PRECURSIVE PSA TRUSTED BY THE WORLD'S BEST SERVICES TEAMS.
FAST AND FLEXIBLE PROFESSIONAL SERVICES AUTOMATION & PROJECT MANAGEMENT FOR SALESFORCE.
RESOURCE MANAGEMENT.
Improve resource allocation by identifying white space quickly.
Get an accurate view of your team's availability and capacity, not just based on the initial project plan, but as it changes.
PLAN. TRACK. FORECAST.
WITH THE SERVICES DELIVERY CLOUD FOR SALESFORCE
45% faster
delivery of projects
By templating onboarding services and finding bottlenecks
+60M
revenue realization
And project duration
reduced from 120 to
90 days
$1M
cost saving
With increased visibility into resource management and finances
10%
in utilization
Resulting in 495
additional billable hours
per month
100%
billing accuracy
Improved cash collection and profit from end of period billing
50% less
over-servicing
Reduction in time spent on non-billable work while increasing utilization
PRECURSIVE 360
FOR PROFESSIONAL SERVICES.
Get a single view of the customer journey with integrated apps and pre-built integrations.
“The team goes above and beyond to solve any issues - we faced some challenges to change some legacy processes but the Precursive team has been very supportive and provided guidance and best practices."
Jessica Germann. Head of Professional Services, Orbus Software
Netsuite
Integrated billings and revenue
Experience
Cloud
Embed customer onboarding plans in communities
Service Cloud
Trigger services demand from customer cases
Gainsight
Align CS and PS throughout the customer journey
Build delivery schedules from quotes and bundles
Sales CRM
Automate project creation & forecast demand from opportunities
Precursive PSA
Manage all elements of service delivery from one place
Jira
Connect Developer teams to services
Tableau
Advanced analytics on services KPIs
Slack
Integrated
project team communications
STRATEGY
PROCESSES
PEOPLE
STRUCTURE
Customer Journey Process
Services GTM
Governance
Partner Ecosystem
Roles & Responsibilities
Organization Design
Systems & Technology
Cross-Functional Alignment
Skills & IP Networks
Culture
Talent & Career Pathing
Workforce Science
BLUEPRINT FOR INTELLIGENT SERVICES DELIVERY.
Design an operating model for the modern services organization with integrated process and capability.
BENCHMARK YOUR PROFESSIONAL SERVICES MATURITY.
Precursive-developed maturity model to help customers benchmark their current state and plot how to grow and scale their services organization
"Precursive are thought leaders for customers but also to the broader Services Delivery Alliance community."
Lisa James. VP Professional Services, Relias
Vision
Commercial
Resource Management
Services Execution
Finance & Operations
World-Class
5
Improvised
Defined
Repeatable
Growth
2
3
4
1
GET THE RIGHT PEOPLE
ON THE RIGHT PROJECT
EVERY TIME.
Increased utilization and billings by matching people to projects based on skills and availability is only a click away.
“We want to have a true view of our human capital and see what our bookings would be in terms of billing back to the client. I want to be able to compare our forecast to actual.”
Mike Dohrmann. Managing Partner, Atlantic Technologies
PRECURSIVE PSA FOR SMARTER SERVICES DELIVERY.
TAKE THEIR WORD FOR IT.
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.
DAYNA GILES.
Director of Operations | Dealertrack
UPCOMING EVENTS.
Follow the link for detailsVirtual EventJoin the Service Delivery Alliance for roundtable sessions with industry experts and peers.
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
FREE TOOLS TO TAKE YOUR SERVICES DELIVERY TO THE NEXT LEVEL.
IT & Professional Services
FinTech
Communications
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.
