Maximising a Salesforce® CRM in the energy sector.

Find out how Salesforce by Performa IT catapults green energy innovation hub towards efficient stakeholder and process management.

Learn about our custom app integrations for streamlined process management

The Client

170+ staff at offices in Birmingham and Derby Champions of innovation in the clean energy sector

115 full access Salesforce licences and 8 platform licences

Their Challenge

Stakeholder duplication and process inefficiencies

“With multiple teams serving a variety of stakeholders there was a quite a lot of duplication of account and contact information held locally on spreadsheets,” 

ESC’s key requirement was to close the gap between implementing Salesforce and driving value from such a powerful platform.

Our Solution

Data Wizard. “Performa IT helped us to update our data quickly and efficiently. This was a significant step in developing our ‘single source of the truth’ which is so important to bring teams together.”

Why Performa IT? 

“Performa IT have the knowledge and understanding to help shape the platform around the business, and this makes it more accessible for users. They take their time to get to know their customers and what they are trying to achieve.

“They play a huge role in helping to tailor the system to work for our needs. And they bring an awareness of how other organisations are using the platform, which is not possible for an in-house team.

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