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Precursive

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Customer onboarding and professional services automation.

About Precursive

Precursive occupies an incredibly massive, heavily entrenched position within the Salesforce ecosystem (having famously acquired Taskfeed). It is explicitly engineered for massive global enterprises that run their entire multi-million dollar Professional Services (PSA) and Onboarding divisions 100% natively inside of Salesforce, refusing to use external third-party tools. Its absolute biggest differentiator is its "Native Salesforce Architecture." It is not an integration; it literally lives inside Salesforce. This means that a massive company's custom Salesforce reports, complex dashboards, and massive security permissions apply instantly to Precursive. The Chief Revenue Officer can build a single Salesforce dashboard showing both "Expected Q4 Sales" and "Expected Q4 Onboarding Revenue" in the exact same view. It heavily dominates "Resource Capacity Management." In enterprise professional services, assigning the right engineer to the right onboarding project is critical. Precursive analyzes the skills of 500 implementation engineers natively in Salesforce, checks their availability calendar, and mathematically recommends exactly which engineer has the bandwidth and specific certification required to onboard a massive new banking client in London.

Deployment

  • Cloud, SaaS, Web

Support

  • Email/Help Desk
  • Live Chat
  • Dedicated Success Manager

Training

  • Documentation
  • Live Online
  • Webinars

Ideal Company Size

Enterprise Employees

Pricing Overview

$0

Starting price / month

LicensingSubscription
Supported LanguagesEnglish
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