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Feb 5, 20211 min read

CUSTOMER SUCCESS STORY: UNIFIED

UNIFYING SALES AND PROJECT MANAGEMENT FOR WORKFLOW BLISS.

We have been using Precursive for almost 2 years and it has greatly simplified our workflow by seamlessly transitioning from Opportunity - Project -Resourcing - Budgeting - Tracking Time - Reporting. There are a ton of advantages of keeping everything in a single platform and our implementation of Precursive is a great example of that. Workflow Bliss!

Matt Pilcer. | EVP, Technology, Unified

Workflows needed to improve with the services team wanting a clear view of upcoming work in order to mobilize projects more quickly. Our solution integrates with the sales and quoting tools from Salesforce so projects, with relevant timelines and budgets, are created automatically on deal close.

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BY SOLUTION.

PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

RESOURCE MANAGEMENT

Staff projects faster with resource planning

PROJECT MANAGEMENT

Improve your implementation experience

BY INDUSTRY.

BY PERSONA.

SaaS & Computer Software

Optimize services delivery

IT & Professional Services

Mobilize people & projects

Professional Services / Services Delivery

Organize work and collaborate with customers

Project Manager

Easily manage timelines and dependencies

FinTech

Reduce time-to-value

Implementation Teams

Organize work & collaborate with customers

Communications

Right first time project management

Resource Manager

Forecast demand and avoid capacity crunches

Salesforce Admin

Extend the power of Salesforce

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.

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.

Partners & Integrations

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!

LEARN MORE

PRECURSIVE PRODUCTS.

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.

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.

EXPLORE PRECURSIVE

PRECURSIVE RESOURCES.

Blog

A vault of knowledge from in-house & guest writers