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Resources

PRECURSIVE
PLAYBOOKS.

Welcome to our Playbook gallery where will you find downloadable playbooks with insights from leading practitioners across the world of Customer Success and Professional Services.

SCALE YOUR PARTNER PROGRAM
 
This playbook is to help businesses better understand how to setup, manage and scale services partner programs and put in place the building blocks that allow an ecosystem of partners to flourish and succeed. 

DOWNLOAD HERE
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HOW TO PACKAGE SERVICES TO BOOST MARGIN
 
This playbook profiles how consultancies can increase enterprise value through architecting their services offerings to boost revenue and margin.

DOWNLOAD HERE
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WELCOME TO THE MODERN SAAS ECONOMY

Our new Playbook, with guidance and practitioner insights from Dave Kellogg, Jay Nathan, MongoDB, Poppulo and more. Find out when, how and why you should productize service packages.

DOWNLOAD HERE
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R.I.P TRADITIONAL SERVICES 

With guidance and practitioner insights from Sage, Cognite, Garwood Solutions & Infosys, welcomes you into the future of Professional Services where velocity and quality are key tenets for success.

DOWNLOAD HERE
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PLAN. TRACK. FORECAST.
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In conjunction with 4C, we bring you a new Playbook that will help the evaluation of your current position, identify the challenges, and create better project management processes to build a future-proofed platform to supercharge your growth. 
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DOWNLOAD HERE
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SEE. SUCCESS. FASTER.
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With contributions from AppsFlyer, BOX, GoCardless, Patsnap and SAP Concur. Welcome to our guide to help strengthen and scale your SaaS business. Find out what some of the world’s most innovative teams are doing to help their customers see success faster.

DOWNLOAD HERE
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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

BY INDUSTRY.

BY PERSONA.

IT & Professional Services 

Mobilize people & projects

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.

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! 

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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. 

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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.

PRECURSIVE RESOURCES.

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

Productizing Services Delivery

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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