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
- Agentforce & Enstein
- Data 360 (Cloud)
- Industry Clouds
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 by scheduling jobs, dispatching technicians, and keeping customers informed, so you can deliver timely, efficient service with less effort and fewer delays.
Field Service helps businesses manage and streamline on-site operations by scheduling jobs, dispatching technicians, and keeping customers informed, so you can deliver timely, efficient service with less effort and fewer delays.
Field Service helps businesses manage and streamline on-site operations by scheduling jobs, dispatching technicians, and keeping customers informed, so you can deliver timely, efficient service with less effort and fewer delays.
Field Service helps businesses manage and streamline on-site operations by 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.
The Project Roadmap
When do you need us?
The Foundation
“We need to get onto Salesforce.”
Migrations & Quick-Start ImplementationsWhether you’re replacing spreadsheets, a legacy CRM, or starting from scratch, we get you onto Salesforce the right way. Purpose-built from Day One.
The Health Check
“Our setup feels messy or slow.”
System Audits & Technical Debt RemovalWe diagnose what’s dragging your instance down. Security gaps, bloated automations, orphaned fields. Then we fix it.
The Growth
“We need to do more.”
Custom Development, Integrations & New Cloud DeploymentsNew clouds, new integrations, custom Apex and LWC builds. We extend your platform to match your ambition.
The Innovation
“We want to lead with AI.”
Agentforce, Automation & Agentic StrategyAgentforce, Einstein, autonomous workflows. We don’t bolt AI on. We architect it into your operating model.
The Success
“We need an expert on speed-dial.”
Managed Services, DevOps & TrainingOngoing support, strategic enhancements, and expert guidance. Your dedicated Salesforce team, always ready when you need us.
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
100% annual savings, 98% increase in efficiency.
“Being the chief executive, an indication of a well-run system is when you don’t hear much about it – for me, that is vitally important.”
Camilla Chandler-Mant, CEO and Founder of South Bristol Youth
200% business growth since implementing Salesforce
“We prefer the power that tech can provide to our business and allow us to scale without a huge number of employees.”
Stuart Gibson, Founder & MD of Acorn Business Finance
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
400% Social Return for Every £1 Invested
“About a quarter of people live in fuel poverty in the UK… our goal is to make sure that those people can stay warmer in the long term… lowering their risk of health complications and helping the NHS and health services.”
Sam Rollinson, Senior Product Manager, Energy Systems Catapult
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.
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.
