Case Study: Veritas streamlines property services with Salesforce and Performa IT

Veritas manages 28,000 properties with Performa IT

Veritas, a UK-based property services provider, faced a challenge when its rapid growth caused its Salesforce system, the backbone of its operations, to become inefficient and cumbersome due to numerous bolt-ons. They needed to streamline and standardize their processes to support expansion without increasing administrative costs. To achieve this, they engaged the vendor Performa IT for its Salesforce expertise.

Performa IT implemented a holistic solution that included a road-mapping exercise, app integrations, and customizations. Key projects included integrating the Fastfield job management app to automate contractor data dispatch and customizing partner management to validate subcontractor insurance. The results were significant, de-risking contractor relationships, improving compliance, and setting new industry standards. This provided Veritas with an enhanced competitive edge and allowed them to leverage their Salesforce investment for maximum value.

Veritas