Pros y Contras de Precursive

Top of my "like list" is the ease in which new task templates can be created, edited and launched. Whilst some of the functionality within Precusrive does require Salesforce admin knowledge, it is simple to create new automated process flows and boards. The layout of boards is clean and easy to follow and Precusrive allows for 3 different board views, the board and plan views being 2 which really provide great and clear oversight of my projects. Reseña recopilada por y alojada en G2.com.

Precursive can be slow to load within accounts and can their customer views could be better, specifically the look and feel and ability to have clients interact with boards. Precursive support team can be slow to respond to queries and do not always come back with the best responses but their help centre is great. Reseña recopilada por y alojada en G2.com.

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! Reseña recopilada por y alojada en G2.com.

Precursive Plan view is fantastic - it gives me that "nirvana state" of being able to see who is available when and also to find people who can deliver unassigned work on a project. I wish I could easily add additional fields to be displayed on each row of data, like a List View, but I have to use a Custom Setting instead to make these types of changes. Reseña recopilada por y alojada en G2.com.

The upside is definitly the way it integrates with Salesforce, yet has a different look and feel from Salesforce. I've also found the supoort, when required, is very good. Reseña recopilada por y alojada en G2.com.

From an admin side, I find the licencing side very arduous and tricky to maintain...it would be nice of it was more transparent Reseña recopilada por y alojada en G2.com.

I like that you're able to link to the Salesforce account/opportunity and have visibility on the progress of a given Project. It's also highly customizable, allowing you to break down each Project into as many phases/tasks as you'd like. Reseña recopilada por y alojada en G2.com.

It feels a bit tedious in that there are a lot of clicks required to get from point A to B. For example, multiple clicks to create each new task, clicks to populate the date, stage, etc. Seems like there should be a way to streamline some of the workflows and make the user experience more efficient. Reseña recopilada por y alojada en G2.com.

Facilidad de uso: todo en un solo lugar - genial

Aprecio todos los aspectos

Todas las funciones funcionan muy bien

No aplicable Reseña recopilada por y alojada en G2.com.

No hay nada que me desagrade

Nada falta

No, todo funciona

No, todo funciona

No lo sé

No lo sé

Ninguno que vea en este momento

Ninguno que vea en este momento Reseña recopilada por y alojada en G2.com.

Me gusta que me envíe un correo electrónico por la mañana para asegurarme de que todo se vea bien a primera hora cuando reviso mi correo electrónico. Reseña recopilada por y alojada en G2.com.

Nada realmente, honestamente, ha sido muy útil. Reseña recopilada por y alojada en G2.com.

Precursive as a whole is a great tool for taking your Sales / customer details to the project-level and continuing the overall relationship/engagement management cycle. It has good customization depending on your org's needs and allows your various teams (Finance, Customer Success, Project Management, Delivery) to have visibility into what is needed from them. RCO is great for capacity monitoring but needs some updates to the UI eg: mass updates, dynamic capacity changes Reseña recopilada por y alojada en G2.com.

The OBX module (can be separate or is included if you use PSX) , for Project management is a standard waterfall project mgmt tool and could benefit from agile PM UI updates. The overall precursive modules are a bit buggy, but the support team is quick to acknowledge and add to their backlog to resolve. Since this is a relatively new tool, this is to be expected, but it could go places Reseña recopilada por y alojada en G2.com.

My favorite feature of precusive is the task automatization feature. You are able to create tasks that are dependent upon each other. Once one task is complete the next task will appear in the queue for production to start working on, creating less micromanagement work for project managers and allowing the system to monitor the tedious task updates so we can be more productive and focus on other objectives. Reseña recopilada por y alojada en G2.com.

I wish the system allowed you to approve or reject creative within the board instead of having to click within the task and pull up another window to reject or approve. This would eliminate multiple clicks and save time for project managers. Reseña recopilada por y alojada en G2.com.

Fácil de configurar, fácil de usar, funciona bien con Salesforce y, por lo tanto, facilitó la elaboración de informes para mí como gerente. Reseña recopilada por y alojada en G2.com.

Es un poco torpe porque vive dentro de Salesforce. Sería bueno para un equipo pequeño con necesidades más simples, pero no tan robusto como otras herramientas similares. Reseña recopilada por y alojada en G2.com.

Precursive is a one-stop shop for revenue recognition, project health updates, and time tracking. Dashboards are fairly simple to set up, and it's native integration with SF is a bonus. Reseña recopilada por y alojada en G2.com.

It requires someone full-time to properly manage. Someone technical needs to single-handedly own the platform in order to get the most out of it. Wish customization was much simpler. Reseña recopilada por y alojada en G2.com.