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Precursive Personas

SOFTWARE FOR RESOURCE MANAGERS

Forecast demand and avoid capacity crunches.

PRECURSIVE IS TRUSTED BY.

WHY ARE RESOURCE MANAGERS IMPORTANT?

Resource managers can make or break project management and services delivery as they decide which people are matched to which project.

They can create an ideal delivery profile for the company. To do that they need an intelligent and easy-to-use resource allocation tool, or a resource management software that can highlight the strengths and weaknesses of a resourcing plan, provide suggestions and direction within allocation and report on the metrics most important to the business needs.

CHALLENGES FACED BY RESOURCE MANAGERS

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Need more accurate forecasting

Lack of visibility of resource availability

Improve business automation

Being kept in the loop for project delivery

Improve customer experience

Need more accurate forecasting


Lack of visibility of resource availability


Improve business automation


Being kept in the loop for project delivery

Improve customer experience

HOW PRECURSIVE’S RESOURCE MANAGEMENT SOFTWARE CAN HELP

Precursive’s onboarding software brings with it a whole host of capabilities.

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CAPACITY PLANNING

Find the right person with relevant product knowledge, experience or location.

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UTILIZATION TRACKING

See where your people are over or under-utilized. Plan ahead to avoid staff burnout.

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DEMAND FORECASTING

Forward plan your hiring and training needs based on the skills and roles you are using most.

KEY BENEFITS FOR RESOURCE MANAGEMENT AND PROJECT MANAGERS

FORECAST ANALYTICS

1

CUSTOMER COLLABORATION

2

CAPACITY PLANNING

3

REDUCE DELAYS

4

WHAT PEOPLE SAY

We are able to manage the field engineers and getting people to do tasks at the right time has brought that lost revenue right down.

RICHARD VELLA
Head of PMO, SES
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RESOURCE MANAGERS CAN PLAN, TRACK AND FORECAST AT EASE WITH PRECURSIVE.

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

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