Customer Experience
Whether it’s onboarding, support or retention, we help you connect the dots between teams, tools and touch-points to deliver an experience your customers remember for the right reasons
“Customer experience is no longer a department, it’s the whole business. We make sure it works that way.”
Ben Coleman, CEO, Performa
One connected platform, built around your customer
Customer expectations have changed. They want answers, consistency and personalisation, fast. With Salesforce and Performa, you can:
- Unify data across Sales, Service, Marketing and Support
- Track every customer interaction from first contact to renewal
- Resolve issues faster with AI-powered tools
- Create personalised journeys and targeted messaging
- Let customers self-serve with knowledge bases and chatbots
- Deliver consistent experiences across every channel
Practical outcomes, not just promises
Our team works with Customer Experience leaders to:
- Identify friction points in the customer journey
- Replace manual work with automation and smart workflows
- Improve first-response and resolution times
- Break down data silos between teams
- Increase NPS, CSAT and customer retention
Deep dive our knowledge hub
Solutions for Customer Experience
Experience Cloud
Build branded customer and partner portals that integrate directly with your Salesforce data and workflows.
Services Cloud
Deliver faster, smarter support with tailored agent tools, case management, and a seamless customer experience.
Marketing Cloud
Power personalised journeys at scale – from email automation to audience segmentation and data-driven insights.
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.
Frequently asked questions
Can we connect Salesforce with our existing support tools?
Yes. We regularly integrate platforms like Zendesk, Intercom, Freshdesk and others directly into Salesforce.
How quickly can we see results?
Most CX projects show measurable improvement within weeks, especially around resolution time, response quality and insight visibility.
Can you help us improve self-service options?
Absolutely. We can implement knowledge centres, chatbots, and portals using Experience Cloud and other Salesforce tools.
What if our data is spread across departments?
That’s what we solve. We’ll centralise your customer data for visibility and action.
Do you support international CX teams?
Yes. We work with global organisations and can build multilingual, region-aware workflows and support systems.
What metrics can we track?
NPS, CSAT, resolution time, customer lifetime value, engagement — and any custom KPIs that matter to your business.
What industries do you support?
We’ve delivered CX solutions in transport, fintech, education, government, energy, property and more. View all industries
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.
