Get it right, first time, with a platform built for performance.
Looking to boost revenue, streamline operations or improve customer satisfaction? Whether you’re replacing legacy systems or starting fresh, your Salesforce implementation is your opportunity to transform the way your business works.
“A successful implementation isn’t just about launching Salesforce. It’s about launching the right version of it – for your business, your people, and your customers.”
Ben Coleman, CEO, Performa IT
Your journey, simplified
From roadmap to results, our process is built for clarity. Explore the five phases of how we work.
Action plan
Let’s start with a free workshop to align your business goals with Salesforce’s capabilities. Together, we’ll map out a strategy for growth, whether it’s AI integration, process automation, or industry-specific solutions.
Scope
Our team will deep-dive into your systems, challenges and objectives to assess your current Salesforce setup. We’ll scope the gaps, identify quick wins, and shape a roadmap tailored to your business priorities.
Deliver
Our certified consultants and developers bring the strategy to life — with scalable architecture, user-first design, and industry best practices at the core. From MVP to enterprise-ready solutions, we move quickly and communicate clearly.
Adopt
We ensure your teams are confident and capable with tailored roll-out plans, training, interactive demos, and embedded enablement. Whether it’s your salespeople, service agents or execs – we empower users to adopt and embrace the change.
Support
From flexible on-demand help to fully managed services, we’re here to support your growth long after go-live. Bug fixes, enhancements, new features – our UK-based support team is just a message away.
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
Salesforce, seamlessly connected
We don’t just implement Salesforce in isolation. We build intelligent, integrated solutions that connect to your wider ecosystem – from CRMs and finance systems to customer portals and data warehouses.
Frequently asked questions
How long does a typical Salesforce implementation take?
Timelines vary depending on the scope and complexity of your setup. A basic implementation can take 3–6 weeks, while larger or highly customised projects may take several months. We’ll always provide a clear roadmap from day one.
What do you need from us to get started?
We’ll begin with a Discovery Workshop to understand your goals, existing processes, and system landscape. From there, we’ll define requirements and begin crafting a tailored plan!
Can you help migrate data from our current system into Salesforce?
Absolutely. We specialise in secure and compliant data migrations, ensuring your legacy data is clean, mapped correctly, and ready to work for you in Salesforce. Healthy data is especially important for AI solutions!
Will we need to hire a Salesforce Admin or Developer internally?
Not necessarily. Many of our clients rely solely on Performa for ongoing support after implementation, but having a mix of internal and partner resources can also be beneficial! We offer flexible and managed support options to suit your internal capacity.
What if we need custom features not included in Salesforce out of the box?
No problem. Our team of certified Developers and Technical Architects can build tailored solutions, whether it’s a custom app, enhancement, workflow automation, or integration with other systems.
Do you offer training for our team?
Yes – we provide role-based training for users with every implementation to ensure that everyone is confident, capable and ready to get the most from the platform.
What makes your implementations different from others?
We don’t deliver cookie-cutter solutions. We build with flexibility and scale in mind, ensuring your Salesforce setup is aligned to your business goals and ready to grow with you. As a boutique partner, we have the speed and agility to help you hit the ground running from day one.
Read our customer success stories.
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.
