Precursive is a fast and flexible professional services automation solution to maximize revenue & margin and improve all elements of services delivery, that is 100% native to the Salesforce platform.
Optimize sales, resourcing, delivery execution, customer collaboration and revenue management.
Trusted by the worlds's best services teams such as Relias, Degreed, DealerTrack (COX Automotive), PagerDuty, Dutchie, Signicat, Torrent Consulting, SES, and MHR.
HOW WE HELP
SALES - SERVICES HANDOVERS
Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go!
CUSTOMER ONBOARDING & IMPLEMENTATION
Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool.
AGILE RESOURCE MANAGEMENT
Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found.
HIGH-VELOCITY SERVICES DELIVERY
Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking.
PROJECT ACCOUNTING
Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues.
TIMESHEET, EXPENSES & BILLING
Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles.
REPORTING & DASHBOARDS
Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization.
CUSTOMER SUCCESS
Examples of how we have helped our customers include:
Dealertrack | Automotive Software
+ $1M cost saving with increased visibility into resource management and finances.
Signicat | Identity Management SaaS
+ Time-to-value reduced from 90 days to less than 60 days.
+ Faster payments with a 14 day improvement in time-to-money.
SES | Enterprise Communications
+ Reduced average delivery time to less than 90 days from 120 days.
+ $60M in additional recognised revenue as a result on faster go-lives.
Seller
PrecursiveDiscussions
Precursive CommunityLanguages Supported
English
Overview by
Prachi Shah (Digital Marketing Manager)
