Performa

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Performa Salesforce.com CRM experts for all your Salesforce needs including implementation, optimisation, training, support and custom development.

Fully certified Salesforce.com CRM experts who deal with businesses of all sizes and complexity with experience across many business sectors.

£26 billion. That’s roughly what UK businesses are owed in late payments at any one time.Recent research proves the cost...
07/10/2026

£26 billion. That’s roughly what UK businesses are owed in late payments at any one time.

Recent research proves the cost goes well beyond the invoice:

- Late payments cost the UK economy almost £11bn a year
- Around 38 businesses close every day because they weren’t paid on time
- Firms chasing late payments spend an average of 86 hours a year doing it
(DBT, 2025)

Globally, PwC estimated that in 2025 alone, a further €1.84 trillion of excess working capital could be freed up for investment.

Our CEO, Ben Coleman, joined the Finance Express-O podcast to talk about our approach to getting that cash moving and unlocking trapped capital tied up in unpaid invoices.

:coffee: Grab a coffee and watch the episode here: https://www.youtube.com/watch?v=hfit1Fc9KLg

Is your customer data hiding cash you don't even know about, and ca...

That’s a wrap on the 2026 Salesforce Regatta! ⛵What a few days on the ocean. Great sailing, great conversations and even...
02/10/2026

That’s a wrap on the 2026 Salesforce Regatta! ⛵

What a few days on the ocean. Great sailing, great conversations and even better company.

A huge thank you to everyone who joined us and helped make this year’s Regatta one to remember.

Until next year!

We helped an organisation achieve 45% reduction in average handle time!When seasonal or topical surges hit a service cen...
30/09/2026

We helped an organisation achieve 45% reduction in average handle time!

When seasonal or topical surges hit a service centre, call volumes can quickly become difficult to manage.

Queues grow, unfortunately outsourcing becomes necessary and in turn customer experience suffers. And in some cases, unresolved cases can even lead to financial penalties.

The organisation turned to AI to handle standard customer queries quickly, while still recognising when a conversation needed a human touch.

AI handled routine interactions with the right context and sensitivity, allowing human agents to focus on:
✅ Time-sensitive issues
✅ Complex customer scenarios
✅ Cases requiring human judgement
✅ Supporting vulnerable customers

The result?

45% less time spent handling each interaction, freeing the service team to focus where human support matters most.

AI doesn't have to replace the service team. It can give them more time to do the work only humans can do.

23/09/2026

£150,000 saved every year on customer service.

A growing mid-market business was facing a familiar problem. Customer service teams were being overwhelmed by the same basic questions, day after day:
"Where is my order?"
"How do I reset my password?"
"Can you update my details?"

To keep up with demand, the business kept hiring more people. Customer service costs continued to climb, while agents were spending their time answering questions that didn't necessarily need human intervention.

The solution was to automate routine workflows and introduce an intuitive self-service customer portal.

Customers could find answers and complete simple tasks themselves, while the customer service team could focus on more complex, high-value issues.

The result?
✅ Fewer repetitive support tickets
✅ Faster answers for customers
✅ Less pressure on the service team
✅ Better use of internal resources
✅ £150,000 in annual operational savings

The goal isn't to remove the human element from customer service.
It's to make sure your people are spending their time where they add the most value.

100% risk reduction through better data compliance.For a company operating in a highly regulated industry, an upcoming a...
15/09/2026

100% risk reduction through better data compliance.

For a company operating in a highly regulated industry, an upcoming audit was a major concern.

Customer consent forms, contract compliance checks and critical documentation were scattered across paper files, spreadsheets and individual hard drives.

The problem wasn't just inefficiency.

It created serious compliance and legal risks.

The solution was to create a single source of truth for data compliance, with standardised processes built directly into the platform.

Mandatory data-capture fields meant critical information couldn't be missed, while automated compliance guardrails ensured processes were followed consistently.

The result?

✅ One central source of truth
✅ Standardised data capture
✅ Automated compliance checks
✅ No reliance on individual files or manual processes
✅ **100% reduction in the identified compliance risk**

Compliance shouldn't rely on people remembering every step.

Build the right processes into the system, and make compliance part of how the business operates.

When call centre agents spend valuable time typing notes, searching for information and repeating the same responses, th...
26/08/2026

When call centre agents spend valuable time typing notes, searching for information and repeating the same responses, those minutes quickly add up.

Longer calls mean longer queues, higher costs and a poorer customer experience.
The solution was to take the repetitive work off the agents' hands.

Post-call tasks such as call summaries and record updates were automated, while agents received real-time script recommendations and shortcuts for common fixes during the conversation.

The result?

✅ Less time spent on admin
✅ Faster, more consistent responses
✅ Shorter interactions
✅ Reduced pressure on agents
✅ 37.5% overall increase in team efficiency

It's not about making agents work faster. It's about giving them the tools to spend less time on admin and more time helping customers.

25% lifetime cost savings by simplifying the tech stack.Over the years, the business had accumulated a patchwork of soft...
29/07/2026

25% lifetime cost savings by simplifying the tech stack.

Over the years, the business had accumulated a patchwork of software. One platform for email marketing, another for analytics, a separate CRM, different support tools, and countless integrations holding it all together.

It worked... until it didn't.

The cost of maintaining dozens of disconnected applications, managing multiple subscriptions, and supporting complex integrations was quietly eating into the bottom line.

A complete systems review by Performa changed everything.

By consolidating their tools into a single connected ecosystem, they eliminated unnecessary software, reduced licensing costs, and simplified day-to-day operations.

The results:
✅ 25% lifetime reduction in technology costs.
✅ Fewer software licences to manage.
✅ Less reliance on costly integrations.
✅ A simpler, more efficient platform that scales with the business.

Sometimes, digital transformation isn't about adding more technology, it's about using less, more effectively.

£40,000 recovered every year, simply by knowing where their assets were.Expensive tools, hardware and machinery were con...
23/07/2026

£40,000 recovered every year, simply by knowing where their assets were.

Expensive tools, hardware and machinery were constantly disappearing into the day-to-day chaos. Equipment was being left on-site, forgotten in warehouses, or duplicated because teams thought it had been lost.

The result? Tens of thousands of pounds wasted replacing assets the business already owned.

By integrating asset management directly into the business platform, every piece of equipment became fully traceable. Assets were serialised, assigned to specific jobs or teams, and visible in real time.

The impact was immediate:
✅ No more unnecessary replacement purchases.
✅ Complete visibility of equipment across the business.
✅ Greater accountability for every asset.
✅ Over £40,000 in annual savings recovered.

Sometimes the biggest cost savings don't come from cutting budgets, they come from making better use of what you already have.

200% year-on-year business growth! Technology alone didn't create that result. Alignment did.Before implementing  Sales ...
08/07/2026

200% year-on-year business growth! Technology alone didn't create that result. Alignment did.

Before implementing Sales Cloud, the business was being held back by disconnected teams and disconnected data.

- Marketing was sending promotional discounts to customers who were already frustrated by unresolved product issues.

- Sales reps were walking into renewal conversations unaware that the customer had multiple critical support tickets open.

- Leadership was spending days stitching together reports from multiple systems just to produce an accurate revenue forecast.

The problem wasn't effort. It was visibility.

By implementing Salesforce Sales Cloud as a single source of truth, we connected sales, marketing, and customer support around the same customer data.

The result?
✅ Better customer experiences.
✅ Smarter, more informed conversations.
✅ Faster, more reliable forecasting.
✅ A business that could scale without the internal friction.

Breaking down data silos isn't just an IT project, it's a growth strategy.

When every team works from the same version of the truth, better decisions follow, customers have better experiences, and growth becomes much easier to achieve.

200% year-on-year growth is an incredible outcome, but for us, the biggest success was helping unite the business around its customers.

Want to find out how we can transform your business? Speak with our team today.

📞 : +44 01453 703230
📧 : [email protected]


There's nothing quite like getting the team together. Recently we spent the day catching up in person, sharing ideas, pl...
03/07/2026

There's nothing quite like getting the team together. Recently we spent the day catching up in person, sharing ideas, planning for the future, and making the most of the glorious weather.

Time away from our usual routines gives us the chance to collaborate, strengthen relationships, and remember that our biggest strength is the people we work alongside every day.

Finished off with good food, plenty of laughs, and a bit of friendly competition, it was a great day all round. Here's to many more!

Have a question for our team? Reach out to us today.

📞 : +44 01453 703230
📧 : [email protected]



Address

Bristol

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+441172302390

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