CREATING A SINGLE SOURCE OF TRUTH ON SALESFORCE
A Salesforce Platinum Consulting Partner, since 1997, Atlantic Technologies (AT) has been an international leader in the field of digital transformation,
consulting hundreds of clients all over Europe, America, Asia, and the Middle East. As an innovative cloud consulting company they pride themselves on offering groundbreaking digital solutions on the Salesforce platform.
INDUSTRY.
COMPANY SIZE.
HEADQUARTERS.
PRODUCT.
EMPLOYEES.
SALESFORCE INTEGRATORS
SMB
ITALY
SALESFORCE CONSULTING
200
100%
Accuracy in billing
WORKLOAD
Equality with improved util. management
10 X
Headcount with predictive hiring
THE CHALLENGE.
Managing human capital was a priority, as was the ability to view all bookings, billings and revenue management on just one platform. When it came to demand forecasting, Atlantic had no visibility on what work was coming through the pipeline. Not having this insight can cause delays in project timelines, and a diminished capacity to meet demand fluctuations effectively.
OUR SOLUTION.
Precursive PSX is used to staff projects, manage capacity and forecast hiring requirements. Atlantic tracks the performance of projects budgets and margins, as well as managing billing to customers.
OPPORTUNITY CREATION
Manage Sales Pipine
QUOTE MANAGEMENT
Send Quotes to Client
REAL-TIME
Align sales with delivery teams
PROJECT MANAGEMENT
Plan, manage and allocate projects
RESOURCE ALLOCATION
Schedule teams, forecast capacity crunches
REVENUE MANAGEMENT
Monitor budgets, track time & expenses
PRECURSIVE IMPACT.
Sales, recruitment and resource management in one platform
Productive utilization but balanced workloads across team
Precursive is their single source of truth
"We don’t want to guess. Precursive becomes a
single source of truth for us. Here’s where our projects are and here’s when people are rolling off. There’s an art to consulting but it should be on getting in front of the customer and being creative with them.
It shouldn’t be on trying to assemble a team or getting the right people in the right place at the right time. That’s the science and that’s Precursive."
MIKE DOHRMANN
MANAGING DIRECTOR
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
