Case Study: Lightfoot drives growth and confidence with Performa IT

Lightfoot boosts pipeline visibility and board confidence with Performa IT

Lightfoot, a UK-based green technology company specializing in driver engagement and fleet management solutions, faced challenges with its Salesforce implementation. Inconsistent processes and unreliable data across teams jeopardized sales forecasting and system confidence. The company engaged vendor Performa IT to salvage the platform and standardize its sales processes, CRM, and Service Cloud.

Performa IT implemented a customized Salesforce solution with integrated dashboards that provided real-time driver performance data from Lightfoot's own product. This transformed Lightfoot's sales pipeline visibility, team management, and board-level forecasting. The results included absolute clarity of the customer journey, uniform processes across all teams, and enhanced investor confidence, enabling the company to pursue its growth plans effectively.

Lightfoot