Salesforce & Agentforce Experts
We Turn Salesforce Into Your Growth Engine.
Scale your business, not your overheads, with Agentforce
While you take care of your team, we train, develop, and manage your digital agents so that you can win more customers, cut costs, and grow your business.
Don’t let Salesforce become a maze without a map
Book a complimentary Action Plan Workshop to pinpoint your goals, challenges and requirements. Together, we will craft a plan to grow your business with Salesforce.
Where to start with your digital workforce?
We’ve got you covered
Onboarding a digital, or AI, employee takes time, training and testing, much like your typical new starter! Team up with the leading partner for Salesforce AI to scale at speed.
Your journey, simplified
From roadmap to results, our process is built for clarity. Explore the five phases of how we work.
Action plan
Let’s start with a free workshop to align your business goals with Salesforce’s capabilities. Together, we’ll map out a strategy for growth, whether it’s AI integration, process automation, or industry-specific solutions.
Scope
Our team will deep-dive into your systems, challenges and objectives to assess your current Salesforce setup. We’ll scope the gaps, identify quick wins, and shape a roadmap tailored to your business priorities.
Deliver
Our certified consultants and developers bring the strategy to life — with scalable architecture, user-first design, and industry best practices at the core. From MVP to enterprise-ready solutions, we move quickly and communicate clearly.
Adopt
We ensure your teams are confident and capable with tailored roll-out plans, training, interactive demos, and embedded enablement. Whether it’s your salespeople, service agents or execs – we empower users to adopt and embrace the change.
Support
From flexible on-demand help to fully managed services, we’re here to support your growth long after go-live. Bug fixes, enhancements, new features – our UK-based support team is just a message away.
45% case deflection with Salesforce AI
“We want to ensure that our human agents are used in exactly the right places, as travel is a uniquely human experience”
Kate Donaghy, Head of Business, Secret Escapes
35% Time Savings: 5 Million Cases per Year
“Salesforce keeps our business running. Over the eight years we’ve built some really exciting things together, and it’s always been collaborative – a true partnership.”
Adam Hooper, Head of Central Platforms, DPD UK
500% Social Return for Every £1 Invested
“About a quarter of people live in fuel poverty in the UK… our goal is to make sure that those people can stay warmer in the long term… lowering their risk of health complications and helping the NHS and health services.”
Sam Rollinson, Senior Product Manager, Energy Systems Catapult
Trusted by global organisations
So, what’s the plan?
Performa Resources
Is Salesforce a CRM or Not?
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When it comes to business technology, few names spark as much recognition – and sometimes confusion – as Salesforce. Depending…
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.
