Performa IT
11 Case Studies
A Performa IT Case Study
DPDGroup UK Ltd, a major UK parcel delivery company, faced challenges in maximizing their return on investment from Salesforce. Their initial implementation was underutilized, business processes were inefficient, and their previous large implementation partner was providing poor value. They needed a strategic partner to help position Salesforce as their central enterprise platform to drive business value and eliminate reliance on spreadsheets.
The vendor Performa IT became their trusted Salesforce adviser, providing ongoing development, app integration, and support. The solution included reengineering sales and call center processes, integrating systems like DocuSign and a custom WhatsApp link, and creating an asset management system. The results were significant, including six-figure savings in the call center, a £40,000 saving in insurance claims processing in the first year, and increased data visibility that improved proactive decision-making across the business.