forecasting resource demand, and planning projects before deals close. Stay ahead of resourcing needs by integrating real-time pipeline data from Salesforce.
Why it matters
No more scrambling when a deal lands - know exactly who you need, when you need them, and how new projects impact workload and revenue.
SERVICES DELIVERY
See the impact, stay in control.
With Precursive, your Gantt chart and project plan aren’t just for show, they drive real-time resource forecasting and revenue tracking. As tasks progress, your resource demand updates automatically, ensuring you always know who’s needed and when.
Why it matters
Forget static plans or disconnected forecasts - keep project delivery, resource planning, and revenue recognition aligned from start to finish so your team can focus on execution, not manual updates.
SHARED CUSTOMER WORKSPACE
A front-row seat to project progress.
Keep customers in the loop without endless status calls. Our Services Delivery Portal gives customers real-time access to project plans, milestones, and deliverables, ensuring full transparency and fewer surprises.
Why it matters
Transparency builds trust, reduces unnecessary status calls and gives customers self-service access to project health, timelines, and upcoming deliverables so everyone stays aligned.
CONSULTING SERVICES
Turn consulting services into scalable, predicatable business.
Turn consulting engagements into scalable, profitable, and predictable revenue - all inside Salesforce.
SERVICES OPERATIONS REPORTING
Bookings to billings in one place.
Connect quoting, demand forecasting, and project profitability tracking in Salesforce. Automatically turn won opportunities into scoped projects, forecast resource demand, and track revenue impact in real time.
Why it matters
No more misquoted projects or capacity shortfalls. See which services are selling, ensure profitable pricing, and predict future resource needs so delivery is always ready when deals close.
DEMAND FORECASTING
Don't pitch the A-team, and staff the B-team.
Track billable utilization across teams, sync leave data from HR systems like BambooHR and Workday, and ensure projects are staffed with the right people at the right time.
Why it matters
Keep productivity high, prevent burnout, and optimize resource allocation with a real-time view of demand vs. capacity - so no one is overworked or underutilized.
BILLING AND REVENUE RECOGNITION
Get paid faster.
Because every project is tracked from sales to invoice, Precursive enables automated billing runs that capture every approved hour, expense, and milestone. Align revenue recognition to project progress with full auditability.
Why it matters
Ensure invoices go out accurately, disputes are reduced, and finance can trust the numbers with a clear trail from time tracked to revenue recognized.
Precursive improved our operational efficiency as it provides end-to-end project visibility. Its flexibility allowing for customization and configuration ensured we were able to make adjustments ourselves, as our operations scaled, and the adoption of the PSA tool further deepened.
Jessica Germann.
Head of PS
MANAGED SERVICES
Turn managed services into
a revenue engine.
Your managed services shouldn’t be a mystery. Gain real-time visibility, increase service consumption, and drive profitable growth with automation that keeps every contract, budget, and resource in sync- all inside Salesforce.
INTREGRATED WITH SALESFORCE CASES
Track time where you work.
Log time directly from Salesforce Cases against Managed Services budgets, ensuring accurate tracking without flipping between multiple tools.
Why it matters
Reduce admin work, ensure every service hour is accounted for, and give customers real-time visibility into how much service they’ve consumed on a per-case basis.
CUSTOMER EXPERIENCE PORTAL
The shop window for services.
Extend your Salesforce Experience Cloud support portal to Managed Services Cases, allowing customers to submit and track service requests while also browsing a service catalog for additional support, training, and consulting.
Why it matters
Make it easy for customers to request services, track SLAs, and explore additional offerings - increasing service adoption and driving incremental revenue without needing sales involvement.
SERVICES REPORTING
Use it or lose it.
The Managed Services Dashboard provides full visibility into service budgets, consumption, and contract expirations. Auto-expiry tracking ensures that service budgets align with contract renewals, preventing overages and unplanned free work.
Why it matters
Stop managed services from becoming a cost center. Keep budgets predictable, ensure contract alignment, and track profitability in real-time, all from Salesforce.
Precursive's 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
PRECURSIVE IMPACT
What we do for you.
SOFTWARE/SaaS
$1M ROI
from hours saved + eliminating further T&E costs with Precursive
RESOURCES
Free tools to start your Services delivery to the right foot.
FAQs.
What does Precursive's services delivery platform actually do? It connects sales, delivery and finance on Salesforce so you can forecast demand, staff projects accurately, track progress in real time, and bill and recognise revenue without switching systems.
How does Precursive help forecast resource demand? Demand forecasting shows exactly who you need and when, before a deal closes, so staffing decisions are based on real pipeline data rather than guesswork.
Can customers see project progress themselves? Yes. The Shared Customer Workspace gives customers a live view of milestones, timelines and deliverables, reducing status-call volume and building trust.
Does Precursive handle billing and revenue recognition? Yes. Bookings-to-billing runs in one place, with automated revenue recognition so finance can trust the numbers and invoices go out accurately.
Is Precursive suitable for managed services as well as project delivery? Yes. It tracks service consumption against contracts and budgets, turning managed services from a cost centre into a predictable revenue stream.
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