Polsource

ACCELERATING GROWTH FOR A SALESFORCE PLATINUM PARTNER

PolSource a fast growing Salesforce Platinum
Systems Integrator with backing from Salesforce
Ventures.

INDUSTRY.

COMPANY SIZE.

HEADQUARTERS.

PRODUCT.

EMPLOYEES.

SALESFORCE INTEGRATORS

MID-MARKET

UNITED STATES

SALESFORCE CONSULTING

300

2 WEEKS

Saved at the end of month on financial reporting

UTILIZATION

Increased through better resource management

50%

Reduction in time spent on non-billable work

THE CHALLENGE.

Planning and forecasting resource capacity was difficult; it was time consuming to create reports on key operational metrics such as utilization, bill rates and revenue (forecast vs. actual). It took three weeks at the end of the month for financial and operational reconciliation. They wanted to reduce the amount of overage and associated revenue leakage on fixed price work.

OUR SOLUTION.

Precursive PSX is the source of truth for staffing, time-tracking and revenue management. Precursive's native PSA solution helps the leadership team make better decisions using real-time data on utilization and sales pipeline.

OPPORTUNITY MANAGEMENT
Manage sales proposals & briefs

QUOTE GENERATION
Summarise pipeline for services

TEAM COLLABORATION
Align sales with staffing team

TASK ALLOCATION
Plan and staff projects with the right team

PROJECT MANAGEMENT
Track performance of project costs & margins, manage capacity forecast

SERVICES BILLING
Monitor costs & budgets, track time and billings

PRECURSIVE IMPACT.

Real-time reporting saves weeks at the end of every month

Increased utilization and improved billing through better resource management

Management team can make better decisions based on data in Salesforce

"We’ve had a lot of amazing operational improvements over the last year, an easy-to-use tool has made it a lot easier. We knew we were spending a lot of time on overage or warranty work, with Precursive we can now easily track this. The built in functionality and the ease of extending Precursive has been great."

BRANDON MARSEE

SVP, FINANCE & OPERATIONS

TRY PRECURSIVE SOFTWARE NOW TO
FORECAST. DELIVER. GROW.