Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.
Description
Easily manage your projects by dragging and dropping them to adjust their timelines, with automatic updates for employee assignments when changes are made. Employees can be scheduled for specific days or an entire week, all visible in one comprehensive overview. Each employee is allocated to one or multiple projects based on their individual capacity, allowing for better resource management. The resource planning tool provides a clear visualization of personnel and resources over the upcoming days and weeks, helping identify and address conflicts promptly. You can assess project delays and modify resource allocation to maintain effective planning. Additionally, you can create and publish planning boards for each team or department, enabling visibility across various groups and facilitating smoother cross-departmental collaboration. For enhanced organization, establish distinct virtual spaces for every branch, department, or team, ensuring data, resources, tasks, and access rights are structured and separated appropriately. This comprehensive approach not only streamlines project management but also fosters a collaborative environment among teams.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Pricing Details
$20 per month
Billed annually
Free Trial
Yes
Free Version
No
Pricing Details
$8 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Precursive
Country
United Kingdom
Website
www.precursive.com
Vendor Details
Company Name
SEMYOU
Founded
2008
Country
United States
Website
www.semyou.com/apps/resource
Product Features
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No
Resource Management
Capacity Management
No
Data Visualization
No
Demand Forecasting
No
Drag & Drop
No
Employee Scheduling
No
Filtered Search
No
Resource Allocation
No
Skills Tracking
No
Utilization Management
No
Work Management
Access Roles / Permissions
No
CRM
No
Calendar Management
No
Collaboration Tools
No
File Storage / File Sharing
No
Kanban
No
Messaging / Discussion
No
Performance Metrics
No
Project Management
No
Reporting / Analytics
No
Resource Management
No
Strategic Planning
No
Task Management
No
Time Tracking
No
Version Control
No
Workflow Management
No
Product Features
Resource Management
Capacity Management
No
Data Visualization
No
Demand Forecasting
No
Drag & Drop
No
Employee Scheduling
No
Filtered Search
No
Resource Allocation
No
Skills Tracking
No
Utilization Management
No