Turn your pipeline
into performance.
Whether you’re just starting with Sales Cloud or want to refine a legacy setup, Performa helps businesses transform their sales process from fragmented to fully streamlined.
We work with Sales Leaders, Operations, and Reps to ensure your Salesforce setup matches how your team actually sells – and that it scales with your growth.
“Sales Cloud isn’t just a CRM – it’s your frontline engine for revenue growth. Our job is to ensure it’s firing on all cylinders.”
Sam Chappel, CTO, Performa
We help you to
Implement a Revenue-Ready Setup
Get started with Sales Cloud quickly and correctly, avoiding common setup pitfalls that lead to low adoption or misalignment.
Optimise Lead & Opportunity Management
Track, qualify, and convert leads into real revenue opportunities with intelligent workflows and guided selling paths.
Customise to Fit Your Sales Cycle
Whether you’re B2B, B2C, or complex multi-channel — we’ll tailor Sales Cloud to mirror your exact process.
Empower Teams with Insights & Automation
Arm reps and managers with AI-driven forecasts, collaborative deal rooms, custom dashboards, and real-time pipeline visibility.
Connect to the Tools You Already Use
Integrate platforms like Slack, Outlook, HubSpot, and more to keep everything in one place.
Who We Help
Whether you’re a fast-growing startup, a scale-up with expanding teams, or an enterprise needing enterprise-grade performance, our certified Salesforce experts are ready to design and support the right solution.
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
Do I need Sales Cloud if I already use spreadsheets or another CRM?
Sales Cloud is designed to scale with your business, removing manual processes and providing one centralised, intelligent view of your sales activity. If you’re juggling spreadsheets or outgrowing your current tool, Sales Cloud is likely the next step.
How long does a Sales Cloud implementation typically take?
Timelines vary depending on complexity, but most of our implementations range from 3–12 weeks. We’ll scope everything upfront and keep you informed every step of the way.
Can Sales Cloud integrate with my existing systems?
Absolutely. Whether it’s email, ERP, marketing platforms or custom tools – our team has deep integration experience across a wide range of systems.
We already have Salesforce – can you improve our setup?
Yes. Many clients come to us with legacy or underutilised implementations. We perform health checks, optimise what’s already there, and build on it where needed.
What’s the difference between Sales Cloud and other Salesforce Clouds?
Sales Cloud is specifically tailored to manage the sales process – leads, opportunities, accounts and forecasting. Other Clouds focus on areas like service, marketing or experience. We’ll help you figure out the right mix for your needs.
What kind of training do you offer for Sales Cloud users?
We provide flexible training for your team – whether it’s onboarding new users, enabling managers, or helping technical staff manage the system internally.
What ongoing support options are available after implementation?
You can choose from contracted or unlimited support, or even fully managed services. Our clients love that we grow with them – we never hand over a solution and walk away.
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.
