A Salesforce® overhaul for a leading facilities management company.

The Client

Established in 2005, Veritas is a specialist in void property services in the UK. 

28 000 properties under management

> 700 clients

> 1500 alarm responses per annum

Turnover £16m 2019/2020

Their Challenge

Veritas had outgrown their initial Salesforce provision:

“Our existing Salesforce deployment was made up of lots of bolt-ons. As the company grew, we needed to carry out a massive overhaul to enable the system to support the rate of expansion without introducing additional administration spend.” – Stewart Boraston (Veritas’ IT Manager)

Our Solution

As part of our ongoing relationship with Veritas as their Salesforce development team, we have addressed numerous discrete projects ranging from implementing Salesforce extensions, integrating apps, specifying historical reports and financial updates, managing and validating the suitability of sub-contracting partners, and standardising job categories.

Value added by PerformaIT: 

✔️Road-mapping exercise

✔️ App integration, customisation, historical report specification

✔️On-going Salesforce maintenance and support

✔️Agile development approach

✔️Client-facing process improvements

✔️Streamlining operations

✔️ Standardization of operating processes and procedures

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