Professional Services Automation 2009 vs Precursive - Customer Onboarding, Implementation & Project Management

This application is used to manage project execution. Activities within the project are used to schedule tasks and calendar events. Milestones, progess reports, and issues provide essential visibility into project status. Time and expense reports are collected for projects and and other reporting purposes. Assignments are used for reserving team members based on knowledge and availability. Detailed profiles can be defined in the resources tab for internal and external resources. A consulting resume is a handy way to confirm an engagement with a client project manager. Finally, the documents tab is a great way to share consulting aids and best practices. Dashboards are available for managers and consultants. More reports and dashboards are soon to come. Note: If you upgrade to Enterprise Edition, workflow approval routes cans be leveraged for time, expenses and assignment approval business processes.

GET CUSTOMERS LIVE FASTER — ONBOARDING BUILT 100% ON SALESFORCE. Precursive turns customer onboarding into a fast, repeatable, revenue-driving process — so customers reach value sooner and your team scales without adding headcount. 100% Salesforce-native, so onboarding runs where your customer data already lives, with no integration gaps or handoff delays. Onboard faster, every time ✔️ Optimized handover from sales to onboarding — no dropped context ✔️ Tailored onboarding plans created instantly from repeatable playbooks ✔️ Project automation, task management, milestones & dependencies ✔️ Automated scheduling against a baseline to keep every onboarding on track Total visibility, start to finish ✔️ Pre-built dashboards & real-time performance reports ✔️ Project status and all tasks at a glance ✔️ Kanban, plan, calendar & table views with drag-and-drop ✔️ Project hierarchy to prioritize what matters Keep customers engaged and aligned ✔️ Real-time customer collaboration & external plan sharing ✔️ Instant team-sharing from any location Perfect for Client Onboarding, Product Onboarding and Partner Onboarding.