UNIFYING SALES AND PROJECT MANAGEMENT FOR WORKFLOW BLISS
Unified brings clarity and control to social advertising investments providing a data and intelligence platform which collects, connects, and enriches social advertising data.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
SOFTWARE AND SAAS
SMB
UNITED STATES
MARKETING PLATFORM
200
TIME
Easy to use time-tracking app
RETENTION
Better transition between sales and service teams improves client experience
MI
Reporting and analytics on Salesforce
THE CHALLENGE.
Being a high-growth company Unified were looking for a way to support and scale that growth. Workflows needed to improve with the services team wanting a clear view of upcoming work in order to mobilize projects more quickly, and tracking project performance and getting real-time data for decision making.
OUR SOLUTION.
Our solution integrates with the sales and quoting tools from Salesforce so projects, with relevant timelines and budgets, are created automatically on deal close. Teams working across multiple projects are planned using a flexible planning module and can record their time against activities on an easy to use app.
OPPORTUNITY MANAGEMENT
Manage and forecast opportunities
LEAD MONITORING
Forecasting and nurturing leads
QUOTE GENERATION
For Labour and products
RESOURCE ALLOCATION
Plan & allocate resources multiple projects, utilisation data
PROJECT BUDGET
Timelines & budgets created automatically, track progress & margin
AUTOMATED REPORTING
Reports generated on capacity, analytics on project profitibility
PRECURSIVE IMPACT.
Management team can generate real-time data on capacity profit and utilization
Automation gives back more time to managers and front-line teams
New simplified workflows for quick transition from sales to delivery
"We have been using Precursive for almost 2 years and it has greatly simplified our workflow by seamlessly transitioning from Opportunity - Project -Resourcing - Budgeting - Tracking Time - Reporting. There are a ton of advantages of keeping everything in a single platform and our implementation of Precursive is a great example of that. Workflow Bliss!”
MATT PILCER
EVP, TECHNOLOGY
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.
WHY PRECURSIVE.
IT & Professional Services
FinTech
Communications