What is Precursive?

"Precursive helps improve workforce planning, bid management, and resource allocation; increasing alignment between sales and delivery teams. 100% native to Salesforce."

Connect sales and project teams in Salesforce and take customer experience to the next level. Put together the right teams to win more bids with dynamic resource allocation. Stay ahead of demand and improve project performance to make customers happy!

Connect Sales and Delivery Teams
Our app is 100% native to SFDC so you can automate the creation of projects from Salesforce opportunities with customer requirements. Mobilise resources quicker, make customers happy and increase profitability.

Win More Bids and RFPs
Stay one step ahead of your customer needs. Get the right skills and knowledge onto bid teams quickly to win more deals. Be more responsive and agile than your competition.

Meaningful project data and analytics
Avoid projects going off course and costs getting out of control. Track project progress including costs and margin. Get real-time data and analytics on forecasts, revenues, and utilization.

Our customers include Agilisys, Arqiva, BT, Comcast, Essentra, Kantar Futures, SES Networks, Omnicom, RenderThat, Softcat Plc, Torrent Consulting, Unified, and WPP.

Results seen

20% revenue growth
35% reduction in costs
15% increase in EBITDA
25% improvement in customer retention

Precursive will seamlessly integrate with Salesforce CRM, CPQ, Field Service and Wave Analytics. We are the preferred solution for mid-market and enterprise Media and Agencies, Consulting, and High Tech/Telecoms.

Precursive helps technology & service companies to grow through pragmatic digital transformation. Forward-thinking companies recognize that digital workforce planning is critical to creating customer loyalty. By managing customer demand more effectively and ensuring that projects run smoothly - you can grow, renew, up-sell and cross-sell more.

Pre-Sales | Bid Management | Sales & Delivery Alignment | Workforce Planning | Resource Allocation | Skills Matrix | Project Accounting | Combine Sales and Delivery Data for Capacity Planning | Utilisation Reporting

Our team has a breadth of experience from previous work at CEB, Deloitte, Gartner, Open-Text, Roche and Infosys


Precursive scored 85/100 in the Workforce Management category. This is based on user satisfaction (90/100), press buzz (22/100), recent user trends (falling), and other relevant information on Precursive gathered from around the web.

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Workforce Management Market Radar

Precursive Product Overview

  • Workforce planning for the Digital Business.

  • Improve resource allocation to get the right people on projects quickly.

  • Track projects costs and margins in real-time.

  • Align sales activities and delivery/project resources.

  • Increase utilization and project profitability by mobilizing teams effectively.

  • Generate data and analytics on key business metrics to make faster decisions.

  • Enable your staff to work from anywhere and collaborate with their colleagues.


Languages: English
THE ULTIMATE Software Buyer Guide 2018

The Ultimate Workforce Management Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select Workforce Management software for business. Published in September 2018.

Products in this category help organizations maintain a productive workforce by assigning the right task to the right employee at the right time. You can use these products to handle overstaffing and understaffing issues, keep track of attendance and work h...

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Precursive Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • A/B Testing
  • Analytics
  • API
  • Application Tracking
  • Attendance Tracking
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • Forecasting
  • Inventory Tracking
  • Keyword Tracking
  • Link Tracking
  • Multi-Currency
  • Multi-Site
  • Multi-User
  • Notifications
  • Onboarding
  • Payroll
  • Project Management
  • Referral Tracking
  • Scheduling
  • SEO
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Vacation Calendar
  • Time Management
  • Employee Engagement
  • SAP Integration
  • Resource Management

Precursive FAQs

Does Precursive offer multi-user capability (e.g. teams)?

Yes.

What are some applications Precursive is commonly used in tandem with?

  • Native integration with Salesforce
  • Often integrated with finance packages such as Microsoft, Sage, Xero

Does Precursive offer an API?

Yes.

What platforms does Precursive support?

  • 100 Native to Salesforce
  • Native for Force.com platform
  • Available on mobile application via Salesforce1 App

Does Precursive offer guides, tutorials and or customer support?

We provide comprehensive training, documentation and customer success support.

Does Precursive integrate with any other apps?

  • Native integration with Salesforce
  • We have integrated our solution with Xero, Sage, Smartsheets, Qlik

What is Precursive generally used for?

  • Workforce planning
  • Resource allocation
  • Project planning
  • Project budgeting or accounting
  • Task management
  • Timesheets and Expenses
  • Reporting and Analytics
  • Pre-planning resources against forecast projects
  • Revenue forecasting

Who are the main user groups of Precursive?

Our clients typically have 3 tiers of users:

1) Senior Leadership - COO, CFO, CEO, MD, Head of Bid Management, Head of Pre-Sales, Head of Sales Engineering

Leaders are typically looking to access data and reporting on a range of metrics including:

  • Utilisation
  • Project or overall portfolio profitability
  • Capacity planning
  • Staff availability
  • Billable vs. Non-billable time
  • How much time spent on key accounts
  • Win rates for pre-sales teams

2) Project Management and Resource Management - Head of PMO, Project Managers, Programme Managers, Resource Managers

These managers are looking to plan their projects and/or resources according to customer demands. They can:

  • Set up and track budgets
  • See margins and costs change in real-time
  • Schedule and allocate resources
  • Make resource requests
  • Notify colleagues about changes in scope or requirements

3) Front-line staff - Consultants, Engineers, Developers, Creatives, Designers

These people are able to manage and track their time and expenses; as well as get ahead of customer requirements or needs on projects. They can:

  • Complete their timesheets on any device including mobile
  • Plan in their holidays or show when they are working on admin/training
  • Record any personal or project expenses
  • Receive notifications of upcoming projects or tasks
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