Salesforce success, delivered your way
Whether you need a full implementation or ongoing support, Performa’s Salesforce experts are here to help you scale, optimise, and innovate, with flexible services tailored to your goals.
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.
01
Implementations
Strategic Setups Built for Scale
A successful implementation isn’t just technical – it’s foundational. We provide end-to-end support to ensure your Salesforce instance is built right from Day One.
- Cloud Deployments: Specialist expertise in all Salesforce Clouds and products.
- Migrations: Securely move your legacy data into Salesforce with zero downtime and total integrity.
- Custom Development: When “out-of-the-box” isn’t enough, our in-house developers build bespoke Apex and LWC solutions tailored to your unique processes.
- Integrations: Connect Salesforce to your wider ecosystem (ERP, Finance, Marketing) using MuleSoft or custom APIs to create a “Single Source of Truth.”
02
Ongoing Success
Your Salesforce Team, Extended
Maintaining a high-performing platform requires constant evolution. Our success services are designed to be flexible, proactive, and deeply technical.
- Managed Services: Strategic support, ongoing enhancements and roadmap planning to ensure your investment continues to deliver ROI.
- Unlimited & Contracted Support: Access to a dedicated team for day-to-day management and maintenance.
- DevOps Support: Reliable release management and deployment pipelines to ensure system stability during updates.
- Training & Enablement: Tailored workshops for Admins and Users to drive adoption and confidence across your team.
- Staff Augmentation: Seamlessly flex your resources to bridge skill gaps and accelerate projects.
03
Digital Transformation
Turning Technology into Strategy
Transformation is about more than just software; it’s about changing how your business operates. We act as your bridge between technical capability and business goals.
- Health Checks & Audits: A deep-dive diagnostic of your existing setup to uncover inefficiencies, security risks, and performance blockers.
- Technical Architecture: Expert-led design to ensure your system is robust, secure, and scalable for future growth.
- Business Analysis (BA) Support: We bridge the gap between your stakeholders and the technical team, translating business needs into technical requirements.
- Transformation Consulting: Strategic roadmapping to help you sunset legacy tech and transition into a modern, agentic, digital-first organisation.
04
AI and Automation
The Future of the Agentic Enterprise
We don’t just ‘do’ AI; we position it for success as a seamless extension of your workforce. As pioneers in the UK, we led the first EMEA implementation of Agentforce and have since implemented a range of high-impact use cases, giving us unparalleled insight into “Agentic” technology.
- Agentforce & Agentic Design: Move beyond chatbots and copilots. We build autonomous agents that can reason, take action, and resolve complex tasks across your business.
- Einstein AI: Embed predictive insights and generative tools directly into your user workflows.
- Advanced Automation: We replace manual bottlenecks with intelligent architecture, reducing clicks and increasing speed-to-value.
- Data Integrations: Power your AI with a “Brain” – unifying fragmented data to ensure your agents act on real-time, accurate information.
Still Not Sure What Your Business Needs?
Schedule a workshop with our team to review your workflows, identify bottlenecks, and plan your next steps.
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
How do I know which service is right for my business?
We offer a complimentary Solutions Workshop where we assess your goals, current Salesforce usage, and team structure – then recommend the best approach to meet your needs.
Do I need to commit to a long-term contract?
Not at all. We offer flexible engagement options. From ad-hoc support to ongoing monthly retainers or project-based work: you’re in control.
Can you work alongside our internal team?
Absolutely. We often partner with in-house teams, providing strategic input, technical support, or additional delivery power depending on what’s needed.
Are your consultants Salesforce certified?
Yes! All of our consultants, developers, and architects are certified and have deep experience across a wide range of Salesforce Clouds, industries and integrations.
What industries do you specialise in?
We’ve delivered solutions across 30+ industries – including finance, logistics, non-profit, healthcare, and more. Our cross-sector knowledge helps us bring fresh ideas and approaches to every project.
Can you help fix or improve an existing Salesforce setup?
Yes. We regularly audit, optimise, and rebuild Salesforce instances to improve performance, user experience, and scalability – no matter who set it up initially.
What’s your onboarding process like?
As your trusted partner, we guide you through a streamlined onboarding process – from discovery to tailored delivery phases aligned to your goals. With access to your own Performa portal and a team of certified experts, we ensure a smooth start and real results. Whether it’s support, implementation, integration, or development – we’ve got your back!
Dive into our knowledge hub
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.
