Managed Services with Precursive
TURN MANAGED SERVICES INTO A RECURRING REVENUE ENGINE
Managed Services teams shouldn’t struggle to track what’s billable, what’s in budget, or what’s profitable. Precursive keeps it all in one place - tracking service consumption, managing budgets, and driving repeatable revenue, all inside Salesforce.
PSA SOFTWARE TRUSTED BY:
TRACKING. VISIBILITY. REVENUE.
FULL VISIBILITY,
NO SURPRISES
Track everything in one place; budgets, utilization, and profitability - directly inside Salesforce. Get real-time insights into service consumption, financial performance, and renewals. No more free work, missed revenue, or last-minute scrambling.
RUN MANAGED SERVICES FROM SALESFORCE
Log time, track budgets, and manage service requests directly from Salesforce Cases, eliminating the need to switch between systems. Extend your Support Portal with a Managed Services experience built on Salesforce Experience Cloud, giving customers full visibility into their service consumption.
RECURRING REVENUE WITHOUT MORE ADMIN
Turn service delivery into a predictable, scalable revenue stream. Automatically generate managed service budgets from Salesforce Opportunities & CPQ, track billable vs. non-billable time, and use on-demand insights to drive renewals and upsells, all without chasing data.
MANAGED SERVICES DASHBOARDS.
Generate insights and analytics on all forms of managed services, subscriptions and on-demand service offerings.
MANAGED SERVICES REPORTING.
SEE WHAT'S REALLY
HAPPENING
Track all elements of managed services, including budgets, consumption, capacity planning, and financial performance.
Why It Matters: No more guesswork - get full visibility into profitability, renewals, and service efficiency to keep your business running smoothly
MANAGED SERVICES BUDGETING.
PROFITABILITY AND COST CONTROL.
USE IT
OR LOSE IT
Define monthly, quarterly, or annual budgets with auto-expiry to match contract renewals. Provide real-time visibility into service consumption, track hours remaining, and automate reminders.
Why It Matters: Stop services from running over budget, keep financial and capacity commitments clear and predictable.
PLUG THE
LEAKY BUCKET
Managed services can leak profit because offerings include a mix of pre-sold hours, recurring retainers, and on-demand work but hidden costs, scope creep, and free work eat into margins.
Why It Matters: Managed service leaders can protect margins, prevent underbilling, and ensure service work remains profitable.
"Precursive Reporting is solving a lot of our needs (around Revenue and Utilization)."
Rocío Inés Bayon.
Product Manager, PS Products & Offerings | PagerDuty
SELLING MANAGED SERVICES.
Improve gross retention and increase NRR with managed services offers that renew!
SELL MANAGED SERVICES.
GROW SERVICES
RECURRING REVENUE (SRR)
Embed SLAs and managed services into Salesforce opportunities to drive predictable, repeatable revenue.
Why It Matters: Increase enterprise value with durable, repeatable revenue streams that help to increase gross profit and help you fund operations.
MANAGED SERVICES PROJECTS.
SERVICES CONSUMPTION MONITORING.
STRUCTURE
ON-DEMAND SERVICES
Auto-generate multi-year service budgets directly from Salesforce Opportunities and CPQ, aligned with contract terms.
Why It Matters: Save time, prevent budget misalignment, and set a strong foundation for service delivery from day one.
EXPAND SERVICES
WITHOUT SELLING
Identify upsell and renewal opportunities by tracking contract utilization and service trends.
Why It Matters: Proactively offer additional services before customers even ask. No more missed renewals or last-minute upsell efforts.
MANAGED SERVICES CUSTOMER PORTAL.
Give your customers the tools they need to consume more services. A branded, self-service portal makes it easy for them to request help, track usage, and engage with your team.
SELF-SERVICE PORTAL FOR SUPPORT & MANAGED SERVICES.
SELF-SERVICES
THAT WORKS FOR EVERYONE
Extend your Support Portal to allow customers to submit and track Managed Services Cases.
Why It Matters: Ensure customers can log requests, request services, and engage with your team - without jumping between different platforms
CUSTOMER CONSUMPTION REPORTING.
ON-DEMAND SERVICES CATALOG.
KEEP CUSTOMERS
INFORMED
Automatically generate reports on SLAs, service hours used, and overall value delivered - all visible through the portal.
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Why It Matters: Build trust and make renewals easier by showing customers exactly how they’re using your services.
THE SHOP WINDOW
FOR SERVICES
Offer a branded, customizable space where customers can browse and request additional services, training, and support.
Why It Matters: Increase service consumption and revenue while making it easier for customers to find the help they need.
MANAGED SERVICES DELIVERY.
Ensure consistent service quality and maintain SLAs by automating tasks and tracking time against budgets.
RESOURCE CAPACITY VISUALIZATION.
TRACK TIME
WHERE YOU WORK
Log time directly from Salesforce Cases against managed services budgets - without flipping between multiple tools.
Why It Matters: Teams can work where they already are, reducing admin overhead and ensuring accurate tracking. Plus, customers can see their service consumption per case for full transparency.
SERVICE REQUEST ESCALATION.
REVENUE MANAGEMENT.
STAY A STEP
AHEAD
Managed Services and Professional Services teams operate on the same platform, making it easy to share resources across teams.
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Why It Matters: Instead of leaving PS consultants on the bench, shift available resources onto Managed Services projects - boosting utilization, reducing idle time, and improving efficiency across all services.
BETTER VISIBILITY
INTO SUBSCRIPTION REVENUE
Apply the right revenue recognition method - equal per period or time-based - on each managed services project.
Why It Matters: Keep finance aligned with service delivery, ensuring accurate revenue forecasting and compliance.
"Precursive is a great tool for managing people and projects. It has many levels of detail so you can start with basic scheduling and expand in project management and financials in stages. The support team is first class and have lots of relevant experience to help implement best practice."
Giles Sams.
Chief Delivery Officer | iMMERSIVE
RESOURCE MANAGEMENT.
Mobilize teams efficiently across all managed services, including residencies, buckets of hours, or pooled resource engagements.
WORK MANAGEMENT.
KEEP WORK
FLOWING
Create repeat tasks and spin up templated projects using Kanban, task lists, and automated notifications.
Why It Matters: Help your teams stay on top of service engagements without drowning in admin.
SKILL-BASED RESOURCE ASSIGNMENT.
CAPACITY MODELLING.
ASSIGN THE RIGHT PEOPLE
TO THE RIGHT WORK
Use intelligent resource matching to assign service requests based on skills and availability. The Magic Assign engine finds the best-fit resource automatically, ensuring the right expertise is applied to each request.
Why It Matters: Stop overloading key resources while others sit idle. Ensure high-quality service delivery, prevent burnout, and maximize team efficiency by always assigning the best person for the job.
SEE TRUE
AVAILABILITY
Sync Leave and PTO from HR systems like BambooHR, HiBob, and Workday to get accurate resource forecasts and ensure smooth service delivery.
Why It Matters: No more last-minute resourcing surprise - know exactly who’s available so projects and services stay on track.
MANAGED SERVICES BLOGS & RESEARCH.
Get benchmarks, tools, templates & playbooks to get your team started on the right foot.
IT & Professional Services
FinTech
Communications
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.
WHY PRECURSIVE.
