Precursive for Agentforce
Intelligent Services Delivery with AI & Human Collaboration
Overview
The best run companies know the impact of professional services on sales and customer retention. Powered by Agentforce, Precursive helps you plan and execute services that grow ARR and improve gross and net retention.
See How Precursive for Agentforce Works
AI PROJECT ASSISTANT. Get instant status updates on timelines, budgets, risks, and resource plans—all in one place. Ask follow-up questions, drill into specifics, and get insights powered by real-time project data.
AI RISK WHISPERER Generate professionally written risks from simple prompts. Automatically identify, categorize, and refine risks with AI-driven mitigation strategies, making it easy to communicate risk management plans to clients and leadership.
AI SERVICES DELIVERY COACH Agentforce uses your project data—budgets, milestones, collaboration history, and project health—to provide relevant, actionable coaching on best practices and proactive risk management.
Agentforce Enabled Professional Services Automation from Precursive. Precursive’s Professional Services Automation (PSA) tool, is now enhanced with Agentforce, representing a new era in how professional services teams plan, manage, and deliver their projects. By integrating Agentforce, services delivery teams will have access to intelligent, autonomous AI agents designed to boost efficiency, improve decision-making, and deliver exceptional client outcomes.
Categories
- Business Needs
- Enterprise Resource PlanningForecastingProject Management
- Industries
- High TechProfessional Services
- Personas
- Business Operations ManagerBusiness UserEducator
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpAgentforceAgentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn MoreManaged PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsAgentforceManaged Package