Revenue & Project Operations Digital Journey Builders
Who we are
OUR BUSINESS DNA
With a solid experience in the Lines of Business:
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Operations
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Sales & Marketing
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Service
as well as Salesforce CRM/PSA functional & technical consulting; Præcursor Digital offers a unique expertise in the:
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Advisory & Design
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Implementation
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Customization
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Integration
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Support
of RevOps & ProjOps solutions on the Salesforce platform.
OUR VISION
Whether you are a:
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C-level executives looking for strategic indicators to drive profitability
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Directors making sure the team capacity can deliver the project and opportunity pipeline on time thanks to predictive models
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Project Manager/Resource updating Business Processes to ensure customer satisfaction and operational efficiency
Præcursor Digital will be able to advise you and translate your needs into requirements.
OUR TECHNOLOGY
The Salesforce platform offer a comprehensive cloud-based technology stack for companies in need of an agile System of Engagement to:
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Rapidly release new business models like usage-based subscriptions, for instance
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Centralize contracts, projects, timesheets & product billing data points and processes
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Provide a single version of the truth to support business decisions through data integration, visualization and generative AI.
Why we
stand out
Our Moto - "If you cannot measure it, do not even bother!"
Continuously Improve your customers' journey - Our Mission
"So we go Lean..
Præcursor Digital will provide you with the appropriate metrics and indicators to identify bottlenecks and outliers causing deviation from your standard/streamlined journey.
and help you drive..
We aim at creating a system-of-engagement that will guide your team's decisions to implement the necessary corrective actions to avoid rework, focus on value-added steps to maximize operational efficiency.
one single version of the truth!"
From the MQL filling out the form on your educational landing page after a targeted campaign, to a consolidated Invoice document presenting your subscriptions, usage-based products/services consumption, physical products or parts leaving your warehouses or vans and finally time and rates by resource or role involved in a Project, Bank of Hour or Field Service intervention, Præcursor will support you!
What we tailor to your needs...
...the Salesforce Platform
Marketing Automation
Pardot, Sales Cloud
Attract visitors and generate new MQLs with educational landing pages before nurturing them through customized drip campaigns to convert them into SQLs and Opportunities
Customer Relationship Management
Sales, Service Cloud & Field Service Lightning and Knowledge Base
Centralize all your RevOps and ProjOps data on Opportunity records to provide your teams with a 360˚ view of your entire customer journey
Customization
Administration, Automation and Development
Create background, interactive or integration steps (declarative or programatic), that can be grouped into stages to fully control, automate and measure state changes and how a customer go through their journey with you.
Customization
Administration, Automation and Development
Each interactive step can be assigned as a Work Item to individual users, queues or groups. They are alerted when their input is required to move to a next stage. Time between state changes helps identify bottlenecks & corrective actions.
Generative AI
Large Language Models
Securely leverage the power of Natural Language Processing through LLMs like Chat GPT 4, directly from within the Salesforce Einstein Trust Layer. Create virtual agents and prompts to copilot your business and customer experience!
Professional Services Automation
Klient PSA
Leverage and adjust Project or Tasks templates with resource placeholders as early as possible in the opportunity management process, to document your projects schedules in quotes and anticipate upcoming capacity needs by role.
Professional Services Automation
Klient PSA
Deep dive into the daily, weekly or monthly interactive schedules aggregated by Resources, Projects and Tasks to be able to adjust the resource planning process as granularly as required. Combine Skills and Role-based allocation.
Professional Services Automation
Klient PSA
After your resources fill-in their timesheets in your PSA (or after creation from an integration), canned or custom dashboards & reports provide you with a clear vision of your Project Portfolio, Financials, Capacity, HR processes...
Customer & Partner Experience Sites
Experience Cloud
How we deliver
on our Promise
W-AGILE Delivery - "The best of Agile & Waterfall practices for ProServ"
Respect timeline & budget in a Sprint-Based implementation context
Architecture: "Just Enough Design Upfront"
The Design phase is key to a successful solution implementation. Analysis and Planning Workshops with project stakeholders, champions, SMEs and users will enable Præcursor to gather business and technical requirements before documenting them.
At this stage, a Systems Diagram, a Business Process Map and a Design Document presenting: objectives, solution components, requirements (User, data and non-functional stories as well licences by User Persona), delivery methodology & communication plan, data migration strategy and project plan will provide all the information needed for a successful implementation phase.
Implement: "Groom -> Deliver -> Demonstrate -> Test & Accept -> [Deploy]" Sprint Iterations
Once the project backlog has been allocated to project sprints of 3 - 4 weeks, the project team will refine the sprint backlog in grooming sessions before actually starting the configuration or development of the solution features. Scrum meetings during this phase will enable the team to address roadblocks by allocating additional resources as early as possible, not to delay the sprint. In the last step, the demonstration of the configured features will be used as training for the customer to be able to test and validate the team can move on to the next sprint and deploy (if a solution component has to be deployed) or needs to re-iterate.
Training, UAT, Rollout & Support:
After implementing, the solution needs to be progressively transferred to the end users so they can understand how to work with it, approve all their needs in the scope of the project are supported and work together with Præcursor to give a feedback on potential improvements needed in a future iteration of the solution!
Where we are
Tel: (579) 960-2174