Precursive is a fast and flexible professional services automation solution that is 100% native to the Salesforce platform.

We believe the best companies keep their value promises leading to customers for life.

Precursive helps fast growing SaaS, computer software and professional services teams to improve customer onboarding, project management and services delivery, all in Salesforce.

Trusted by Agilisys, Cognite, DealerTrack (COX Automotive), Condeco, GoCardless, Mitel, Patsnap, Roadster, SES, and Vidyard.

HOW WE HELP

SALES - SERVICES HANDOVERS Create smooth transitions between sales, services and customer success by automating project creation from opportunities in Salesforce with the relevant staffing requirements and project plans ready to go!

CUSTOMER ONBOARDING Precursive combines award-winning customer onboarding & project management functionality with the leading capacity planning & resource management tool.

AGILE RESOURCE MANAGEMENT Agile resourcing tool with capacity planning, utilization monitoring & simple scheduling. Easy-to-use planner so when projects shift, you can react. Gantt view & skill seeker so the right person & knowledge is found.

HIGH-VELOCITY SERVICES DELIVERY Improve time-to-value with smooth services delivery. Close a new customer, launch them quickly and seamlessly transition to services delivery with project templates, Kanban boards, task allocation and easy-to-use time tracking.

PROJECT ACCOUNTING Track project performance: see budgets, costings, profit & margin in clear dashboards. Forecast and recognise services revenues across all people & projects. Get rollups of all your key KPIs including billings, margins and revenues.

TIMESHEET, EXPENSES & BILLING Pre-populate timesheets for billable & non-billable time + expenses. Accurate time tracking & billing reduces revenue leakage. Improve cashflow with on-time accurate invoicing. Workforce management incl. staff profiles.

REPORTING & DASHBOARDS Make better decisions about your team, projects and customers across professional services. Get real-time information on capacity, demand, margins, project health, services revenues, and utilization.

CUSTOMER SUCCESS

Examples of how we have helped our customers include:

Patsnap | IP Protection SaaS Platform

25% faster deployment of their world leading IP platform.
30% improvement in capacity planning across services team.

Signicat | Identity Management SaaS

Time-to-value reduced from 90 days to less than 60 days.
Faster payments with a 14 day improvement in time-to-money.

SES | Enterprise Communications

Reduced average delivery time to less than 90 days from 120 days.
$60M in additional recognised revenue as a result on faster go-lives.