Case Study: Acorn Business Finance grows with Salesforce and Performa IT

Acorn Business Finance streamlines SME financing with Performa IT across 200-business BDM portfolios

Acorn Business Finance, a small business finance brokerage, sought a competitive advantage from its inception through a world-class CRM solution. They partnered with Performa IT to implement Salesforce as their central operational platform to drive efficiency and provide innovative customer service.

Performa IT designed and delivered two fully integrated portals for customers and introducers, enabling secure document uploads and streamlined referral tracking. This solution provided Acorn with a robust, scalable system that enhanced security for clients and created new business opportunities. The vendor's ongoing support was critical to Acorn's rapid growth, helping them add new business development managers and strengthen their network.

Acorn Business Finance