Help Desk

Web and Video Conferencing

Customer Support

Java Technologies

Service Mesh

Development

Academic Advising

Education

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enhanced 911 (E911)

Interactive Voice Response (IVR)

Risk Management

VoIP

Enterprise

Accounting

Crypto Asset Management

Invoicing

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Cloud Storage

Data Masking

Email Verification

File Sync and Share

Fraud Detection

HTML Editors

IT Asset Management

Integration Platform as a Service (iPaaS)

License Management

Log Management

Machine Learning

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secret Managers

Software Distribution

Tape Storage

Threat Hunting

Threat Intelligence

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Email Marketing

Graphics

IP Geolocation

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

Swag Management

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Video Surveillance

Security

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

Laboratory Information Management

Legal Billing

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Planview AdaptiveWork

Planview

BQE CORE

BQE Software Inc.

Datto Autotask PSA

Kaseya

Kantata PS Cloud

Kantata (Kimble + Mavenlink)

BigTime Software

Workday Professional Services Automation

Workday

Accelo

Certinia PS Cloud

Certinia

N-able MSP Manager

N-able

Planview ChangePoint

Smartsheet

GUIDEcx

Asana

Based on user feedback, there are several common recommendations for the product:

- Users suggest utilizing the OBX feature to ensure clear requirements and thorough testing before going into production, which can help avoid bugs and meet expectations.
- It is recommended to consider the importance of integration with Salesforce when choosing the tool. Users specifically highlight that for Salesforce users, the seamless integration makes it a good solution.
- Users advise thoroughly testing the backend integration before going live to identify and address any issues or challenges proactively.

These recommendations are based on user experiences and do not reflect personal opinions.

Precursive is a powerful software that solves a variety of business problems across different industries. Users have praised the platform for its ability to streamline project management and resource allocation, eliminating the need for manual searching and improving overall efficiency. By centralizing all projects in one place and providing visibility into progress and deadlines, Precursive helps users stay organized and ensures that projects are completed on time. The software also simplifies accounting management for purchased professional services time, facilitates capacity planning and staffing, and assists in improving processes through data analysis. Additionally, users have found value in the platform's ability to enhance collaboration, improve onboarding processes, and save time through pre-defined tasks and automated board creation. Precursive has proven to be an indispensable tool for businesses looking to optimize their project management, resource allocation, and overall productivity.

Smooth Integration with Salesforce: Many users have praised the seamless integration of Precursive with Salesforce, allowing for a different user interface while still enabling easy collaboration with sales and support teams. 

Efficient Project Planning and Collaboration: The efficiency of Precursive in planning projects and collaborating with technical teams has been highly valued by reviewers. Users appreciate that it enables them to focus more on improvements in different areas rather than getting bogged down in project management tasks.

User-Friendly Layout and Accessibility: Reviewers have found the layout of lists and tasks in Precursive to be great, as it provides a quick glance at progress and makes everything easily accessible in one spot. This feature simplifies task tracking and enhances overall productivity for users.

Licensing Complexity: Several users have found the licensing side of Precursive arduous and tricky to maintain. They have expressed a desire for more transparency in this area.

Ineffective Customer Communication: Some users have mentioned that customer interaction could be improved, specifically in terms of communication. They feel that relying solely on emails is ineffective for keeping track of important details.

Cumbersome Customization: A number of users have expressed frustration with the customization process in Precursive. They find it tedious and time-consuming, with too many clicks required to perform tasks efficiently.

Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.

Wrike Free

Wrike Business

Wrike Enterprise

Wrike Team

Pinnacle

Wrike

ConnectWise PSA (formerly Manage) is a business management platform for companies that sell, service, and support technology. The platform is cloud-based and integrates automation, help desk and customer service, sales, marketing, project management, and business analytics. It is the hub of the ConnectWise suite.

Subscription

ConnectWise PSA

Precursive

Professional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects. Beyond typical project management features like scheduling, task management, resource management, document management, and team collaboration, PSA tools also include features for generating quotes/estimates, invoicing, project & financial reporting, and otherwise communicating with clients.

Professional Services Automation

Precursive Playbook - How To Productize Services Delivery

How users manage high-velocity services delivery with Precursive.
- How to standardize delivery of implementation packages with Precursive
- Ways to build and track the performance of services offers
- What to doto reduce delivery, improve customer experience and drive faster time-to-value

How to Productize Services Delivery | Precursive

Take a glimpse into how our customers manage high-velocity services delivery with Precursive. We cover a few things:

- How you can standardize delivery of implementation packages with Precursive 
- Ways to build and track the performance of services offers 
- What you can do to reduce delivery, improve customer experience and drive faster time-to-value

When your company is at a stage of high velocity, working concurrently across projects, creating repeatable processes and packaging services is part of growth. The best way to enable the success and aid your service packaging is with the use of a tool that will enable the 360 view of sales, onboarding and services. 

For further guidance and industry expert insights, check out our new playbook: https://info.precursive.com/productizing-services-packages-playbook



// Follow Precursive on: 
Linkedin: https://www.linkedin.com/company/precursive 
Twitter: https://twitter.com/precursive 
Facebook: https://www.facebook.com/precursive/

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Professional Services Automation Software

Precursive

Overview

What is Precursive?