Precursive

About Precursive

Precursive is a professional services automation platform built entirely on Salesforce, enabling teams to manage resource allocation, project timelines, and financial tracking from a single interface. By optimizing service delivery processes, Precursive helps organizations increase revenue and reduce project durations, resulting in improved operational efficiency and profitability.

```xml <problem> Professional services teams often struggle with inefficient resource allocation, project management, and financial tracking due to disparate systems and a lack of real-time visibility. This can lead to project delays, cost overruns, and reduced profitability. </problem> <solution> Precursive offers a Professional Services Automation (PSA) platform built natively on Salesforce, providing a unified solution for managing all aspects of service delivery. The platform enables teams to optimize resource allocation by identifying available resources and matching them to project needs based on skills and availability. It also facilitates project management with tools for planning timelines, tracking progress, and collaborating with customers. Furthermore, Precursive provides financial tracking capabilities, offering real-time insights into project costs, budgets, and revenue, which helps organizations improve operational efficiency, increase revenue realization, and enhance customer satisfaction. </solution> <features> - Resource Management: Provides a clear view of team availability and capacity, enabling efficient resource allocation based on skills and project requirements. - Project Management: Offers tools for planning project timelines, updating RAG (Red, Amber, Green) status, and sharing project plans with customers. - Financial Tracking: Enables real-time tracking of project budgets, costs, and revenue, facilitating accurate forecasting and billing. - Customer Workspace: Provides an interactive portal for collaboration, dependency sharing, and real-time updates with customers. - Revenue Management: Facilitates revenue recognition and forecasting with ease and accuracy. - Precursive AI: Leverages AI to optimize resource allocation, predict project timelines, and identify potential risks. - Salesforce Native: Built entirely on the Salesforce platform, ensuring seamless integration with existing CRM and sales processes. </features> <target_audience> Precursive targets professional services organizations, IT and consulting firms, and SaaS companies seeking to optimize their service delivery processes, improve resource utilization, and increase profitability. </target_audience> ```

What does Precursive do?

Precursive is a professional services automation platform built entirely on Salesforce, enabling teams to manage resource allocation, project timelines, and financial tracking from a single interface. By optimizing service delivery processes, Precursive helps organizations increase revenue and reduce project durations, resulting in improved operational efficiency and profitability.

When was Precursive founded?

Precursive was founded in 2017.

How much funding has Precursive raised?

Precursive has raised 3100000.

Founded
2017
Funding
3100000
Employees
34 employees
Major Investors
Maven Capital Partners

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Precursive

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Executive Summary

Precursive is a professional services automation platform built entirely on Salesforce, enabling teams to manage resource allocation, project timelines, and financial tracking from a single interface. By optimizing service delivery processes, Precursive helps organizations increase revenue and reduce project durations, resulting in improved operational efficiency and profitability.

Funding

$

Estimated Funding

$3M+

Major Investors

Maven Capital Partners

Team (30+)

No team information available.

Company Description

Problem

Professional services teams often struggle with inefficient resource allocation, project management, and financial tracking due to disparate systems and a lack of real-time visibility. This can lead to project delays, cost overruns, and reduced profitability.

Solution

Precursive offers a Professional Services Automation (PSA) platform built natively on Salesforce, providing a unified solution for managing all aspects of service delivery. The platform enables teams to optimize resource allocation by identifying available resources and matching them to project needs based on skills and availability. It also facilitates project management with tools for planning timelines, tracking progress, and collaborating with customers. Furthermore, Precursive provides financial tracking capabilities, offering real-time insights into project costs, budgets, and revenue, which helps organizations improve operational efficiency, increase revenue realization, and enhance customer satisfaction.

Features

Resource Management: Provides a clear view of team availability and capacity, enabling efficient resource allocation based on skills and project requirements.

Project Management: Offers tools for planning project timelines, updating RAG (Red, Amber, Green) status, and sharing project plans with customers.

Financial Tracking: Enables real-time tracking of project budgets, costs, and revenue, facilitating accurate forecasting and billing.

Customer Workspace: Provides an interactive portal for collaboration, dependency sharing, and real-time updates with customers.

Revenue Management: Facilitates revenue recognition and forecasting with ease and accuracy.

Precursive AI: Leverages AI to optimize resource allocation, predict project timelines, and identify potential risks.

Salesforce Native: Built entirely on the Salesforce platform, ensuring seamless integration with existing CRM and sales processes.

Target Audience

Precursive targets professional services organizations, IT and consulting firms, and SaaS companies seeking to optimize their service delivery processes, improve resource utilization, and increase profitability.

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