Efficiency for professional services and customer success.
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AF
Alex F
12/24/23
"Great tool for fast moving SaaS companies"
What do you like best about Precursive? Single visibility of resourcing aligned with opportunity forecasts in the same system really drives business impact. I like the ability extend and customize the tool to look at project health and then integrate the data to our CS platform. What do you dislike about Precursive? Being based on salesforce, sometimes the configuration can be cumbersome. What problems is Precursive solving and how is that benefiting you? We have much tighter alignment with ...
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PW
Piyush W
08/24/22
"Project Management Made Efficient"
What do you like best about Precursive? The tool integrates with SalesForce, which we use as a repository for customer information. Easy collaboration with Sales and Support has made it efficient. The efficiency we look forward to planning the project and collaborating with technical teams easily is definitely at its best. Undoubtedly this has helped us thinking less about project management, more about improvements in different space. What do you dislike about Precursive? Customer ...
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AU
Anonymous User
08/22/22
"Helpful solution to organizing multiple projects with tasks & subtasks."
What do you like best about Precursive? Great layout using lists and tasks showing progress at a quick glance. What do you dislike about Precursive? Involved setup requiring lots of custom settings leading to a longer than expected implementation. Program also runs with some error messages even after setup. Recommendations to others considering Precursive: Ensure your requirements are clear and that testing is done before going to Production to ensure all expectations are met without ...
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CC
Colleen C
05/24/22
"Ease of Use"
What do you like best about Precursive? Ease of use - everything in one spot -great Appreciate all aspects All features work great N/A What do you dislike about Precursive? There is nothing that I dislike Nothing missing No - everything works No - everything works I don't know I don't know None that I see at this time None that I see at this time Recommendations to others considering Precursive: Great product! What problems is Precursive solving and how is that benefiting you? Ability to ...
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MS
Marna S
05/24/22
"Very easy to keep track of where your deals are going"
What do you like best about Precursive? I like that it emailes me in the morning so I can make sure everything looks great first thing when I check my email. What do you dislike about Precursive? Nothing really honestly, its been super helpful What problems is Precursive solving and how is that benefiting you? I have all of my deals and the progress they are in right in front of my email first thing I wake up. That automatically eliminates me searching through each account to find out whats ...
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AU
Anonymous User
03/07/22
"Effortlessly track time, to dos, resource availability and project budgets"
What do you like best about Precursive? Repeatable services processes can be baked into task templates with time estimates. These time estimates automatically become potential time logs, projected project costs and reserved time on Precursive resource availability calendars. It's amazing how one record can provide so much business value! What do you dislike about Precursive? Precursive Plan view is fantastic - it gives me that "nirvana state" of being able to see who is available when and ...
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AU
Anonymous User
03/03/22
"Has Potential"
What do you like best about Precursive? I have visibility into PS schedules and commitments. It is embedded in Salesforce, where I spend most of my time, so no need to move between two platforms. What do you dislike about Precursive? Not yet intuitive enough to pick up on the fly, especially as someone who wasn't part of the initial implementation/training. I'm not sure we have the full feature set, and there may be some obstacles purely due to how our teams are using the software so far. ...
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AU
Anonymous User
03/01/22
"Precursive Review"
What do you like best about Precursive? The Customizable Dashboard features are great to work with. What do you dislike about Precursive? Not many complaints. I don't feel that there is anythIng missing. What problems is Precursive solving and how is that benefiting you? Helps to manage my daily provision of accounts. Also used for auditing for data integrity
CQ
Czarmaine Q
03/01/22
"Precursive Review for Mitel PM"
What do you like best about Precursive? The Precursive boards are integrated with Tableau and Salesforce. It has been a great tool in helping us generate necessary reports to track our projects book to the bill. There are projects with outdated delay reasons, unconfirmed contracts, projected revenues, and more. Regularly updating the Precursive will allow project managers like me to be on track with their project's timeline and make sure that everyone is updated with the status of our ...
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AU
Anonymous User
03/01/22
"Appreciate this tool for project managing; logging time against projects can be cumbersome"
What do you like best about Precursive? I used to use Trello to keep track of my projects and the tasks completed. I appreciate being able to use the precursive OBX boards to keep track of tasks and the timeline of projects. I'm a visual person and the UX for the boards has been nice. What do you dislike about Precursive? As an IC, I must log my time against specific tasks within each OBX board/project. Right now, that task feels quite cumbersome as there is no bi-directional sync between ...
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