WE ARE SALESFORCE EXPERTS
Salesforce is the innovative company behind the world’s #1 CRM solution. Their software is cloud-based, so you just log in and start using it! Treat all of your customers as if they were your only customer with Salesforce CRM. Understand customers better through their personal preferences, solve any problem faster with access to past customer interactions, and even identify new sales opportunities by analysing your best customers’ purchase histories.
Performa IT are one of the UK’s leading Salesforce implementation partners, we can get you up and running on Salesforce CRM today.
Tap get in touch to arrange a meeting.
DocuSign are the leading eSignature brand. Accessible from around the world, global enterprises, business departments, individual professionals, and consumers in all industries solve their paper problems by replacing manual, paper-based methods with DocuSign.
The result is accelerated transactions that increase speed to results, reduce costs, improve visibility and control, and delight customers. DocuSign helps you keep business digital with the easy, fast, secure way to send, sign, manage and store documents in the cloud.
Performa IT are proud to be a partner of DocuSign and are experts in integrating DocuSign with Salesforce to automate your business processes and accelerate document sign off.
CloudCall turns your Salesforce® CRM into a powerful communications solution. Call functionality and data is easily accessible from one system – offering you greater business visibility, helping to increase productivity and reduce manual errors.
NINTEX CERTIFIED PARTNER
Nintex is easy, point-and-click workflow automation software to tackle everything from basic business functions to company-wide processes with a few clicks – not code – helping you improve how you work.
Nintex Document Generation for Salesforce automates document creation in Salesforce using the same data and documents you use today, without having to leave the familiarity of Salesforce.
Nintex are the perfect partners and Performa IT have many years experience building enterprise solutions with this successful trio of apps.
LEAD FORENSICS SOFTWARE
Lead Forensics is the software that reveals the identity of your anonymous website traffic, and turns them into actionable sales leads. In real-time. Leverage Lead Forensics as an additional data source. Instantly access names, job titles and email addresses of key contacts that match your target profile, from businesses that have been visiting your site. Lead Forensics lets you own your lead generation activity by uncovering the identity of your unconverted website visitors, delivering them to you via your Visitor List.
SOFTWARE ADOPTION TOOL
Go beyond walkthroughs and tooltips. Focus on business processes, outcomes and employee productivity with Apty, the proactive digital adoption platform.
SETTING THE STANDARD IN SALESFORCE DEV-OPS
Gear set offers powerful DevOps solutions for faster Salesforce releases.
Gearset helps us build faster, ship fewer bugs, and deliver more value with the world’s leading Salesforce deployment engine.
SYNC YOUR SALES AND FINANCE DATA
Breadwinner is the leading integration solution between Salesforce and finance software for businesses of all sizes. Align your systems and transform your data into profitable results.
DIGITAL WORKFLOWS SIMPLIFIED
Formstack is a workplace productivity platform that lets organizations create digital workflows with no-code forms, documents, and signatures.
PDF Butler is a platform to create engaging e-docs in a one-2-one, transactional or bulk processing context! PDF Butler is built with omnichannel in mind and centralizes the creation of electronic documents so your customers get the same experience from every channel.
INTELLIGENT DATA SOLUTIONS
IDS are leaders in end-to-end data certainty. Their Kovenant™ methodology combines testing and data quality management to give you 100% confidence in your data, 100% of the time. Find out more here.