Salesforce for Technology & Engineering
Streamline operations, scale innovation, and engineer smarter experiences. Whether you’re delivering digital services or designing physical infrastructure, Salesforce connects your people, platforms, and processes — all in one powerful solution.
“In tech and engineering, precision and speed go hand in hand. Our goal is to make sure your systems work just as smart as your people.”
Ben Coleman, CEO, Performa IT
Why Salesforce for Tech & Engineering?
Technology and engineering businesses thrive on efficiency, clarity, and visibility. But as operations scale, processes often become fragmented. Salesforce offers the customisation and connectivity you need to maintain control and drive innovation.
Use it to:
- Automate resource-intensive workflows
- Centralise sales, support and delivery
- Improve customer and stakeholder communication
- Deliver powerful reporting across teams and projects
- Integrate with product, compliance and inventory systems
- Support field service, procurement and project tracking
What we can help you do
Streamline Field Operations
Equip engineers and technicians with mobile access, guided workflows, and real-time updates to ensure jobs are done right — first time, every time.
Automate Workflows
Replace spreadsheets, emails and outdated systems with automated, intelligent workflows — from quote-to-cash to compliance tracking.
Improve Visibility
Create custom dashboards and real-time reporting for engineering projects, procurement pipelines, support requests and client engagements.
Manage B2B Relationships
Deliver personalised experiences for clients, partners and vendors via automated marketing, streamlined sales, and self-service portals.
Connect the Tools You Use
Integrate Salesforce with ERP platforms, support systems, scheduling software and any other tools your teams rely on.
Trusted by global organisations
Case studies in Technology & Engineering
Frequently asked questions
Can Salesforce be customised for technical project tracking?
Yes. We can configure Salesforce to manage milestones, budgets, resource allocation and progress reporting.
Can it support engineering compliance and documentation?
Absolutely. Salesforce can house technical documentation, audit trails, approval workflows and compliance checks.
What field service features are available?
Field Service Lightning provides job scheduling, mobile access for technicians, route optimisation and live status updates.
Will Salesforce integrate with our current systems?
Yes — we’ve integrated Salesforce with dozens of tools including ERPs, support desks, scheduling apps and inventory software.
Can it support both B2B and B2C models?
It’s perfect for both. Salesforce offers tailored journeys and role-based access for any kind of stakeholder.
Do we need a dedicated in-house team to manage it?
Not at all. With our support or a Managed Services contract, you can outsource admin, dev and strategic enhancements.
Can we track hardware, assets or product delivery?
Yes — we can set up product, asset and order tracking tailored to your operational needs.
Why work with Performa?
We’re not just here to manage Salesforce. We’re your team behind the scenes, making it work smarter for you.
