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performance.io invests in a leading agency management platform, Deltek WorkBook.

Updated: Jul 31, 2023

performance.io invests in a leading agency management platform to drive growth and scalability, with Deltek WorkBook by Silversoft


Silversoft, a leading agency management solution provider, is delighted to announce that performance.io (PIO) has chosen Deltek WorkBook as their new agency management solution to support rapid growth at the agency.

performance.io (PIO) is the only pure play search engine optimization (SEO) agency in healthcare and pharma. Founded by CEO Matt Lowe, the team blends specialists with deep SEO category expertise and experienced Pharma marketers to deliver best in class online performance programmes.

Prior to performance.io engaging with Silversoft, performance.io had an existing project management tool which lacked the ability to manage and deliver key project metrics, such as project profitability and project costs easily and effectively. Getting much-needed project insights meant manual intervention was needed, which delayed management reporting and the live visibility required for meaningful decision making.

It was also becoming increasingly difficult to forecast and plan future projects. A 50% increase in headcount over the last 12 months, a trend the firm expects to continue into 2023, highlighted the need for better resource and capacity planning.

These variables resulted in performance.io conducting a review of available agency management tools that could provide the ability to cover all immediate needs plus provide the capability to scale functionality that can support their continued growth.

In the discovery phase led by Silversoft, it became evident that performance.io needed an end-to-end agency managed solution. performance.io required client relationship management functionality to manage its clients, prospects, project forecasting and pipelines. Deltek WorkBook provides a seamless interface between its CRM and Project Management solution. The ability to expand detailed project planning with capacity planning was also fundamental to support efficient operations and client servicing.

“During the software evaluation process, Silversoft demonstrated that a dedicated agency management suite like Deltek WorkBook would not only optimise the agency’s performance today but also provide a foundation for future growth.” said Iain Ravenhill, Sales Director at Silversoft UK.

Ravenhill continues, “Deltek WorkBook is a fully integrated agency management tool that covers the entire client engagement and project lifecycle (CRM, pipeline management, forecasting, resource management, capacity planning, task & time tacking, billing, reporting & Financial accounting.)”

Ross Taylor Director and Global Head of Operations at performance.io said, “Silversoft demonstrated the power and value of Deltek WorkBook and how it was able to meet both our current needs as well as any future requirements we expect as a growing agency.” Taylor continues “As a growing agency with more people and more projects we also needed to consider capacity planning, something we’ve been wrestling with how to manage through this fast growth phase. But a solution like Deltek WorkBook ensures we have the right platform that when we need this we will be covered”.

Taylor also emphasised the importance of selecting the right implementation partner. “The implementation support and industry insight from Silversoft has been brilliant. The team has not only provided the core functional and training support required, but has added value in advising us on industry best practice for firms like ours looking to create a baseline for growth.

Jacques du Buisson, – Silversoft Group CEO commented, “We are delighted to partner with performance.io in their growth journey. To many extents, we have experienced a similar growth trajectory with our complete focus on crafting our skills in the agency tech space. performance.io have shown innovation and leadership in the healthcare space and we are proud to be their technology partner to help them deliver their best work.”

About performance.io (PIO)

The performance.io (PIO) team is the only pure play search engine optimization (SEO) and online performance marketing agency servicing the pharmaceutical industry.

Founded by CEO Matt Lowe, the team blends specialists with deep SEO category expertise and experienced Pharma marketers to deliver best in class online performance programmes.

PIO are driving innovation across the industry, successfully implementing SEO programmes across 7 of top 10 Global pharma companies, including driving solutions to implement SEO for promotional / brand sites behind login across 3 of top 5 Pharma & leading Biotechs

About Silversoft

For 15 years, Silversoft has been delivering enterprise solutions to people and project-centric firms, supporting over 30,000 users across the globe. Silversoft has offices in London, Johannesburg and Cape Town and is the local Premium Partner for Deltek – the leading international provider of software to the Professional Services industry.

With WorkBook by Deltek, Silversoft delivers beautiful Agency Management technology that will help your firm win the best accounts, deliver the greatest projects, delight your clients and be more profitable.

Find out how Deltek WorkBook can transform the way your agency performs here

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