Salesforce services and solutions, backed by Performa experts
Whether you’re starting fresh, scaling, or optimising – we deliver tailored solutions that drive results.
200+
successful Salesforce implementations
in a variety of different industries and business sizes.
24/7 support
updates, and system health checks.
AI driven
with Einstein AI, Agentforce, and workflow automation.
Whether you’re starting fresh, scaling, or optimizing—we deliver tailored solutions that drive results.
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
So, what’s the plan?
Frequently asked questions
What types of Salesforce services do you offer?
We provide end-to-end Salesforce services, including strategic implementations, ongoing support (both flexible and unlimited), custom development, health checks, training, and seamless integrations with other platforms.
Can you help us if we already have Salesforce but want to improve or expand it?
Yes. Whether you’re looking to optimise your current setup, introduce new features, or integrate additional systems, we can help enhance your existing Salesforce environment to better meet your goals.
What’s the difference between Flexible and Unlimited Salesforce Support?
Flexible Support is ideal for teams who need occasional expert help, while Unlimited Support provides consistent, month-to-month assistance for teams needing regular Salesforce admin, maintenance, or enhancements.
Do you work with all Salesforce Clouds and Products?
We support a wide range of Salesforce products including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and integrations with AWS, Mulesoft, Slack, Tableau, and more.
How long does a typical Salesforce implementation take?
The timeline varies based on complexity and scope. Small-to-medium implementations can take a few weeks, while larger or more customised solutions may span several months. We’ll always provide a clear timeline upfront.
Do you provide training for internal teams?
Absolutely. We offer tailored Salesforce training sessions for admins, users, and stakeholders to ensure your team feels confident and capable using the platform effectively.
What makes Performa different from other Salesforce consultancies?
We combine deep technical expertise with a flexible, client-focused approach. Our team builds long-term partnerships and delivers tailored solutions that align with your unique goals, not just generic best practices.
Our services & Solutions
Services
Custom Salesforce Development
Bespoke solutions designed to extend Salesforce beyond the standard. From automation to UI, we build exactly what you need.
Salesforce Implementations
We deliver strategic, end-to-end implementations that get your Salesforce setup right from day one – built for scale, performance, and impact.
Salesforce Integration
Connect Salesforce with the rest of your ecosystem. From CRMs to ERPs, we make your platforms work smarter, together.
Salesforce Health Checks
Uncover hidden inefficiencies and performance blockers with a full technical and strategic audit of your Salesforce instance.
Salesforce Training
Empower your team with hands-on, practical training – tailored to your roles, processes, and future growth.
Salesforce Talent Solutions
Connect Salesforce with the rest of your ecosystem. From CRMs to ERPs, we make your platforms work smarter, together.
Salesforce Clouds & Products
Sales Cloud
Boost sales productivity and close deals faster with custom workflows, reporting, and lead-to-cash automation.
Services Cloud
Deliver faster, smarter support with tailored agent tools, case management, and a seamless customer experience.
Experience Cloud
Build branded customer and partner portals that integrate directly with your Salesforce data and workflows.
Marketing Cloud
Power personalised journeys at scale – from email automation to audience segmentation and data-driven insights.
Field Service
Manage, schedule, and optimise field operations to deliver fast, efficient service to customers.
AWS
Harness cloud computing and storage power with smart integrations between Salesforce and AWS services.z
Mulesoft
Bring everything together with API-led integration through Mulesoft – connect apps, data, and devices effortlessly.
Slack
Power real-time collaboration inside Salesforce – receive updates, assign tasks, and close loops faster via Slack.
Tableau
Unlock advanced visual insights with Tableau, integrating your Salesforce data into powerful, interactive dashboards.
AI Solutions
AgentForce
Deploy AI agents to automate tasks, boost productivity, and scale your team’s capabilities.
Einstein AI
Add predictive insights, automate workflows, and make smarter decisions with embedded Salesforce AI tools.
Data Cloud
Unify data in real time to power personalisation, automation, and intelligent business decisions.
Dive into our knowledge hub
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.
