MANAGED SERVICES WITH PRECURSIVE
Turn managed services into a recurring revenue engine.
Managed Services teams shouldn’t struggle to track what’s billable, what’s in budget, or what’s profitable. Precursive keeps it all in one place - tracking service consumption, managing budgets, and driving repeatable revenue, all inside Salesforce.
Precursive AI for Managed Services.
Deliver faster, more proactive, and offer scalable support while keeping margins strong and clients engaged.
With Precursive AI Managed Services teams can:
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Stay on top of SLAs, open tasks and resource utilization
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Check state of budget and ongoing services
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Provide training so team members standardize how services are delivered
PSA software for successful services teams.
Torrent Consulting has improved their staffing, demand planning and utilization tracking.
OUR IMPACT:
- Better forecast accuracy
- Faster mobilisation of delivery team
- Optimised capacity planning with skills matrix
Industry: Salesforce SI
Company Size: 100-500
Solution: Professional Services
A gold-tier Salesforce consulting partner, delivering expert solutions across industries & across the full suite of Salesforce platforms.
Cognite transitioned from custom to standardized services to maximize ARR, GRR and NRR.
OUR IMPACT:
- Tighter control of Services P&L
- Optimised utilization across global resource pool
- Real-time reporting on costings, offering margins and overrun
- Acceleration of templated services delivery to drive more ARR
Industry: Software/SaaS
Company Size: 500-1000
Solution: Implementation
A global industrial SaaS leader, digitalizing the industrial world, enabling full-scale digital transformation of heavy-asset industries.
Orbus has shifted professional services from technical to outcomes-focused delivery with streamlined service offerings.
OUR IMPACT:
- Higher services margins
- Less FOC days and reduced sales discounting
- 5 star CSAT scores
- Increased recurring revenues with service bundles
Industry: Software / SaaS
Company Size: 100-500
Solution: Implementation
Leading global provider of software solutions for Enterprise Architecture, Business Process Analysis, Application Portfolio Management, & IT Governance.
Dutchie has accelerated launch times due to better capacity planning of in-house and partner resources.
OUR IMPACT:
- Faster time-to-transaction
- 8% increase in utilization
- $480k labor costing savings
Industry: Software / SaaS
Company Size: 500-1000
Solution: Implementation
Streamlining dispensary operations, and providing safe and easy access for consumers. Powering over 6,500 dispensaries throughout USA and Canada.
Managed Services dashboard.
Generate insights and analytics on all forms of managed services, subscriptions and on-demand service offerings.
MANAGED SERVICES REPORTING
See what's really happening.
Track all elements of managed services, including budgets, consumption, capacity planning, and financial performance.
Why it matters
No more guesswork - get full visibility into profitability, renewals, and service efficiency to keep your business running smoothly.
MANAGED SERVICES BUDGETING
Use it or lose it.
Define monthly, quarterly, or annual budgets with auto-expiry to match contract renewals. Provide real-time visibility into service consumption, track hours remaining, and automate reminders.
Why it matters
Stop services from running over budget, keep financial and capacity commitments clear and predictable.
PROFITABILITY AND COST CONTROL
Plug the leaky bucket.
Managed services can leak profit because offerings include a mix of pre-sold hours, recurring retainers, and on-demand work but hidden costs, scope creep, and free work eat into margins.
Why it matters
Managed service leaders can protect margins, prevent underbilling, and ensure service work remains profitable.
Selling Managed Services.
Improve gross retention and increase NRR with managed services offers that renew!
SELL MANAGED SERVICES
Grow services recurring revenue (SRR).
Embed SLAs and managed services into Salesforce opportunities to drive predictable, repeatable revenue.
Why it matters
Increase enterprise value with durable, repeatable revenue streams that help to increase gross profit and help you fund operations.
MANAGED SERVICES PROJECTS
Structure on-demand services.
Auto-generate multi-year service budgets directly from Salesforce Opportunities and CPQ, aligned with contract terms.
Why it matters
Save time, prevent budget misalignment, and set a strong foundation for service delivery from day one.
SERVICES CONSUMPTION MONITORING
Expand services without selling.
Identify upsell and renewal opportunities by tracking contract utilization and service trends.
Why it matters
Proactively offer additional services before customers even ask. No more missed renewals or last-minute upsell efforts.
Managed services customer portal.
Give your customers the tools they need to consume more services. A branded, self-service portal makes it easy for them to request help, track usage, and engage with your team.
SELF-SERVICE PORTAL FOR SUPPORT & MANAGED SERVICES
Self-services that works for everyone.
Extend your Support Portal to allow customers to submit and track Managed Services Cases.
Why it matters
Ensure customers can log requests, request services, and engage with your team - without jumping between different platforms.
CUSTOMER CONSUMPTION REPORTING
Keep customers informed.
Automatically generate reports on SLAs, service hours used, and overall value delivered - all visible through the portal.
Why it matters
Build trust and make renewals easier by showing customers exactly how they’re using your services.
ON-DEMAND SERVICES CATALOG
The shop window for services.
Offer a branded, customizable space where customers can browse and request additional services, training, and support.
Why it matters
Increase service consumption and revenue while making it easier for customers to find the help they need.
Managed services delivery.
Ensure consistent service quality and maintain SLAs by automating tasks and tracking time against budgets.
RESOURCE CAPACITY VISUALIZATION
Track time where you work.
Log time directly from Salesforce Cases against managed services budgets - without flipping between multiple tools.
Why it matters
Teams can work where they already are, reducing admin overhead and ensuring accurate tracking. Plus, customers can see their service consumption per case for full transparency.
SERVICE REQUEST ESCALATION
Stay a step ahead.
Managed Services and Professional Services teams operate on the same platform, making it easy to share resources across teams.
Why it matters
Instead of leaving PS consultants on the bench, shift available resources onto Managed Services projects - boosting utilization, reducing idle time, and improving efficiency across all services.
REVENUE MANAGEMENT
Better visibility into subscription revenue.
Apply the right revenue recognition method - equal per period or time-based - on each managed services project.
Why it matters
Keep finance aligned with service delivery, ensuring accurate revenue forecasting and compliance.
Precursive is a great tool for managing people and projects. It has many levels of detail so you can start with basic scheduling and expand in project management and financials in stages. The support team is first class and have lots of relevant experience to help implement best practice.
Giles Sams.
Chief Delivery Officer
Resource management.
Mobilize teams efficiently across all managed services, including residencies, buckets of hours, or pooled resource engagements.
WORK MANAGEMENT
Keep work flowing.
Create repeat tasks and spin up templated projects using Kanban, task lists, and automated notifications.
Why it matters
Help your teams stay on top of service engagements without drowning in admin.
SKILL-BASED RESOURCE ASSIGNMENT
Assign the right people to the right work.
Use intelligent resource matching to assign service requests based on skills and availability. The Magic Assign engine finds the best-fit resource automatically, ensuring the right expertise is applied to each request.
Why it matters
Stop overloading key resources while others sit idle. Ensure high-quality service delivery, prevent burnout, and maximize team efficiency by always assigning the best person for the job.
CAPACITY MODELLING
See true availability.
Sync Leave and PTO from HR systems like BambooHR, HiBob, and Workday to get accurate resource forecasts and ensure smooth service delivery.
Why it matters
No more last-minute resourcing surprise - know exactly who’s available so projects and services stay on track.
HEALTH & RISK MONITORING
Turn project managers into profit managers.
Precursive AI helps managed services teams scale delivery, meet SLAs, and grow recurring revenue without increasing overhead or losing visibility. With AI-powered tools like Risk Whisperer and AI Insights, your team gains real-time awareness of account health, risks, and service performance.
Teams stay ahead of SLA breaches, resource strain, and service drift without relying on spreadsheets or last-minute catchups. Precursive AI is the always-on intelligence layer for managed services leaders.
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 take your Services delivery to the next level.
FAQs.
How does Precursive track managed services consumption? Precursive tracks contracted hours and budgets against actual delivery in real time, so teams always know exactly how much of a contract has been used and what's left.
Can customers self-serve managed services requests? Yes. The Managed Services Customer Portal lets customers request work, track SLAs and see consumption themselves, reducing admin and increasing service adoption.
Does Precursive help control managed services profitability? Yes. Profitability and cost control reporting shows margin per contract in real time, so managed services stop being a cost centre and start driving predictable revenue.
How is managed services billing handled in Precursive? Billing runs directly off tracked consumption and contract terms, so invoices are accurate, disputes are reduced and revenue is recognised on time.
Can Precursive manage resourcing for managed services teams? Yes. Resource management gives visibility into capacity and workload across managed services, so teams can balance ongoing support work against new project demand.
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