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Services & Solutions

The Project Roadmap

When do you need us?

Phase 05

The Success

“We need an expert on speed-dial.”

Managed Services, DevOps & Training

Ongoing support, strategic enhancements, and expert guidance. Your dedicated Salesforce team, always ready when you need us.

Related Service Salesforce Support

01

Implementations

Strategic Setups Built for Scale

A successful implementation isn’t just technical – it’s foundational. We provide end-to-end support to ensure your Salesforce instance is built right from Day One.

  • Cloud Deployments: Specialist expertise in all Salesforce Clouds and products.
  • Migrations: Securely move your legacy data into Salesforce with zero downtime and total integrity.
  • Custom Development: When “out-of-the-box” isn’t enough, our in-house developers build bespoke Apex and LWC solutions tailored to your unique processes.
  • Integrations: Connect Salesforce to your wider ecosystem (ERP, Finance, Marketing) using MuleSoft or custom APIs to create a “Single Source of Truth.”
Learn more

02

Ongoing Success

Your Salesforce Team, Extended

Maintaining a high-performing platform requires constant evolution. Our success services are designed to be flexible, proactive, and deeply technical.

  • Managed Services: Strategic support, ongoing enhancements and roadmap planning to ensure your investment continues to deliver ROI.
  • Unlimited & Contracted Support: Access to a dedicated team for day-to-day management and maintenance.
  • DevOps Support: Reliable release management and deployment pipelines to ensure system stability during updates.
  • Training & Enablement: Tailored workshops for Admins and Users to drive adoption and confidence across your team.
  • Staff Augmentation: Seamlessly flex your resources to bridge skill gaps and accelerate projects.
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03

Digital Transformation

Turning Technology into Strategy

Transformation is about more than just software; it’s about changing how your business operates. We act as your bridge between technical capability and business goals.

  • Health Checks & Audits: A deep-dive diagnostic of your existing setup to uncover inefficiencies, security risks, and performance blockers.
  • Technical Architecture: Expert-led design to ensure your system is robust, secure, and scalable for future growth.
  • Business Analysis (BA) Support: We bridge the gap between your stakeholders and the technical team, translating business needs into technical requirements.
  • Transformation Consulting: Strategic roadmapping to help you sunset legacy tech and transition into a modern, agentic, digital-first organisation.
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04

AI and Automation

The Future of the Agentic Enterprise

We don’t just ‘do’ AI; we position it for success as a seamless extension of your workforce. As pioneers in the UK, we led the first EMEA implementation of Agentforce and have since implemented a range of high-impact use cases, giving us unparalleled insight into “Agentic” technology.

  • Agentforce & Agentic Design: Move beyond chatbots and copilots. We build autonomous agents that can reason, take action, and resolve complex tasks across your business.
  • Einstein AI: Embed predictive insights and generative tools directly into your user workflows.
  • Advanced Automation: We replace manual bottlenecks with intelligent architecture, reducing clicks and increasing speed-to-value.
  • Data Integrations: Power your AI with a “Brain” – unifying fragmented data to ensure your agents act on real-time, accurate information.
Learn more

Get started

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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.