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
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
