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About

Improve services delivery to maximize revenue by aligning sales, services and success teams on the platform that matters, Salesforce. Customer success starts with customer onboarding. Use repeatable playbooks for implementations to onboard customers faster, all within Salesforce. Mobilize teams quickly, schedule resources and make better use of your capacity. Plan, track and forecast your team's time and utilization. Precursive PSA gives you complete insight across all people and professional services to improve operational performance, 100% native to Salesforce.

About

Stop clumsy calendars, spreadsheets and sticky notes. vPlan is all you need. Plan and work together in one place. Visualize your planning with vPlan, get a grip on capacity, priority and deadlines. vPlan is the flexible and visual way to plan your work. Get everything in the picture, work better together and make sure that work comes to an end. Decide for yourself how you want to see the schedule. Replace clumsy spreadsheets, calendar and post-its. Visualize your schedule with our list, calendar, timeline or canister view. Gain insight into capacity and lead times of your resources. Estimate the duration of your tasks and record actual times. This way you can plan even better and you get efficient workload management. Do not spend time on manual work. Automate your routine tasks so your team doesn't have to think about it. Minimize the risk of human error and focus on the work that matters.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies of all sizes searching for an advanced Customer Onboarding solution

Audience

Companies searching for a solution to Ppan, follow and analyze the work of their team

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$20 per month
Free Version
Free Trial

Pricing

$30.00/month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Precursive
United Kingdom
www.precursive.com

Company Information

vPlan
Founded: 2016
Netherlands
vplan.com

Alternatives

Mission Control

Mission Control

Aprika Business Solutions

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Float

Float

Float.com
Float

Float

Float.com
Proteus

Proteus

Xergy

Categories

Categories

Resource Management Features

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Integrations

Salesforce
Stackreaction

Integrations

Salesforce
Stackreaction
Claim Precursive and update features and information
Claim Precursive and update features and information
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