success, investment, business-6595539.jpg

Process Efficiency – 5 Critical Elements to Consider

Do you glaze over when conversations turn to improving efficiency?  Do you even know what efficiency really means in the context of business processes? Organisations know that employee efficiency is one the solutions to productivity and ultimately, this is the reason behind significant investments in applications software. In theory, deploying a contemporary software solution like …

Process Efficiency – 5 Critical Elements to Consider Read More »

How to add Lightning Login to your Salesforce Account

After the winter 17 Salesforce release Salesforce introduced Lightning Login, which works in both classic and lightning for Salesforce.  Lightning Login saves time, is easy for users and increases security – a win win!   With Lightning Login after you open the Salesforce URL login page, a user will click/enter their username and then tap to …

How to add Lightning Login to your Salesforce Account Read More »

How an implementation partner helps you get the most out of your CRM investment.

If you’ve already invested in Salesforce, or are considering doing so, then you probably already appreciate how CRM capability is extremely powerful to grow your business. You can… ✔️Accelerate sales ✔️Increase revenue ✔️Have a single view of every customer and every interaction ✔️Automate tasks and messaging …and much more. While it may be tempting to …

How an implementation partner helps you get the most out of your CRM investment. Read More »

Health Check Salesforce

Why Hire A Salesforce Consultancy?

1999 :Salesforce founded as the one of first “born on the Cloud” software application. It offered just Sales Force Automation. 2021: Salesforce consistently ranked as the worlds leading CRM application. Offering a vast range of highly configurable functionality, platform tools and integration capabilities. Combined with a free, comprehensive Trailhead training and a vibrant Community. But this …

Why Hire A Salesforce Consultancy? Read More »

Tom Raffield

Tom Raffield Case Study

Tom Raffield is a high end luxury furniture manufacturing business based in Cornwall. Started by the cutting edge artist and designer maker Tom Raffield. Who works with wood using his self perfected methods of steam bending, to produce unique pieces of furniture & lighting.  Tom Raffield has perfected processes to create furniture and lighting by steam bending a variety …

Tom Raffield Case Study Read More »

Learn More About Pardot

Pardot has been designed to integrate with Salesforce CRM to allow streamlined data sharing. This allows you to view all your prospects & marketing activities in Salesforce under leads or contacts and use Pardot’s scoring system to group contacts in within Salesforce. Pardot’s dynamic scoring and grading system produces a numerical and/or visual representation of …

Learn More About Pardot Read More »

The Inclusion Foundation

At Performa IT we are committed to equal opportunities for our staff and colleagues. However our commitment extends beyond our own team. We feel strongly about equal opportunities for all members of our society. That is why we choose to support The Inclusion Foundation. What is The Inclusion Foundation? The Inclusion Foundation is a dedicated …

The Inclusion Foundation Read More »

Digital Transformation

Businesses have been fired into a new era. For many Salesforce® users this meant a huge change to the way they work. Adapting and learning quickly became a skill everyone required. Businesses using Salesforce® had an upper hand. These businesses harnessed Salesforce® to utilise its full potential to support their growth through the ongoing global …

Digital Transformation Read More »