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Industries

IT & PROFESSIONAL SERVICES

PSA SOFTWARE FOR

Precursive is the single source of truth for professional services and consulting teams. Mobilize the right people for the right project. Track the performance of project budgets and margins. Forecast and recognise revenues and billings to customers. From Sales through Delivery to Billing all in Salesforce.

PRECURSIVE IS TRUSTED BY

DELIVER GREAT RESULTS FOR YOU AND YOUR CLIENTS

Generate more revenue by accelerating your time-to-value in a number of ways with Precursive’s PSA software.

Precursive Product

UTILIZATION TRACKING

Forecast and track billable work across people, roles and teams to improve utilization and generate more revenue.

• Forecast demand for your delivery team and see when consultants come free
• Forecast utilization by person, role, department and other relevant variables
• Identify white space for new sales and boost utilization with effective planning

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PROJECT ACCOUNTING AND TIME TRACKING

Track project margins for fixed price, managed services and T&M projects with realtime data on budgets, costs and margin.

• Get more control of delivery by seeing which projects are overbudget
• Understand how time is being spent on project work through timesheet data
• Increase project margin by reducing over-servicing and time spent on rework

REVENUE
MANAGEMENT

Improve the velocity and quality of delivery and project management to drive more revenue and better customer satisfaction.

• Improve handovers between sales and delivery teams
• Make sure you track when milestones are reached to release revenue
• Revenue recognition for fixed price, milestone-based and T&M projects

Precursive Product

RESOURCE
MANAGEMENT

Improve resource planning and understand the availability and usage of skills and capabilities.

• Identify capability gaps based on demand for roles and skills
• Improve estimations and scoping using data on time spent on tasks
• Retain staff with better workload allocation and avoiding burnout.

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BENEFITS OF PRECURSIVE FOR IT & PROFESSIONAL SERVICES

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FORECAST DEMAND

Real-time view of pipeline and capacity enables better management of resource demand vs. supply.

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INCREASED REVENUE

Boost productivity to drive additional billings with better margin and profitability.

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OPTIMIZE UTILIZATION

Plan and allocate work quickly to teams based on skills and availability to improve billable utilization.

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WHAT PEOPLE SAY

Precursive has helped to gain a deeper understanding of our business. We have learnt about the factors that impact our profitability and have implemented processes to reduce the instances in which these occur.

ROBERT WADE

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Strategic Insights Director, EUROPANEL

PRECURSIVE IS THE SOURCE OF TRUTH FOR PROFESSIONAL SERVICES

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

IT & Professional Services 

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

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.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Find the right consultants, integrations and solutions for your business.

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

Revenue Management

Recognize and forecast revenue with ease and accuracy

Precursive AI ✨

Leverage AI capabilities for better project management and boosting customer success. 

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

Blog

A vault of knowledge from in-house & guest writers

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Toolkits, templates, tips and more 

Research

Industry trends and benchmarking

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

USA: +1 (650) 2906111

UK: +44 (0)203 318 9685

hello@precursive.com

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© 2024 Precursive. All Rights Reserved

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