Sales
Give your sales team the tools, insights, and confidence to focus on selling — not on chasing spreadsheets or status updates.
“We help sales teams close faster by giving them what they actually need — clarity, automation and momentum.”
Ben Coleman, CEO, Performa IT
Built for how your team sells
very sales team works differently. Whether you sell products, services, or long-term contracts, we tailor Salesforce to your sales process — not the other way around.
With our support, you can:
- Create a shared pipeline view across Sales, Marketing and Operations
- Score and prioritise leads with AI
- Automatically log calls, meetings and emails
- Generate quotes and proposals in clicks
- Track commission in real-time
- Identify stalled deals and next best actions
Tools your team will actually use
- Voice notes and mobile updates for reps on the go
- Alerts when prospects revisit a page or open a proposal
- Templates for outreach, proposals and follow-ups
- Forecasting dashboards that actually match reality
- Commission and goal tracking built into your CRM
- Integrated product catalogues and quoting tools
One platform, one view
From lead to renewal, everything lives in one place — connected to your marketing, support and finance teams. No more duplicate tools, messy handovers or missed opportunities.
Trusted by global organisations
Solutions for Sales
Sales Cloud
Boost sales productivity and close deals faster with custom workflows, reporting, and lead-to-cash automation.
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.
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.
Deep dive our resources
Frequently asked questions
Can Salesforce replace our current sales tools?
Yes. It can consolidate your CRM, pipeline tracking, quoting, commission and forecasting tools into one platform.
Will this slow down our sales team?
No — we focus on simplicity and speed. Most reps see fewer clicks and clearer next steps.
Can we track performance and targets?
Absolutely. We create dashboards that track activity, goals, wins, and forecasted revenue.
Do you support account-based selling?
Yes — we can build tailored workflows for key accounts, territories and multi-contact deals.
What about mobile reps or field sales?
We build mobile-friendly tools for logging activity, viewing pipeline, and even updating via voice.
Can we customise quoting and pricing?
Yes — including product bundles, approval flows, discount rules and region-based pricing.
How long does it take to go live?
Most sales implementations take 4–8 weeks depending on your setup and integrations.
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.
