Precursive Personas
WHO USES
PRECURSIVE?
The only, Salesforce native, all-in-one task management to PSA solution.
PRECURSIVE IS TRUSTED BY:
ONBOARDING MANAGER
Get customers to see value faster with streamlined onboarding in Precursive.
Key Benefits:
Scalable Process
Improved Quality
Increased Velocity
More Value
TEMPLATES & AUTOMATION.
Create a repeatable process for customer onboarding mapped to products you sell.
CUSTOMER COLLABORATION.
Share project plans with your customer including the tasks they need to complete.
ONBOARDING ANALYTICS.
Reporting across all key metrics including project progress and time-to-value.
PROFESSIONAL SERVICES
Deliver your customer outcomes whilst maximizing ARR with Precursive PSA.
Key Benefits:
Agile Workforce
Happy Customers
Profitable Projects
Recurring Revenues
RESOURCE MANAGEMENT.
See availability and capacity of teams and allocate work based on skill and utilization.
PROJECT ACCOUNTING.
Track the progress of project budgets, costs and margins across all customers and regions.
REVENUE FORECASTING.
Forecast revenue and billings and recognize revenue for fixed price, milestone or T&M work.
PROJECT MANAGER
Align your project team with your customer using Precursive in Salesforce.
Key Benefits:
Agile Delivery
Smoother Projects
Less Admin
Better Outcomes
RESOURCE MANAGER
Plan, track and forecast your resource planning with Precursive.
Key Benefits:
Capacity Planning
Better Experience
Reduce Delays
Forecast Analytics
CAPACITY PLANNING.
Find the right person with relevant product knowledge, experience or location.
UTILIZATION TRACKING.
See where your people are over or under utilized. Plan ahead to avoid staff burnout.
DEMAND FORECASTING.
Forward plan your hiring and training needs based on skills and roles you are using most.
SALESFORCE ADMIN
Connect sales, services and success teams on the Salesforce platform.
Key Benefits:
Lightning Native
Data Integrity
Fast Setup
Customer 360
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
