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Description
Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.
Description
Ditch the awkward calendars, unwieldy spreadsheets, and scattered sticky notes; vPlan is your all-in-one solution. Collaborate and strategize seamlessly in a single platform, allowing you to visualize your planning while effectively managing capacity, priorities, and deadlines. With vPlan, you experience a dynamic and visual approach to organizing your tasks. Capture the entire picture of your workload, enhance team collaboration, and ensure that projects reach completion. You have the freedom to choose how you wish to view your schedule, whether through lists, calendars, timelines, or canister views, replacing cumbersome tools once and for all. Gain valuable insights into your resources' capacities and timelines, enabling you to estimate task durations accurately and log actual times for improved planning. This efficient workload management system allows you to optimize your efforts without getting bogged down in manual tasks. By automating routine processes, your team can concentrate on what truly matters, significantly reducing the chances of human error along the way. Embrace a smarter way to work with vPlan, where productivity meets simplicity.
API Access
Has API
API Access
Has API
Pricing Details
$20 per month
Free Trial
Free Version
Pricing Details
$30.00/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Precursive
Country
United Kingdom
Website
www.precursive.com
Vendor Details
Company Name
vPlan
Founded
2016
Country
Netherlands
Website
vplan.nl/nl/
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management
Product Features
Resource Management
Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management