THE ONLY SALESFORCE NATIVE

TASK MANAGEMENT TO PSA SOLUTION FOR PROFESSIONAL SERVICES DELIVERY.
Accelerate time-to-value with more consistent services delivery and better resource management to generate more revenue and profit

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GAIN BETTER VISIBILITY & CONTROL OF PROJECTS.

Improve the quality and speed of services delivery with better task allocation, time tracking and cost control

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GET THE RIGHT PEOPLE

ON THE RIGHT PROJECT.
Increase utilization and billings by matching people to projects based on skills and availability

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THE SERVICES DELIVERY CLOUD FOR SALESFORCE

HOW CUSTOMERS BENEFIT FROM PRECURSIVE
What’s best about Precursive is its ease of use, especially compared to other tools on the market
The 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

BUILT FOR EASE OF USE 
AND ADOPTION
With a 5* user rating

WHO IS PRECURSIVE PSA FOR?

Understand the performance of your services team with reporting and dashboards in Salesforce

• Forecast Revenue & Utilization
  Impact for Services Leaders >
  Easy to use project management inside Salesforce to plan projects and timelines

• Share Project Plans with Customers

• Track Budgets & Costs
  Impact for Project Managers >
  Organize project work, collaborate with your team and track time quickly

• Manage Tasks & Dependencies

• Collaborate with Colleagues & Customers
  Impact for Consultants >

• Every 6 Weeks
  Virtual Event
  Services Delivery Alliance
  A network of professional services leaders who discuss strategy, operating models, org design, offerings and share best practices on growing professional services teams

• Register your interest to become a part of the community

• LEARN MORE
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LEARN ABOUT PROJECT MANAGEMENT ON SALESFORCE.