It's been two months since this profile received a new review

Precursive Reviews & Product Details

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

Precursive

Discussions

Precursive Community

Languages Supported

English

Overview by

Prachi Shah (Digital Marketing Manager)

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

9 months

View More Pricing Information

Top-Rated Alternatives

Certinia PS Cloud

4.3/5

(681)

Kantata Professional Services Automation (formerly Mavenlink+ Kimble)

View All Alternatives

Precursive Integrations

(2)

Integration information sourced from real user reviews.

Precursive Media

Precursive Demo - Precursive Impact for Customers

What We Do - Services Implementation | Project Management | Capacity Planning | PSA

Do you like getting the wrong invoice from vendors? Neither do your customers.

Precursive Demo - Project and Services Delivery

Improve quality and velocity of project delivery with Project Templates that align to service offerings

Precursive Demo - Real-time Project Accounting

Real-time project margins & increase profitability, efficiency and operational performance for your business

Precursive Demo - Professional Services Maturity Model

Where do you live on Precursive's PS Maturity Model?

Average project delivery time reduced by 40% | 1000+ resources requests filled | $65M additional revenue recognized

G2 reviews are authentic and verified.

Here's how.

Verified User in Financial Services

Small-Business (50 or fewer emp.)

11/23/2021

"Good product with incorporated sets of data to easily work and analyse progress in projects"

4/5

What do you like best about Precursive?

Ease of using project templates once they are incorporated. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

Product updates might make automated flows stop working Review collected by and hosted on G2.com.

Miloslav M.

Development & Analytics Executive

Mid-Market (51-1000 emp.)

11/26/2019

"Helpful tool and great support team"

4/5

What do you like best about Precursive?

The flexibility and the fact that there is always someone ready to come with advice on how to get done what you need to be done. The support team are great and respond very promptly to your request. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

Things improved greatly since the Lightning update. Before then, there were a number of issues to do with reporting especially and with Precursive not being able to display the necessary details we needed for our reporting option. That is now much better although there are still certain legacy issues from when Precurisve was set up on the earlier system (i.e. displaying non billable activities...). Also when you are filling out your timesheet and there are a large number of rows , it takes quite a while to save and update - probably to do with the fact that it's an online tool. Review collected by and hosted on G2.com.

What problems is Precursive solving and how is that benefiting you?

It's all about profitability of reports. We look at how much we costed jobs at the beginning and how many hours we actually spend and this informs our costing in the future. The aim is to become more profitable in the Operations teams. Reports compiled using Precursive data get a lot of traction within the company especially in the leadership team. Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

1/6/2020

"Great for scheduling Consultants"

4.5/5

What do you like best about Precursive?

We are using precursive to match projects with consultants. We really had no capacity visualization to quickly make decisions before this. We are a small company, but growing quickly, and we needed a solution fast. We were able to get up and running within our Salesforce configuration within a reasonable time frame. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

There is not much basic automation within the tool. It is very vanilla. Automation was needed to be built around the tool to fit into our Salesforce configuration. Review collected by and hosted on G2.com.

Debbie P.

Salesforce Administrator

Enterprise (> 1000 emp.)

6/20/2019

"Excellent tool for planning and analyzing resource costs"

4.5/5

What do you like best about Precursive?

Its easy to use, simple to configure in the background and you can get some amazing reports from the data across the bookings and resources used. The ability to add and update resources is really quick and fluid, the ability to set specific security controls within the app (which compliment the general role and profile security controls from the platform). Review collected by and hosted on G2.com.

What do you dislike about Precursive?

The schema on the classic version can sometimes be complicated when you are trying to create reports. Review collected by and hosted on G2.com.

What problems is Precursive solving and how is that benefiting you?

Previously resource planning was done on a master spreadsheet updated by one Project coordinator. Now each of the Project managers make a request for a resource, the resource manager manages that workflow into their teams and allocates resources, and the engineering resources can see in one simple view what their weeks work looks like. We have erradicated manual report creation and the use of any tool other than Precursive for booking resource. We have managed to bring together resource managers and Project managers into one place to easily accommodate those last minute changes to projects that happen, and now this whole process is cleaner, crisper and cheaper (from no wasted time). Review collected by and hosted on G2.com.

Abinash A.

General Manager

Mid-Market (51-1000 emp.)

12/17/2019

"Overall a good experience!"

4.5/5

What do you like best about Precursive?

It is highly customizable and very easy to use. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

There is a lag while saving reports which i don't like but overall its okay. Review collected by and hosted on G2.com.

Kelly C.

Product Imaginer

Computer Software

Small-Business (50 or fewer emp.)

5/15/2019

"Helps us increase utilization and improve capacity planning"

5/5

What do you like best about Precursive?

We starting working with Precursive to help us improve our resource management and workforce planning. Previously we were in Google Sheets which worked to a point but didn't give us a proper forward view or any meaningful data. With Precursive we now have a resource scheduler that works well for our agile approach to planning and delivery. We can tailor both the scheduler and our project financial tracking to our business model and internal business language. This means it is really easy for our PMs and consultants to review project costs and margins in line with resourcing decisions. Being able to see the real-time impact of resourcing changes on margin is a huge step forward. Our Ops and Finance managers like the reporting and dashboards that they provide out-of-the-box - the ones on capacity and project margin/revenues are great - the fact that these are there when you start saved a lot of hassle for our staff. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

We are early in the process so not a lot right now - we've asked for some items to be added to their roadmap which they advised would be included in Q3. They are native to Lightning which means they can add stuff in quickly. Would like to see more on the AI side which they also have on their roadmap. Still can't get people to do their timesheets on time but compliance has gone up. Review collected by and hosted on G2.com.

Recommendations to others considering Precursive:

Great team, great leadership; pleasure to work with. Feel heard & valued. Review collected by and hosted on G2.com.

What problems is Precursive solving and how is that benefiting you?

- Better resource management and less stressed staff

- Workload equality across teams

- Mapped out our skills and technical certifications

- Improved utilization by 5% within 6 months of launch

- Reduced delays between closing deals and starting work by 1 week

- Saved 3 hours per on average on admin for T&E Review collected by and hosted on G2.com.

Fred W.

DIRECTOR

Mid-Market (51-1000 emp.)

4/4/2019

"Awesome PSA Tool "

5/5

What do you like best about Precursive?

We're a Salesforce SI that's fast growing and wanted a simple but functionally rich PSA tool - Precursive is Lightning native which is amazing from a technical architecture perspective as it enables our workflows and improves on them vs. us being dictated how to work, which is the approach used by other providers. We looked at other apps that are supposedly native to Salesforce but when we got under the hood weren't. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

Nothing yet. They have some validation rules that we've had to change but that was simple to do. Review collected by and hosted on G2.com.

Recommendations to others considering Precursive:

Listen to their guidance on best practices to set up - check out their Agile Workforce research. Review collected by and hosted on G2.com.

What problems is Precursive solving and how is that benefiting you?

Clear view of our plan vs actual margin.

The whole team has reduced their admin time.

A single view of all our projects in a granular way.

Helping our HR team plan for hiring by us mapping out skills and certifications for our team.

Timesheets on mobile is also AWESOME. Review collected by and hosted on G2.com.

Verified User in Staffing and Recruiting

Small-Business (50 or fewer emp.)

8/16/2019

"Useful time sheet software with added potential"

4/5

What do you like best about Precursive?

Being able copy projects & phases from one week to the next Review collected by and hosted on G2.com.

What do you dislike about Precursive?

nothing that i can think of, is this 40 characters yet?! Review collected by and hosted on G2.com.

Richard S.

Change Management Director

Mid-Market (51-1000 emp.)

4/4/2019

"Great Product and Aftercare"

5/5

What do you like best about Precursive?

The product is great - simple and easy to use. Lightning native with great aftercare. Has decreased our admin time across the team. Review collected by and hosted on G2.com.

What do you dislike about Precursive?

Not a lot to dislike but looking forward to their AI proposition. Review collected by and hosted on G2.com.