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Precursive AI

TRANSFORM YOUR WORK DAY WITH PRECURSIVE AI.

Efficiency. Insight. Growth.
Leverage Precursive’s AI capabilities for better project management and boosting customer success.

PRECURSIVE IS TRUSTED BY:

BOOST PRODUCTIVITY AND CUSTOMIZE EXPERIENCES
WITH PRECURSIVE AI & AGENTFORCE.

The best run companies know the impact of professional services on sales and customer retention. Powered by Agentforce, Precursive helps you plan and execute services that grow ARR and improve gross and net retention.

> Seamless AI & Human Collaboration
> For Services Delivery teams 
> 100% native on Salesforce

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"Professional Services is on the hook for more with less, or the same. AI represents a significant opportunity to build a more intelligent services organization."

ANDY MAHOOD.
CTO | Precursive

The World's #1 CRM

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The Services Delivery Cloud for Salesforce

Opportunity Management

PS Quoting

Demand Forecast

Resource Allocation

Project Delivery

Revenue Management

Customer Collaboration

Managed Services

Customer Acquisition

Services Delivery

Customer Retention

AGENTFORCE

AI FOR SOLVING CHALLENGES IN SERVICES DELIVERY.

RESOURCE ALLOCATION.

Challenge: Manual resource allocation processes lead to inefficiencies, such as overbooking or under-utilization of resources.

 

Solution: AI-powered resource allocation algorithms can analyze project requirements, employee skills, and availability to optimize resource allocation in real-time. Precursive AI has benefits such as improved project profitability and employee satisfaction.

10 SECONDS TO ASSIGN RESOURCES

AI

45% FASTER TIME-TO-VALUE

PROJECT PLANNING.

Challenge: Traditional project planning relies on static schedules and estimates, leading to delays and cost overruns.

 

Solution: AI-driven predictive analytics can analyze historical project data to forecast project timelines and identify potential risks. AI assists in creating more accurate project plans and mitigating risks proactively.

TIME TRACKING AND BILLING.

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$70M IN ADDITIONAL REVENUE

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$1M OPERATIONS SAVINGS

COMPLIANCE AND REGULATION.

Challenge: Ensuring compliance with regulations and industry standards is complex and time-consuming without AI assistance.
 
Solution: AI-powered compliance management systems can automate compliance monitoring, identify potential violations, and ensure adherence to regulations. AI-driven compliance reduces compliance costs and minimizes regulatory risks. Read more about ASC606 and IFRS 15 compliance for revenue recognition here.

RISK MANAGEMENT.

Challenge: Manual risk assessment and mitigation processes may overlook critical risks, leading to project failures or financial losses.
 

Solution: AI-powered risk management platforms can analyze project data in real-time to identify potential risks, assess their impact, and recommend mitigation strategies. AI-driven risk management improves project success rates and profitability.

1/2 TIME
TO
DELIVERY

Precursive & Agentforce AI Project Assistant
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AI PROJECT ASSISTANT.

Get instant status updates on timelines, budgets, risks, and resource plans—all in one place. Ask follow-up questions, drill into specifics, and get insights powered by real-time project data.

WANT SEAMLESS SERVICES DELIVERY WITH HUMAN AND AI COLLABORATION?
SPEAK TO OUR TEAM TO SEE HOW PRECURSIVE CAN HELP YOUR BUSINESS SUCCEED.

AI SERVICES DELIVERY COACH.

Agentforce uses your project data - budgets, milestones, collaboration history, and project health -to provide relevant, actionable coaching on best practices and proactive risk management.

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2 x
BUSINESS GROWTH

CLIENT RELATIONSHIP MANAGEMENT (CRM).

Challenge: Without AI, CRM systems may lack insights into client preferences and engagement patterns, hindering effective client management.

 

Solution: Drive productivity and personalisation with predictive and generative AI across the Customer 360 with Salesforce Einstein. Create and deploy assistive AI experiences natively in Salesforce, allowing your customers and employees to converse directly with Einstein to solve issues faster and work smarter.

PS CONTENT BY PS LEADERS.

BLOG

PODCAST

PRODUCT GUIDES

PLAYBOOKS

PRODUCTIZE SERVICES DELIVERY

SERVICES DELIVERY ALLIANCE 🤝

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THE PSA PLATFORM THAT DELIVERS.

SALESFORCE NATIVE

PARTNER ECOSYSTEM

CUSTOMER STORIES

INTEGRATIONS

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BY PRODUCTS.

PROFESSIONAL SERVICES AUTOMATION

CUSTOMER & PARTNER WORKSPACE

REVENUE MANAGEMENT

PRECURSIVE AI ✨

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