Precursive

Precursive is a professional services automation product that runs entirely within Salesforce. It brings project planning, scheduling and time tracking into the same system as the customer record.

What Precursive offers

• Resource scheduling — matches people to projects by skills and availability, and shows capacity as plans shift.
• Project management — plans, timelines, tasks and dependencies, with budgets and costs tracked.
• Timesheets — consultants log time against planned work, including from mobile devices.
• Reporting and dashboards — forecasts of revenue and utilisation, built on Salesforce reports.
• Customer workspace — lets project plans be shared with customers.

Who it works with

Services leaders, project managers and consultants in professional services organisations.

Key facts

• Platform: 100 percent native to Salesforce
• Community: a Services Delivery Alliance network for professional services leaders, with virtual events every six weeks
• Customer feedback: reviewers on the site praise its ease of use and a five-star user rating