Operations
Run smarter. Spend less time managing processes and more time improving them. We help Operations teams gain complete visibility, automate what’s manual, and build systems that scale.
“Operations should run like clockwork — quietly, efficiently, and without surprises. That’s what we help deliver.”
Ben Coleman, CEO, Performa
Align teams, tools and data
Your operations are the backbone of the business — but without visibility and control, growth creates complexity. With Salesforce and Performa, you can:
- Bring together systems for people, process and performance
- Track SLAs, tasks and service levels in real time
- Automate escalations and handovers
- Standardise approval workflows
- Build reports that reflect operations across departments
- Integrate third-party tools for inventory, projects or finance
Built to fit your ways of working
No two Ops teams are the same. We tailor every solution to your structure, goals and stakeholders — across:
- Field operations
- Procurement & logistics
- Service delivery
- Internal resource planning
- Asset & contract management
- Risk & compliance monitoring
Solutions for Operations
Experience Cloud
Build branded customer and partner portals that integrate directly with your Salesforce data and workflows.
Field Service
Manage, schedule, and optimise field operations to deliver fast, efficient service to customers.
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.
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.
Trusted by global organisations
Deep dive our knowledge hub
Frequently asked questions
Can Salesforce manage internal operational workflows?
Yes. We build systems that streamline internal task management, approvals, compliance tracking and more.
What’s the difference between standard Salesforce and a custom ops setup?
Standard Salesforce helps you manage customers. We help you use it to manage everything else, tailored to how your business operates.
Can we track operational KPIs in real time?
Absolutely. We build dashboards for uptime, resolution, ticket volume, cost per task, SLA performance, and more.
Do you support field service or dispatch teams?
Yes — we work extensively with Salesforce Field Service and can combine it with Agentforce for smarter resource planning.
How long does implementation take?
It depends on your needs, but many operational solutions go live in a matter of weeks.
Will this replace our existing tools?
It can — or it can sit alongside them. We integrate with platforms like Jira, NetSuite, SAP, Slack, Trello and more.
Can we manage compliance requirements inside Salesforce?
Yes, we’ve built systems that monitor policy breaches, track audits, log approvals and flag risks automatically.
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.
