Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Float Reviews & Ratings
    4.4 out of 5 stars 3,788 Ratings
    Company Website for Float
  • Kantata Reviews & Ratings
    4.2 out of 5 stars 2,344 Ratings
    Company Website for Kantata
  • Wrike Reviews & Ratings
    4.3 out of 5 stars 7,637 Ratings
  • Ganttic Reviews & Ratings
    4.3 out of 5 stars 242 Ratings
    Company Website for Ganttic
  • Runn Reviews & Ratings
    4.8 out of 5 stars 37 Ratings
    Company Website for Runn
  • Visual Planning Reviews & Ratings
    4.5 out of 5 stars 120 Ratings
    Company Website for Visual Planning
  • Project Insight Reviews & Ratings
    4.5 out of 5 stars 122 Ratings
    Company Website for Project Insight
  • Resource Guru Reviews & Ratings
    4.6 out of 5 stars 1,056 Ratings
    Company Website for Resource Guru
  • Process Street Reviews & Ratings
    4.7 out of 5 stars 1,119 Ratings
    Company Website for Process Street
  • Planview Portfolios Reviews & Ratings
    4.2 out of 5 stars 200 Ratings
    Company Website for Planview Portfolios

What is Precursive?

Enhancing service delivery is crucial for maximizing revenue potential. It is essential to synchronize the efforts of sales, service, and success teams within Salesforce. The initial phase of ensuring customer success lies in effective onboarding. Salesforce presents numerous playbooks designed to expedite the customer onboarding process. By facilitating quick team mobilization and optimal resource scheduling, organizations can utilize their capacities more effectively. Additionally, accurate forecasting and tracking of team time and resource usage are vital. Precursive PSA offers comprehensive visibility for all employees and professional services, significantly boosting operational performance while being fully integrated within Salesforce. This level of integration enables teams to collaborate seamlessly, driving both efficiency and customer satisfaction.

What is Milestones PM+?

Salesforce provides a versatile and integrated project management solution suitable for various industries. Recognizing that project management cannot adhere to a universal model, the Milestones PM+ app stands out as Salesforce's dedicated tool for this purpose. Available for free on AppExchange, Milestones PM+ is user-friendly for managing tasks and offers the adaptability needed for more intricate business initiatives. This project management system is beneficial for enterprises of any size, ensuring that both large corporations and small businesses find value. With readily available templates, organizations can streamline repetitive activities such as onboarding and coordinating meetings, ultimately saving time. Additionally, clients receive real-time updates regarding their orders and contracts, fostering improved communication. The app enables users to convert spontaneous planning and notes into well-structured, actionable projects. It also allows for the development of clearly defined frameworks and roadmaps for proposal presentations. Furthermore, the smart task assignment feature leverages an extensive Resource Finder, enhancing efficiency in project execution. Thus, Salesforce’s project management solution not only simplifies the planning process but also elevates collaboration and transparency across teams.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce
Salesforce Agentforce Service

API Availability

API Availability

Pricing Information

$20 per month
Billed annually
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Precursive

Company Location

United Kingdom

Company Website

www.precursive.com

Company Facts

Organization Name

Passage Technology

Date Founded

2008

Company Location

United States

Company Website

www.passagetechnology.com

Categories and Features

Customer Onboarding

Not specified

Project Accounting

Not specified

Project Management

Not specified

Resource Management

Not specified

Resource Scheduling

Not specified

Work Management

Not specified

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Popular Alternatives

Mission Control Reviews & Ratings

Mission Control

Aprika Business Solutions
4.9 out of 5 stars

Popular Alternatives

Inspire Planner  Reviews & Ratings

Inspire Planner

Inspire Planner Inc.
Kantata Reviews & Ratings

Kantata

4.2 out of 5 stars
Float Reviews & Ratings

Float

Float.com
4.4 out of 5 stars
TaskRay Reviews & Ratings

TaskRay

Bracket Labs
Bordio Reviews & Ratings

Bordio

5.0 out of 5 stars
GanttPRO Reviews & Ratings

GanttPRO

4.9 out of 5 stars