Unlock the Full Power of Salesforce
From Sales and Service to AI-driven automation and seamless integrations, we help you connect, scale, and transform with the entire Salesforce ecosystem.
Salesforce Clouds
Salesforce offers a suite of powerful, purpose-built clouds, each designed to meet specific business needs. At Performa, we ensure these tools are implemented, configured, and tailored to help your team do more – with less friction and greater results.
- Sales Cloud
- Service Cloud
- Experience Cloud
- Marketing Cloud
- Field Service
Accelerate your revenue with intelligent lead management, forecasting, and automation. We help you build a smarter sales pipeline that supports reps, enhances reporting, and ultimately closes deals faster.
Deliver fast, connected support experiences across all channels. From live chat to case management and automation, we design solutions that reduce wait times and boost customer satisfaction.
Empower customers, partners, and employees with branded, self-service portals. Whether you’re building a partner ecosystem or a client knowledge base, we ensure a seamless experience that extends your brand.
Target, personalise, and automate campaigns across email, SMS, social and beyond. We help you unlock Marketing Cloud’s full potential, integrating it with your sales and service data to create smarter, conversion-driven journeys.
Field Service helps businesses manage and streamline on-site operations—scheduling jobs, dispatching technicians, and keeping customers informed—so you can deliver timely, efficient service with less effort and fewer delays.
Platform Integrations
Modern businesses don’t work in silos, and neither should your tech. Our integration services ensure Salesforce talks to your entire stack, creating one source of truth for your team.
- AWS
- Mulesoft
- Slack
- Tableau
Enable seamless data sharing and real-time analytics, enhancing customer insights and decision-making. Improve scalability and operational efficiency by combining Salesforce’s CRM capabilities with AWS’s robust cloud infrastructure and AI services.
Connect data from any system, enabling a unified customer view and streamlined business processes. Accelerate digital transformation by providing reusable APIs and automating workflows across applications and services.
Enhance team collaboration by bringing real-time Salesforce updates, alerts, and workflows directly into Slack channels. Boost productivity by enabling users to take Salesforce actions, like updating records or approving deals, without leaving Slack.
Give your data meaning. Visualise and explore your business through interactive dashboards, leading to deeper insights and data-driven decisions. Access real-time analytics within Salesforce, helping teams quickly identify trends, opportunities, and performance metrics.
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
Frequently asked questions
What’s the difference between the Salesforce Clouds?
Each Salesforce Cloud is purpose-built: Sales Cloud focuses on sales and CRM; Service Cloud on customer service; Experience Cloud enables portals and communities; Marketing Cloud helps run campaigns; and Commerce Cloud supports eCommerce. We help you select and integrate the right mix for your business.
Do I need all the Salesforce Clouds to get started?
Most businesses start with one or two, often Sales or Service Cloud. We work with you to assess your needs and recommend only the tools that bring the most value.
Can you integrate Salesforce with other platforms we use?
Yes. We offer powerful integrations with platforms like AWS, Slack, Mulesoft, Tableau, and more. Our approach ensures data flows smoothly between your systems for a connected, efficient workflow.
How customisable are these products?
Highly! In fact, it’s one of the main advantages of the Salesforce platform. Whether it’s modifying the UI, automating workflows, or building entirely new features, our team can tailor Salesforce products and Clouds to fit your operations precisely.
What support do you offer post-implementation?
We offer Flexible & Unlimited Support plans or fully Managed Services to provide ongoing help, optimisations, training, and system monitoring. You’re never left on your own.
All Clouds & Solutions
Sales Cloud
Boost sales productivity and close deals faster with custom workflows, reporting, and lead-to-cash automation.
Service 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.
Dive into our resources
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.
