PRECURSIVE
BLOGS & GUIDES.

EFFECTIVE SALES TECHNIQUES FOR SERVICES PROFESSIONALS

Successful service professionals must adopt strategies that emphasize genuine engagement, problem-solving, and long-term client partnerships

TIPS AND TRICKS TO MAKE PROFESSIONAL SERVICES GENERATE MORE REVENUE IN 2024

6 min read

TIPS AND TRICKS TO MAKE PROFESSIONAL SERVICES GENERATE MORE REVENUE IN 2024

Professional Services has become a key revenue driver for businesses. Discover the tips to make your PS function generate more revenue.

THE PARADIGM SHIFT: SERVICES DELIVERY AS A REVENUE ENGINE

6 min read

THE PARADIGM SHIFT: SERVICES DELIVERY AS A REVENUE ENGINE

Services delivery has seen major changes over the years. It has instead emerged as a vital driver of revenue across many industries.

STRATEGIES TO IMPROVE SERVICES MATURITY IN YOUR ORGANIZATION

8 min read

STRATEGIES TO IMPROVE SERVICES MATURITY IN YOUR ORGANIZATION

Understanding your own professional services maturity can be a very difficult task at times. That's why we recommend these strategies.

FOUNDATIONS OF PROFESSIONAL SERVICES MATURITY (AND HOW TO ASSESS)

9 min read

FOUNDATIONS OF PROFESSIONAL SERVICES MATURITY (AND HOW TO ASSESS)

In order to understand professional services maturity, you need to look at it from the ground up. Discover the foundations of PS Maturity.

HOW TO IMPROVE MARGIN AND PROFITABILITY IN PROFESSIONAL SERVICES

7 min read

HOW TO IMPROVE MARGIN AND PROFITABILITY IN PROFESSIONAL SERVICES

Learn how businesses in the professional services industry can improve profitability and margin. Including tips such as value based pricing.

UNDERSTANDING YOUR PROFESSIONAL SERVICES MATURITY

8 min read

UNDERSTANDING YOUR PROFESSIONAL SERVICES MATURITY

Businesses in the professional services industry should be committing tie to understand their own maturity to make business decisions.

TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

2 min read

TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many billing and invoicing tools that can aid your service delivery. Here we will take a look at the top ten to help you decide.

TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

2 min read

TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many project mangement tools out there can aid your service delivery. Here we will take a look at the top ten to help you decide.

TOP 10 SURVEY AND FEEDBACK TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

2 min read

TOP 10 SURVEY AND FEEDBACK TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

Survey tools can help you get the feedback you need much more easily. Don't know which tools to choose, don't worry. We've created a list.

TOP 10 CUSTOMER SUPPORT TOOLS TRANSFORMING SERVICE DELIVERY PRODUCTIZATION

2 min read

TOP 10 CUSTOMER SUPPORT TOOLS TRANSFORMING SERVICE DELIVERY PRODUCTIZATION

There are many customer support tools that can aid your service delivery. Here we will take a look at our top ten to help give you an idea.

2 3 4 5

Oct 2310 min read

EXPLORING THE KEY LEVERS OF SERVICES REVENUE GROWTH

Explore how revenue growth in Professional Services is key to success, meeting client demands, and driving innovation in a tough economy.

Sep 116 min read

EFFECTIVE SALES TECHNIQUES FOR SERVICES PROFESSIONALS

Successful service professionals must adopt strategies that emphasize genuine engagement, problem-solving, and long-term client partnerships

May 236 min read

TIPS AND TRICKS TO MAKE PROFESSIONAL SERVICES GENERATE MORE REVENUE IN 2024

Professional Services has become a key revenue driver for businesses. Discover the tips to make your PS function generate more revenue.

May 26 min read

THE PARADIGM SHIFT: SERVICES DELIVERY AS A REVENUE ENGINE

Services delivery has seen major changes over the years. It has instead emerged as a vital driver of revenue across many industries.

HOW TO SET A PROFESSIONAL SERVICES STRATEGY BASED ON YOUR MATURITY LEVEL

Apr 31 min read

HOW TO SET A PROFESSIONAL SERVICES STRATEGY BASED ON YOUR MATURITY LEVEL

The maturity curve of Professional Services functions is essentially the organizational/team capacity to hit key services targets.

Mar 148 min read

STRATEGIES TO IMPROVE SERVICES MATURITY IN YOUR ORGANIZATION

Understanding your own professional services maturity can be a very difficult task at times. That's why we recommend these strategies.

Feb 269 min read

FOUNDATIONS OF PROFESSIONAL SERVICES MATURITY (AND HOW TO ASSESS)

In order to understand professional services maturity, you need to look at it from the ground up. Discover the foundations of PS Maturity.

Jan 317 min read

HOW TO IMPROVE MARGIN AND PROFITABILITY IN PROFESSIONAL SERVICES

Learn how businesses in the professional services industry can improve profitability and margin. Including tips such as value based pricing.

Jan 318 min read

UNDERSTANDING YOUR PROFESSIONAL SERVICES MATURITY

Businesses in the professional services industry should be committing tie to understand their own maturity to make business decisions.

Jan 102 min read

TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many billing and invoicing tools that can aid your service delivery. Here we will take a look at the top ten to help you decide.

Jan 102 min read

TOP 10 SURVEY AND FEEDBACK TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

Survey tools can help you get the feedback you need much more easily. Don't know which tools to choose, don't worry. We've created a list.

Jan 102 min read

TOP 10 CUSTOMER SUPPORT TOOLS TRANSFORMING SERVICE DELIVERY PRODUCTIZATION

There are many customer support tools that can aid your service delivery. Here we will take a look at our top ten to help give you an idea.

2 3 4 5

RESOURCE MANAGEMENT FOR PROFESSIONAL SERVICES

Oct 10, 20231 min read

RESOURCE MANAGEMENT FOR PROFESSIONAL SERVICES

The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...

Jul 15, 20228 min read

RESOURCE MANAGEMENT: THE COMPLETE GUIDE

Resource management is much more than just managing people, it is the way planning and scheduling can be done efficiently to aid operations.

May 5, 20223 min read

ARE YOU IGNORING RESOURCE ALLOCATION?

For any growing SAAS company, the way they handle increasing resources will be a firm indicator of future success. Discover more here.

ARE YOU HEADING TOWARDS A CAPACITY CRUNCH?

Adam Harper

Mar 29, 20221 min read

ARE YOU HEADING TOWARDS A CAPACITY CRUNCH?

Download our whitepaper, 'Fixing the Capacity Crunch for High-Velocity Services Delivery' and see how scaling businesses are successfully...

THE STATE OF CUSTOMER ONBOARDING & CAPACITY

Jan 8, 20221 min read

THE STATE OF CUSTOMER ONBOARDING & CAPACITY

PRECURSIVE x GAINSIGHT This webinar with CEO Jonthan Corrie, CTO Andy Mahood and guest speaker from Gainsight - Director of Customer...

WHY MANAGING YOUR CAPACITY ISN'T EASY... BUT IT CAN BE!

Dec 17, 20213 min read

WHY MANAGING YOUR CAPACITY ISN'T EASY... BUT IT CAN BE!

Run your SaaS company's projects with speed and accuracy with a clear view of your team's capacity with data-backed decisions.

Nov 29, 20213 min read

WHY IS CAPACITY PLANNING IMPORTANT?

What factors are trending as being important in capacity planning in 2022, and how can we get ahead of the capacity game?

Oct 27, 20215 min read

FIXING THE CAPACITY CRUNCH: Q&As

Audience Q&As from Fixing the Capacity Crunch, In High-Velocity Services Delivery webinar

Jul 26, 20213 min read

TOP TEN TIME MANAGEMENT APPS

Time management software takes away the tedious task of tracking & managing a team's time. Check out our top 10 time management apps

WHAT DOES 'GOOD' RESOURCE MANAGEMENT LOOK LIKE?

Jonathan Corrie

Nov 10, 20209 min read

WHAT DOES 'GOOD' RESOURCE MANAGEMENT LOOK LIKE?

We speak to Guy Marsh, Head of Resource Management at Shell about his journey and the evolution of resource management. Q: Can you tell...

Aug 14, 20204 min read

THE IMPORTANCE OF TIMESHEET COMPLIANCE

If you want to be able to make business decisions based on data, the data has to be accurate

THE 3 PARTS OF PROJECT ESTIMATION (and the 6 Best Techniques to Tackle It)

Suraj Sonara

Aug 7, 20203 min read

RESOURCE MANAGEMENT

THE 3 PARTS OF PROJECT ESTIMATION (and the 6 Best Techniques to Tackle It)

Accurately forecast a project's multiple moving parts (project estimation) and in-turn, provide an accurate picture for the client.

2 3

Jan 102 min read

TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many project mangement tools out there can aid your service delivery. Here we will take a look at the top ten to help you decide.

HOW TO WRITE A SOW IN PROFESSIONAL SERVICES

Dec 18, 20238 min read

HOW TO WRITE A SOW IN PROFESSIONAL SERVICES

A Statement of Work (SOW) is a legal document that outlines the scope of work, deliverables, and timeline for a project. Learn more here.

Dec 4, 20238 min read

WHAT IS RESOURCE CAPACITY PLANNING?

Learn how to identify resource needs, forecast future demand, and allocate resources efficiently in this resource capacity planning guide.

PROJECT IMPLEMENTATION: BEST PRACTICES IN PSA

Nov 17, 202314 min read

PROJECT IMPLEMENTATION: BEST PRACTICES IN PSA

To successfully implement PSA, ensure you have a committed team, clear objectives, and a strong PSA software. Discover the best practices.

Oct 5, 20231 min read

PROJECT ACCOUNTING: A PRECURSIVE GUIDE

The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...

PROJECT BURN RATE: HOW TO CALCULATE AND GAUGE

Sep 18, 20236 min read

PROJECT BURN RATE: HOW TO CALCULATE AND GAUGE

Project burn rate is the rate at which a project consumes its resources, such as time and money. Learn how to calculate and measure this.

Jun 15, 20239 min read

HOW TO WRITE A PROJECT PROPOSAL

If you’re looking to write a proposal for a project and don’t know where to start we can help you, read our blog.

Mar 20, 20234 min read

HOW TO PREVENT PROJECT OVERRUN

Project Overrun can be a big strain on time and costs for your business. This guide looks at how you can prevent Project Overrun.

WHAT IS PROJECT OVERRUN AND WHAT ARE THE REASONS FOR IT?

Mar 20, 20234 min read

WHAT IS PROJECT OVERRUN AND WHAT ARE THE REASONS FOR IT?

In today's blog, we take a look at Project Overrun, what it is and what causes it. Find out more about Project Overrun here.

MANAGING PROJECTS REMOTELY ON SALESFORCE

Feb 22, 20231 min read

PLAYBOOKS

MANAGING PROJECTS REMOTELY ON SALESFORCE

The remote working landscape provides many challenges. Having the right tools can help to solve many of these. See how we can help you grow.

Feb 10, 20231 min read

CUSTOMER SPOTLIGHT - INFOTRUST

MASTER TIME, RESOURCES AND DATA WITH PRECURSIVE Our Customer Spotlight series introduces some of the innovative ways our clients are...

Oct 1, 20221 min read

PROJECT MANAGEMENT IN THE REMOTE WORLD

PRECURSIVE x 4C x APPERIO Join Jonathan Corrie from Precursive, Nathan Ababio from 4C and Sean Smith from Apperio to discover how to...

Oct 2310 min read

EXPLORING THE KEY LEVERS OF SERVICES REVENUE GROWTH

Explore how revenue growth in Professional Services is key to success, meeting client demands, and driving innovation in a tough economy.

Jan 102 min read

TOP 10 BILLING AND INVOICING TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many billing and invoicing tools that can aid your service delivery. Here we will take a look at the top ten to help you decide.

Jan 102 min read

TOP 10 PROJECT MANAGEMENT TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many project mangement tools out there can aid your service delivery. Here we will take a look at the top ten to help you decide.

Jan 102 min read

TOP 10 SURVEY AND FEEDBACK TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

Survey tools can help you get the feedback you need much more easily. Don't know which tools to choose, don't worry. We've created a list.

Jan 102 min read

TOP 10 CUSTOMER SUPPORT TOOLS TRANSFORMING SERVICE DELIVERY PRODUCTIZATION

There are many customer support tools that can aid your service delivery. Here we will take a look at our top ten to help give you an idea.

TOP 10 REPORTING AND ANALYSIS TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

Jan 102 min read

TOP 10 REPORTING AND ANALYSIS TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many reporting tools that can aid your service delivery. Here we will take a look at our top ten to help give you an idea.

TOP 10 CRM TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

Jan 102 min read

TOP 10 CRM TOOLS FOR SERVICE DELIVERY PRODUCTIZATION

There are many CRM tools that can aid your service delivery. Let's take a look at our top ten to give you an idea of the ones out there.

Oct 11, 20231 min read

PLAYBOOKS

HOW TO PRODUCTIZE SERVICES DELIVERY

In this Playbook, we take a look at the role of professional services in SaaS, and break down the question, what are service packages?

THE POWER OF PRODUCTIZING SERVICES WITH ILAN GENDELLMAN

Sep 22, 20235 min read

PODCAST

THE POWER OF PRODUCTIZING SERVICES WITH ILAN GENDELLMAN

Esteemed guest, Ilan Gendellman chats with Jonathan about how productization impacts professional services efforts, and key metrics.

PRODUCTIZING SERVICES IN THE IT SERVICES INDUSTRY

Apr 24, 20235 min read

PRODUCTIZING SERVICES IN THE IT SERVICES INDUSTRY

Are you interested in productizing your IT services? Read our guide on the benefits, our tips and how to approach the change, here.

HOW TO PRODUCTIZE YOUR CONSULTANCY BUSINESS

Apr 13, 20237 min read

HOW TO PRODUCTIZE YOUR CONSULTANCY BUSINESS

Are you interested in productizing your consultancy business? Read our guide on the benefits, and most importantly how to approach this.

PRECURSIVE PERSPECTIVE PODCAST - ADAM MAZE

Apr 3, 202327 min read

PODCAST

PRECURSIVE PERSPECTIVE PODCAST - ADAM MAZE

In this episode podcast episode, Jonathan discusses with Adam Maze efficient operations and revenue recognition in consulting.

CUSTOMER ONBOARDING: PRECURSIVE BEST PRACTICES

Oct 10, 20231 min read

CUSTOMER ONBOARDING: PRECURSIVE BEST PRACTICES

The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...

IMPLEMENTATION SERVICES: A PRECURSIVE GUIDE

Oct 10, 20231 min read

IMPLEMENTATION SERVICES: A PRECURSIVE GUIDE

The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...

Oct 3, 20231 min read

CUSTOMER SPOTLIGHT - PROCURIFY

IMPROVING TIME TO VALUE WITH PRECURSIVE Join Precursive CEO Jonathan Corrie and Julian Hannabuss, Director of Revenue Operations at...

TRADITIONAL SERVICES DELIVERY IS DEAD - CUSTOMER SPOTLIGHT

Apr 7, 20231 min read

TRADITIONAL SERVICES DELIVERY IS DEAD - CUSTOMER SPOTLIGHT

PROFESSIONAL SERVICES IN THE OUTCOME ERA The best professional services and customer success teams are shifting focus from traditional...

HOW TO SUCCEED IN THE OUTCOMES ERA OF SAAS

Apr 1, 20231 min read

HOW TO SUCCEED IN THE OUTCOMES ERA OF SAAS

OPTIMIZE PROFESSIONAL SERVICES DELIVERY WITH PRECURSIVE Watch our webinar with Jonathan Corrie - CEO, Anna Korzeniowska - Head of CS and...

Jun 29, 20211 min read

NO-ONE CARES ABOUT YOUR GO LIVE!

CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING Watch the recording of our webinar with panelists Jay Nathan (Higher Logic) and Peter...

TRADITIONAL SERVICES IS DEAD - PRODUCT WEBINAR

May 21, 20211 min read

TRADITIONAL SERVICES IS DEAD - PRODUCT WEBINAR

OPTIMIZE PROFESSIONAL SERVICES DELIVERY WITH PRECURSIVE At Precursive, we've been discussing how traditional professional services...

May 13, 20214 min read

PRECURSIVE SPRING RELEASE ‘21

Some much anticipated new features in our Spring release now available on the Precursive Platform!

Rickardo

Feb 5, 20214 min read

BEYOND CUSTOMER ONBOARDING

| When Your Customer Needs Professional Services When does onboarding stop? Or does it? In a subscription economy, an increasing number...

FROM CUSTOMER ONBOARDING TO PROFESSIONAL SERVICES

Sep 18, 20203 min read

FROM CUSTOMER ONBOARDING TO PROFESSIONAL SERVICES

For SaaS products, there are usually 3 well-defined stages in the customer lifecycle: Onboarding, Professional Services & Customer Success

PROFESSIONAL SERVICES DELIVERED WITH GAINSIGHT + PRECURSIVE = CUSTOMER SUCCESS FOR PATSNAP

Aug 5, 20202 min read

PROFESSIONAL SERVICES DELIVERED WITH GAINSIGHT + PRECURSIVE = CUSTOMER SUCCESS FOR PATSNAP

Hayden & team PatSnap use Precursive OBX in conjunction with Gainsight to connect CS, Onboarding & Professional Services on Salesforce.

May 22, 20203 min read

WHAT IS A CUSTOMER ONBOARDING PLAYBOOK?

Customer Onboarding Playbook is a term you will hear often in the world of complex SaaS products.

CUSTOMER COLLABORATION FRAMEWORK FOR PROFESSIONAL SERVICES

Oct 10, 20231 min read

CUSTOMER COLLABORATION FRAMEWORK FOR PROFESSIONAL SERVICES

The PS Pillars serve as a knowledge hub for the Professional Services industry. Get a crash course in what they are, why they're...

Oct 3, 20231 min read

PRECURSIVE X COGNITE

Pitfalls to Avoid in Fast Scaling SaaS Watch the recording of our webinar with guest speaker Alex Farmer, VP of Customer Success at...

Oct 27, 20215 min read

FIXING THE CAPACITY CRUNCH: Q&As

Audience Q&As from Fixing the Capacity Crunch, In High-Velocity Services Delivery webinar

Jun 29, 20211 min read

NO-ONE CARES ABOUT YOUR GO LIVE!

CUSTOMER SUCCESS STARTS WITH CUSTOMER ONBOARDING Watch the recording of our webinar with panelists Jay Nathan (Higher Logic) and Peter...

ENGINEERING CUSTOMER SUCCESS AT ADDAPPTATION

May 14, 20216 min read

ENGINEERING CUSTOMER SUCCESS AT ADDAPPTATION

Read how Melissa Jurkoic is bridging the gap between business & technology as Chief Customer Experience Officer at Addaptation.

Oct 9, 20203 min read

CREATING CUSTOMER SUCCESS FOR LINODE

Sam Smith implements Customer Success function at Linode to create greater customer retention and increase platform usage.

CUSTOMER SUCCESS THAT SCALES: BUILDING A PLATFORM FOR GROWTH

Sep 9, 20202 min read

CUSTOMER SUCCESS THAT SCALES: BUILDING A PLATFORM FOR GROWTH

As a CSM at Precursive, Anna works with the Precursive clients to make sure they are seeing the greatest possible value from the platform.

Aug 5, 20202 min read

PROFESSIONAL SERVICES DELIVERED WITH GAINSIGHT + PRECURSIVE = CUSTOMER SUCCESS FOR PATSNAP

Hayden & team PatSnap use Precursive OBX in conjunction with Gainsight to connect CS, Onboarding & Professional Services on Salesforce.

HOW TO SCALE CUSTOMER SUCCESS IN A REMOTE WORLD

May 28, 20203 min read

HOW TO SCALE CUSTOMER SUCCESS IN A REMOTE WORLD

CUSTOMER SUCCESS DURING COVID-19: THE NEW REMOTE REALITY OF WORK

HOW TO DELIVER MORE CUSTOMER SUCCESS IN 2020

Jan 10, 20205 min read

HOW TO DELIVER MORE CUSTOMER SUCCESS IN 2020

Key strategic advice from Customer Success industry experts for 2020

Joe Barron

Oct 16, 20185 min read

COGNISM: CUSTOMER SUCCESS

The idea is to educate the client at every stage of their journey and demonstrate to them how to get the very best out of a product.

2 min read

PRECURSIVE SUMMER '22 RELEASE

It's summer time, and that means it's release time! Our all new mobile app will make your life much easier. Discover what else is new here.

3 min read

PRECURSIVE WINTER RELEASE '22

From improving project management with task dependencies to easier customer collaboration with Customer Workspace, this release has it all.

3 min read

PRECURSIVE SUMMER RELEASE ‘21

Watch our SUMMER '21 RELEASE HIGHLIGHTS WEBINAR or have a quick read to learn what great features we’ve worked on since the last Spring...

4 min read

PRECURSIVE SPRING RELEASE ‘21

Some much anticipated new features in our Spring release now available on the Precursive Platform!

4 min read

PRECURSIVE WINTER RELEASE ‘21

Our new Winter release of Precursive is now available and ready for you! This release contains really great features that will help in...

2 min read

PRECURSIVE PSX SUMMER RELEASE ‘20

Precursive PSX Summer Release '20

3 min read

PRECURSIVE OBX SUMMER RELEASE ‘20

Precursive OBX Summer Release '20

3 min read

NEW FEATURES FOR FEBRUARY

Precursive brings you some amazing new features that are sure to boost your productivity for 2020

3 min read

NEW FEATURES IN DECEMBER

New Features in December

1 min read

NEW FEATURES IN OCTOBER

Thanks to your continuous feedback we are introducing a Bookings Reassignment feature

2 min read

NEW FEATURES IN AUGUST

Precursive - More customisable options than an ice-cream parlour. Here are this month's new features.

3 min read