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TURN SERVICES DELIVERY INTO YOUR GROWTH ENGINE.

Run your entire services operation on the Precursive PSA platform to connect delivery with demand, improve forecasting, and grow recurring revenue.

 100% BUILT ON

TRUSTED BY THE WORLD'S BEST SERVICES TEAMS.

 PRECURSIVE PSA POWERS SERVICES-LED GROWTH.

Wherever you are in your journey, Precursive helps you scale services delivery and drive recurring revenues

FAST AND FLEXIBLE
PROFESSIONAL SERVICES AUTOMATION & PROJECT MANAGEMENT.

Transform services from a fulfilment layer to a growth engine

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IMPROVE
ATTACH RATES

Make Professional Services easy to sell, price and attach to your deals.

Precursive helps you package services as products, improving attach rates and quote speed. What used to slow down deals now speeds them up.

PROFESSIONAL SERVICES SUCCESS WITH PRECURSIVE.

$1M
cost saving

“Automated project setup and skills/location-based resourcing saved our PMO 500 hours, resulting in 85% on-time delivery.”

Dayna Giles.
Director of Delivery Excellence

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5 STAR 
CSAT

“By focusing on outcome-driven delivery and recurring services, we transformed from a cost center to a profit center - Precursive provided guidance and best practices.”

Jessica Germann.
VP Professional Services

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SERVICES
Intelligence

"Precursive is solving a lot of our needs on reporting on revenue, utilization and speed to value."

Rocio Ines Bayon. Product Manager - PS Products & Offerings

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SERVICES SHOULD NOT BE THE REASON SALES HAS TO SLOW DOWN.

Run your services business on Salesforce to better align Sales and Services to meet the customer where they need you.
 

No integration gaps. No data silos. Track and control how hours and ARR flow through the customer lifecycle from bookings to being retired as revenue.

"We implemented Precursive as it is integrated with Salesforce, allowing delivery & sales teams to collaborate and track efforts in one system."

Ryan Flynn. VP of Delivery, LEVEL AI

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Netsuite

Integrated billings and revenue

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Experience

Cloud

Embed customer onboarding plans in communities

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Service Cloud

Trigger services demand from customer cases

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Gainsight

Align CS and PS throughout the customer journey

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Build delivery schedules from quotes and bundles

CPQ

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Sales Cloud

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Automate project creation & forecast demand from opportunities

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Jira

Connect Developer teams to services

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Tableau

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Advanced analytics on services KPIs

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Slack

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Integrated
project team communications

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Precursive PSA

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Run your entire services operation on Salesforce

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AI POWERED SERVICES
HELP YOU SCALE.

Introducing PREEMPT.

Preempt helps you spot risks and opportunities for growth. Precursive AI powers smarter project management and aligns sales, services and customer success on upsell opportunities linked to services delivery.

“We’ve seen significant gains through AI & Automation: $500k in cost savings without any staff reductions, record CSAT, accelerated TTV and speed to revenue.”

Lisa James. VP Professional Services, RELIAS

What’s best about Precursive is its ease of use, especially compared to other tools on the market. The 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.

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DAYNA GILES.

Director of Operations, DEALERTRACK

TAKE THEIR WORD FOR IT.

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UPCOMING EVENTS.

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BUILT FOR EASE OF USE 
AND
ADOPTION

With a 5* user rating

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BUILDING A COMMUNITY WITH THE SERVICES DELIVERY ALLIANCE.

A network of professional services leaders who discuss strategy and share best practices on growing professional services teams

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FREE TOOLS TO TAKE YOUR SERVICES DELIVERY TO THE NEXT LEVEL.

PLAN. TRACK. FORECAST. 
TO INCREASE THE PRODUCTIVITY OF TEAMS AND
PROFITABILITY OF PROJECTS WITH PRECURSIVE

PS CONTENT BY PS LEADERS.

BLOG

PODCAST

PRODUCT GUIDES

PLAYBOOKS

PRODUCTIZE SERVICES DELIVERY

SERVICES DELIVERY ALLIANCE 🤝

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THE PSA PLATFORM THAT DELIVERS.

SALESFORCE NATIVE

PARTNER ECOSYSTEM

CUSTOMER STORIES

INTEGRATIONS

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BY PRODUCTS.

PROFESSIONAL SERVICES AUTOMATION

CUSTOMER & PARTNER WORKSPACE

REVENUE MANAGEMENT

AGENTFORCE & PRECURSIVE AI ✨

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