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FOR PROFESSIONAL SERVICES FIRMS

Explore our product videos & guides for professional services firms to boost revenue and margin.

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GET FAMILIAR.

GET INTO THE PRODUCT DEMOS.

Using leads in Salesforce, create quote templates and modify based on the scope of each project.

Forward plan your hiring and training based on the skills and roles you are using the most on projects, in real time.

Manage and re-allocate where and when your people are over or utilised to avoid staff burnout.

Track time spent on projects, activities & phases for clarity across entire project and manage holidays with an easy approval process.

Track forecast vs. actual margin on projects across service offerings and increase profitability.

Professional services teams can optimize all elements of their billing process to send accurate invoices and get paid quicker.

Our customer workspace provides services delivery teams to collaborate in real-time for effortless experience.

Prioritise upcoming projects based on value and target candidates for near term closure.

Identify your project blockers - find the bottlenecks to improve collaboration at project pinch points.

"Precursive helps us to manage projects globally using simple to use tools on the Salesforce Platform. Our PMO has visibility of all projects and we are seeing improved project timelines, finding efficiencies and reducing our costs in delivering projects."

TORRENT INCREASED MOBILIZATION OF TEAMS WITH RIGHT PEOPLE ON RIGHT PROJECTS.

DANIEL MCCOLLOM.

CEO | Torrent Consulting

FURTHER RESOURCES.

Playbooks, toolkits, webinars, customer stories, events, press and more

RESOURCE LIBRARY

Find more how-to and step-by-step articles that will make you a Precursive pro!

SUCCESS HUB

Get actionable tips and insight on customer success, resource management and PSA

PSA BLOGS

Discover the upcoming AI features that will change the way you work..for good.

PRECURSIVE AI

DISCOVER MORE ABOUT HOW PRECURSIVE CAN HELP YOUR BUSINESS.

EXPLORE INDUSTRIES

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

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.

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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!

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.

EXPLORE PRECURSIVE

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

Intelligent Services Delivery

Your guide to profitable growth and success

Product Guides

Video guides for the Precursive Platform

Productizing Services Delivery

Toolkits, templates, tips and more

Research

Industry trends and benchmarking

Professional Services Pillars

Fundamentals of Professional Services

Webinars

Watch anytime, anywhere, on-demand

Events

Stay in the loop of what Precursive is up to

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