Services Delivery Solutions
PLAN. TRACK. FORECAST.
YOUR SERVICES DELIVERY
Juggling spreadsheets, disconnected tools, and last-minute resourcing chaos? Precursive connects your sales, delivery, and finance teams - so you can forecast demand, staff projects accurately, and scale services profitably, all inside Salesforce.
PSA SOFTWARE TRUSTED BY:
THE ALL-IN-ONE PSA PLATFORM FOR
SERVICES DELIVERY ON SALESFORCE.
Delivering implementations shouldn’t mean juggling disconnected tools. Precursive keeps sales, delivery, and forecasting in sync - so you can staff projects accurately, manage shifting timelines, and track revenue effortlessly.
Consulting isn’t just about delivering great work - it’s about making it profitable, repeatable, and easy to manage. With Precursive, you can optimize utilization, track margins in real-time, and ensure every billable hour turns into revenue.
Managing ongoing services shouldn’t be a black box. Precursive gives you full visibility into service consumption, automates tracking, and helps you scale recurring revenue - all inside Salesforce.
MAKE IMPLEMENTATION PROJECTS FASTER, SMARTER, AND MORE PROFITABLE.
Deliver faster, reduce admin, and keep projects profitable - all from Salesforce.
SERVICES OPERATIONS REPORTING.
PREDICT THE DEMAND
BEFORE IT HITS
Align implementation teams with sales by tracking pipeline, forecasting resource demand, and planning projects before deals close. Stay ahead of resourcing needs by integrating real-time pipeline data from Salesforce.
Why It Matters: No more scrambling when a deal lands - know exactly who you need, when you need them, and how new projects impact workload and revenue.
SERVICES DELIVERY.
SEE THE IMPACT
STAY IN CONTROL
With Precursive, your Gantt chart and project plan aren’t just for show, they drive real-time resource forecasting and revenue tracking. As tasks progress, your resource demand updates automatically, ensuring you always know who’s needed and when.
Why It Matters: No more static plans or disconnected forecasts -keep project delivery, resource planning, and revenue recognition aligned from start to finish so your team can focus on execution, not manual updates.
SHARED CUSTOMER WORKSPACE.
A FRONT-ROW SEAT
TO PROJECT PROGRESS
Keep customers in the loop without endless status calls. The Precursive Services Delivery Portal gives customers real-time access to project plans, milestones, and deliverables, ensuring full transparency and fewer surprises.
Why It Matters: Transparency builds trust, reduces unnecessary status calls and gives customers self-service access to project health, timelines, and upcoming deliverables so everyone stays aligned.
TURN CONSULTING SERVICES INTO SCALABLE, PREDICTABLE BUSINESS.
Turn consulting engagements into scalable, profitable, and predictable revenue - all inside Salesforce.
SERVICES OPERATIONS REPORTING.
BOOKINGS TO BILLINGS
IN ONE PLACE
Connect quoting, demand forecasting, and project profitability tracking in Salesforce. Automatically turn won opportunities into scoped projects, forecast resource demand, and track revenue impact in real time.
Why It Matters: No more misquoted projects or capacity shortfalls. See which services are selling, ensure profitable pricing, and predict future resource needs so delivery is always ready when deals close.
DEMAND FORECASTING.
DON'T PITCH THE A-TEAM
AND STAFF THE B-TEAM
Track billable utilization across teams, sync leave data from HR systems like BambooHR and Workday, and ensure projects are staffed with the right people at the right time.
Why It Matters: Keep productivity high, prevent burnout, and optimize resource allocation with a real-time view of demand vs. capacity - so no one is overworked or underutilized.
BILLING AND REVENUE RECOGNITION.
GET PAID
FASTER
Because every project is tracked from sales to invoice, Precursive enables automated billing runs that capture every approved hour, expense, and milestone. Align revenue recognition to project progress with full auditability.
Why It Matters: No more revenue leakage or last-minute billing headaches. Ensure invoices go out accurately, disputes are reduced, and finance can trust the numbers—with a clear trail from time tracked to revenue recognized.
"Precursive improved our operational efficiency as it provides end-to-end project visibility. Its flexibility allowing for customization and configuration ensured we were able to make adjustments ourselves, as our operations scaled, and the adoption of the PSA tool further deepened."
Jessica Germann.
Head of Professional Services | Orbus
TURN MANAGED SERVICES INTO A REVENUE ENGINE.
Your managed services shouldn’t be a mystery. Gain real-time visibility, increase service consumption, and drive profitable growth with automation that keeps every contract, budget, and resource in sync- all inside Salesforce.
INTREGRATED WITH SALESFORCE CASES.
TRACK TIME
WHERE YOU WORK
Log time directly from Salesforce Cases against Managed Services budgets, ensuring accurate tracking without flipping between multiple tools.
Why It Matters: Reduce admin work, ensure every service hour is accounted for, and give customers real-time visibility into how much service they’ve consumed on a per-case basis.
CUSTOMER EXPERIENCE PORTAL.
THE SHOP WINDOW
FOR SERVICES
Extend your Salesforce Experience Cloud support portal to Managed Services Cases, allowing customers to submit and track service requests while also browsing a service catalog for additional support, training, and consulting.
Why It Matters: Make it easy for customers to request services, track SLAs, and explore additional offerings - increasing service adoption and driving incremental revenue without needing sales involvement.
SERVICES REPORTING.
USE IT
OR LOSE IT
The Managed Services Dashboard provides full visibility into service budgets, consumption, and contract expirations. Auto-expiry tracking ensures that service budgets align with contract renewals, preventing overages and unplanned free work.
Why It Matters: Stop managed services from becoming a cost center. Keep budgets predictable, ensure contract alignment, and track profitability in real-time - all from Salesforce.
"UX is super clean and it’s simplicity tying different pieces together, from resource allocation to project milestones, makes it an easy project management tool to use and therefore our adoption of the tool is high. The fact that it’s 100% Salesforce native is key."
Dayna Giles.
Director of Operations | Dealertrack
PROFESSIONAL SERVICES RESOURCES & RESEARCH.
Get benchmarks, tools, templates & playbooks to get your team started on the right foot.
PS CONTENT BY PS LEADERS.
THE PSA PLATFORM THAT DELIVERS.
BY PRODUCTS.
