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PRODUCTS
PLATFORM.
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Professional Services Automation
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DELIVERY.
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Plan, deliver and forecast projects inside Salesforce.
Templated plans, dependencies and milestones on one record.
Match people to work by skill, cost and availability.
Give clients a live, shared view of onboarding.
Close the gap between work delivered and revenue billed.
Track hours and ARR from booking to recognition.
Put a number on what scope creep is costing you.
Your all-in-one agentic services automation on Salesforce, to power services-led growth.
See it running. Walk the whole platform yourself, no long form and no sales call.
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PRECURSIVE AI
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AGENTS FOR SELLING SERVICES.
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AGENTS FOR DELIVERING SERVICES.
Handover Agent
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Bring Zen to the chaos of services delivery; the AI operating layer for your business.
Runs alongside Certinia, Kantata, Rocketlane and others.
Your data stays in Salesforce and never trains models.
Tells AEs which services to attach, and how to pitch them.
Surfaces upsell signals hiding in cases, calls and emails.
Builds a delivery-ready brief before kick-off.
Flags project risk and automates the status admin.
Coaches consultants against your method, in real time.
Precursive MCP. Connect Claude, ChatGPT or Gemini straight to Precursive and work in plain language.
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One record for sales, services and customer success.
NetSuite, CPQ, Gainsight, Jira, Slack, Tableau and more.
Certified partners who implement and extend Precursive.
The people who get you live and keep you there.
Find the fit for how your team delivers today.
Get customers live faster and protect the first 90 days.
Bill accurately and hold utilization where it should be.
Forecast recurring delivery and renew on evidence.
See how teams cut go-live time and grew margin.
Explore how Precursive works in your sector.
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$1M a year saved on costs. See how Dealertrack got end-to-end visibility across projects, resourcing and revenue.
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Trends and practice for services and customer success teams.
Templates and tools for services delivery best practices, supported by industry leaders.
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The numbers behind customer results.
In conversation with professional services and customer success leaders.
Live sessions, plus everything on demand.
Everything you need for services-led growth.
The foundations of a services business that scales.
Beyond the hype: when the model works, and when it doesn't.
Get a clear, written AI strategy for your services org within 2-3 weeks.
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CUSTOMER SUCCESS STORY: PATRON

Jan 20, 2022

1 min read

FIXING THE DISCONNECT BETWEEN ASANA & SALESFORCE.

We're able to share the project plan with the client, which allows our clients have more ownership in the project, see it in real-time and where issues might arise making them more responsive in the process.

Skye Evans. | Client Project Manager, Patron

Patron found that as client requirements become more complex they needed a solution to help manage the process. Patron use Salesforce to communicate with their customers and implementation data is now all in one place having switched to Precursive OBX.

READ THEIR STORY