Implementation Services with Precursive
DON'T USE PSA THAT FORGOT THE AUTOMATION
Unlike spreadsheets, static ERP systems and traditional PSA that forgot the automation - Precursive is the intelligent engine room where services are executed, teams and customers collaborate, and you deliver value faster.
PSA SOFTWARE TRUSTED BY:
CONSOLIDATE. COLLABORATE. ACCELERATE.
SEE BOOKINGS & REVENUE LIKE NEVER BEFORE
Consolidate bookings, revenue, billing, and utilization into a single dashboard powered by Salesforce. Precursive simplifies analytics so you can make faster, smarter decisions.
BRING TEAMS AND CUSTOMERS TOGETHER
Precursive’s branded delivery portal sets clear expectations, enables real-time collaboration, and creates opportunities to upsell services, driving incremental revenue.
ACCELERATE EVERY SERVICE LINE
From Salesforce Opps to automated project spin-ups; connect implementation, resource management, and revenue forecasting into one system. Deliver services with speed and precision.
REAL-TIME SERVICES DASHBOARDS.
Gain complete visibility into your implementation performance with real-time insights that drive portfolio and project success.
SERVICES OPERATIONS REPORTING.
SAY NO
TO SPREADSHEET HALLUCINATIONS
See live updates on project performance metrics, including budget versus actuals, resource utilization, milestone progress, and time-to-value.
Why It Matters: Make confident decisions with real-time insights that keep teams aligned and projects profitable.
Show Me How >
PORTFOLIO-LEVEL INSIGHTS.
Your services team does more than deliver - they drive growth. Access a full view of portfolio health, resource capacity, and delivery performance to uncover how services contribute to business success.
Why It Matters: Demonstrate the value of services by identifying how projects protect renewals, unlock upgrades and add-ons, and accelerate ARR activation. Make informed strategic decisions that align delivery with business growth.
PROFESSIONAL SERVICES REPORTING IN SALESFORCE.
Track everything that matters, all in one place. Use Salesforce analytics to create dashboards that bring together bookings, revenue, billing, and utilization across teams and portfolios.
Why It Matters: Gain a comprehensive view of financial and operational performance to make informed decisions and drive growth.
SHOW THE VALUE
OF SERVICES
ONE DASHBOARD
TO RULE THEM ALL
"Building dashboards with Precursive data is super straightforward and pretty simple."
Paulina Saliba.
Sr. Manager, Professional Services | Loopio
SELLING SERVICES.
Gain control over sales discounting, sharpen pricing strategies, and set realistic, revenue-driving targets backed by book-to-bill insights.
SERVICES SALES REPORTING.
Know what sells and why it matters. Track sell rates for services products in Salesforce and compare them against billings and achieve rates in Precursive.
Why It Matters: Manage discounting, optimize pricing, and set accurate targets that drive profitability and growth.
CPQ ORDER INTEGRATION.
Skip the chaos. Precursive turns CPQ quotes into fully scoped services projects—complete with resources, tasks, milestones, and timelines—all tailored to what was sold in Salesforce.
Why It Matters: Eliminate manual guesswork for resource managers and PMOs. Precursive does the heavy lifting, saving hours and ensuring smooth project handoffs.
KNOW
YOUR NUMBERS
WE SOLD
WHAT NOW?
PROJECT FORECASTING.
AVOID
THE SCRAMBLE
No more last-minute scrambles. Predict project resource needs by forecasting projects tied to sales pipeline opportunities.
Why It Matters: Plan resources proactively, avoid delivery delays, and strengthen sales-to-delivery alignment.
DEMAND FORECASTING.
No more guessing games.
Use real-time pipeline data to predict resource needs and optimize capacity planning.
REAL-TIME DEMAND vs. CAPACITY MONITORING.
CAPACITY CRUNCH?
NOT ON OUR WATCH
Stay ahead of shifting demands. Dynamic resource forecasts adjust instantly as your sales pipeline evolves.
Why It Matters:Respond faster to changing demands, preventing over- or under-allocation and keeping projects on track.
FTE AND ROLE-BASED FORECASTING.
Step into meetings with confidence. Get detailed full-time equivalents (FTE) and role-based forecasts by region and skill set, powered by live sales data from Salesforce.
Why It Matters: Defend hiring decisions, prevent resource gaps, and support efficient capacity planning with finance-ready insights.
UTILIZATION REPORTING.
When insights are automatic, decisions are faster. Instantly track billable and productive utilization across teams, regions, and roles to make smarter, revenue-driving decisions.
Why It Matters: Uncover inefficiencies, increase billable utilization, and ensure teams stay focused on high-impact work that drives growth.
CFO READY
FOR HEADCOUNT CONVERSATIONS
AVAILABILITY. BILLABILITY. PRODUCTIVITY.
RESOURCE ASSIGNMENT.
Stop juggling resources. Align skills and availability with project demands to keep delivery on time and teams focused.
RESOURCE CAPACITY VISUALIZATION.
SPOT THE WHITE SPACE
BOOST UTILIZATION
See the big picture. Visual, timeline-based resource plans reveal current and future allocations, availability, and utilization across all projects.
Why It Matters: Empower managers to make smarter allocation decisions and resolve scheduling conflicts before they derail progress.
LEAVE AND PTO.
SKILLS-BASED RESOURCE ASSIGNMENT.
SKILLS THAT PAY
THE BILLS
Match expertise to execution. Tag resources by skills and proficiency levels, letting the Magic Assign resourcing engine match the right people to the right tasks.
Why It Matters:Deliver higher-quality projects by aligning talent with complexity and deadlines.
REMEMBER WHEN EVERYONE
WAS ON PTO?
No surprises here. Seamlessly integrate leave and PTO data from HR systems like Bob, BambooHR, or Workday into your resource planning.
Why It Matters: Maintain realistic capacity plans and prevent overcommitment by accounting for team availability
PROJECT MANAGEMENT.
Standardize your delivery with templated methodologies to reduce overruns and improve project margins.
PROJECT PLANNING.
Use Gantt charts, WBS, and dependency tracking to break down tasks, set baselines, and track progress.
Why It Matters:Keep teams and stakeholders aligned with a clear, easy-to-follow roadmap that supports on-time and on-budget delivery.
Don’t let small issues become big problems. Monitor Risks, Assumptions, Issues, and Dependencies (RAID) with real-time project health insights for a complete view of portfolio performance.
Why It Matters: Spot risks early, act quickly, and keep projects moving forward—reducing delays, overruns, and missed goals.
HEALTH & RISK MONITORING.
GOVERNANCE & CONTROL
MATTERS
KEEP YOUR PORTFOLIO
IN THE GREEN
TIME-TO-VALUE TRACKING.
DELIVER VALUE,
UNLOCK REVENUE
Progress your customers can see. Track milestone timelines to show how quickly clients realize value from project delivery.
Why It Matters: Drive customer satisfaction and accelerate revenue recognition by shortening the time to project completion and unlocking revenue.
80%+
projects delivered on time
500+ working hours saved from reduced admin burden
$1M ROI from hours saved + eliminating further T&E costs
SERVICES DELIVERY PORTAL.
Centralize project updates and customer collaboration in a branded workspace. Keep customers engaged and teams aligned with real-time access to project information and services.
SHARED CUSTOMER WORKSPACE.
HUB FOR
CUSTOMER ENGAGEMENT
Give customers instant access to project plans, milestones, and updates in one place.
Why It Matters: Keep customers informed without constant check-ins and reduce back-and-forth communication.
PROJECT COMMUNICATION AND DOCUMENTATION.
KEEP EVERYONE
ON THE SAME PAGE
Streamline communication and share documents through a single hub.
Why It Matters: Simplify information sharing, cut down on emails, and ensure everyone is up to date and on the record.
ON-DEMAND SERVICES CATALOG.
Create a branded, customizable workspace where customers can request additional paid services, packaged offerings, and training post-implementation.
Why It Matters: Drive incremental services revenue and managed service consumption by offering a platform for customers to explore and purchase packaged services and training.
THE SHOP WINDOW
FOR ADDITIONAL SERVICES
REVENUE RECOGNITON.
Get accurate revenue forecasting and recognition for better financial control and compliance across all service lines.
MANAGE MARGIN.
TURN PROJECT MANAGERS
INTO PROFIT MANAGERS
Track real-time profitability by comparing budgets with actuals and the estimate to complete (ETC).
Why It Matters: Give project managers the tools to control costs, make smarter decisions, and protect project margins by monitoring budgeted, actual, and forecasted costs.
REVENUE FORECAST SNAPSHOT.
Capture revenue forecasts over time to spot trends and variances early.
Why It Matters: Improve financial predictability and planning by identifying gaps in revenue projections before they impact results
REVENUE RECOGNITION.
Automate revenue recognition for all service types—fixed-price, T&M, and managed services—based on project progress, timesheets, and contracts.
Why It Matters: Remove manual work, stay compliant with ASC 606/IFRS 15, and ensure consistent, accurate revenue reporting across every service line.
AVOID THE AWKWARD CHAT
WITH THE CFO
PULL FORWARD REVENUE
ACROSS SERVICE LINES
IMPLEMENTATION SOFTWARE BLOGS & 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.
