Performa IT Limited
Performa IT Limited is a UK-based Salesforce Summit Partner delivering consulting, implementation, AI integration (Agentforce, Einstein, Data 360), and managed services to enterprise and mid-market clients across transport, finance, energy, healthcare, and public sector in the UK and Latin America.
- Company typePrivate
- Founded2018
- HeadquartersBerkeley, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Performa IT Limited does
Performa IT Limited is a privately held UK Salesforce Summit Partner that provides consulting, implementation, customization, integration, training, and managed services across the Salesforce platform. The company's portfolio spans the core Salesforce Clouds — Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, and Field Service — alongside the AI solutions stack (Agentforce, Einstein, Data 360) and integrations with AWS, MuleSoft, Slack, and Tableau. Supporting service lines include Salesforce Health Checks, Custom Development, Talent Solutions (staff augmentation), and a Digital Workforce offering focused on AI agent deployment. The firm serves enterprise and mid-market clients in the UK across verticals including Transport & Logistics (DPD UK, DPD Ireland), Travel & Hospitality (Secret Escapes), Finance & Fintech (Acorn Business Finance), Energy & Utilities (Energy Systems Catapult), and Healthcare/Public Sector (NHS Trusts).
Underlying technology is built on the Salesforce platform rather than proprietary infrastructure: Performa IT implements and configures Salesforce-native AI capabilities including the Atlas Reasoning Engine (Agentforce Voice), Einstein Search and Einstein for Formulas, the Einstein Trust Layer (data masking, zero-retention), and Data 360 for unified data. The firm holds no disclosed patents or proprietary models; differentiation rests on certified practitioner expertise, vertical specializations, and proprietary implementation methodologies (e.g., Agentforce readiness assessments, Agentic Maturity Model). Pricing is engagement-based via Statements of Work with multi-year managed services agreements, complemented by training and staff augmentation revenue. Distribution is direct B2B sales in the UK, with a newly announced channel partnership with Airia for Brazil and Latin America expansion.
Revenue mechanics are typical of a boutique Salesforce consultancy: project-based professional services dominate, layered with recurring managed services, training, and talent placement. The company is privately held with no disclosed funding rounds, no parent company, and no institutional investors identified. Founder Ben Coleman leads the firm. Notable recognized outcomes include 400% social return on investment for Energy Systems Catapult, 60% support-cost reduction at DPD, 45% AI case deflection at Secret Escapes, and 200% growth enablement for Acorn Business Finance via Experience Cloud.
Performa IT Limited firmographics
Firmographics- Name
- Performa IT Limited
- Legal name
- Performa IT Limited
- Website
- https://performa-it.co.uk
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Performa IT Limited is a UK-based Salesforce Summit Partner delivering consulting, implementation, AI integration (Agentforce, Einstein, Data 360), and managed services to enterprise and mid-market clients across transport, finance, energy, healthcare, and public sector in the UK and Latin America.
- Ownership category
- akta.pro rank
Performa IT Limited industry classification
Industry- Product category
- Salesforce Consulting and Implementation Services
- NAICS
- Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Software/Application Support (SaaS, Enterprise Apps) (BPAAACAC)
- akta.pro secondary industry
- IT Knowledge Management & Service Desk Platforms (HDAEALAH)
Keywords
Where Performa IT Limited is headquartered
LocationHeadquarters
- HQ city
- Berkeley
- HQ country
- United Kingdom
- HQ region
- Europe
Offices3 records
Markets served
Performa IT Limited business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Salesforce Consulting and Implementation Services: Professional services revenue generated through Salesforce implementation, customization, integration, and ongoing support engagements. Pricing is based on Statements of Work with fees specified per engagement.
- Managed Services and Support: Recurring support services including Salesforce Support, Health Checks, and ongoing maintenance delivered through managed services agreements.
- Training Services: Salesforce Training services provided to client organizations to build internal capabilities.
- Talent Solutions: Staff augmentation and talent placement services for Salesforce-specific staffing needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Custom engagement-based pricing |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels9 records
Performa IT Limited product offering
Product offeringCore offering
Performa IT provides end-to-end Salesforce consulting and implementation services covering platform deployment, configuration, customization, integration, training, health checks, and managed support. Its practice spans every major Salesforce Cloud (Sales, Service, Marketing, Experience, Field Service) and emphasizes AI capabilities such as Agentforce, Einstein, and Data 360 to turn underutilized Salesforce instances into measurable growth and cost-savings assets for UK enterprises, mid-market companies, not-for-profits, and public sector bodies.
Product overview
Performa IT Limited is a UK-based Salesforce Summit Partner offering a comprehensive portfolio of Salesforce implementation and consulting services. The core offering consists of Salesforce implementation services covering platform deployment, customization, integration, and ongoing support. Their AI solutions portfolio includes Agentforce (autonomous AI agents), Einstein (AI/ML platform with search and formula capabilities), and Data 360 (AI-powered data management). They deliver these through Salesforce Clouds including Sales Cloud, Service Cloud, Experience Cloud, Marketing Cloud, and Field Service. Supporting services include implementation, integration with AWS/Mulesoft/Slack/Tableau, training, health checks, and talent solutions. The company positions itself as helping businesses turn Salesforce into a strategic growth asset through CRM optimization and AI integration.
Differentiator
Problem solved
Functional benefit
Products and services
- Salesforce Implementation Services End-to-end Salesforce CRM implementation service covering platform deployment, configuration, customization, and go-live support for organisations transforming their customer relationship management.
- Salesforce Support Recurring managed technical support and maintenance service for organisations running Salesforce platforms.
- Salesforce Integration Integration service connecting Salesforce with third-party systems including AWS, MuleSoft, Slack, and Tableau to enable API-led connectivity across the enterprise stack.
- Custom Salesforce Development Custom development service building tailored solutions on the Salesforce platform including custom objects, Flows, and Apex code.
- Salesforce Training Training programmes designed to build user adoption and technical skills for client organisations using Salesforce platforms.
- Salesforce Health Checks Assessment service that evaluates the health of an existing Salesforce implementation, identifies optimisation opportunities, and flags technical debt.
- Salesforce Talent Solutions
Quantifiable outcome
- 45% AI case deflection achieved, 125% above original targets
- +5 more outcomes
Companies that use Performa IT Limited
Customer profileNamed customers7 records
Segments7 records
Ideal customer profiles4 records
Performa IT Limited technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
AI capability8 records
Feature6 records
Performa IT Limited partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and flagship.
- SalesforcecorePerforma IT is a Salesforce Summit Partner, the highest level of partnership with Salesforce. The company provides implementation, customization, and AI integration services for the full Salesforce ecosystem including Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Field Service, and AI solutions (Agentforce, Einstein).
- AiriaflagshipStrategic partnership to expand AI solutions into Brazil and Latin America. Performa IT brings local market expertise while Airia provides its enterprise AI management platform. Collaboration aims to deliver tailored AI solutions to Brazilian enterprises and accelerate digital transformation in the region.
- AWScoreAmazon Web Services integration capabilities offered as part of Performa IT's Salesforce Clouds & Solutions portfolio, enabling cloud infrastructure integration.
- MuleSoftcoreMuleSoft integration services available as part of the Salesforce integration practice, enabling API-led connectivity and integration capabilities.
- TableaucoreTableau analytics and visualization services integrated with Salesforce deployments for enhanced business intelligence capabilities.
- SlackcoreSlack integration services as part of Salesforce collaboration solutions, enabling seamless communication and workflow automation.
- Energy Systems CatapultflagshipLong-standing partnership since 2018 for Salesforce implementation and ongoing support. Delivered Warm Homes Prescription initiative for NHS, achieving 400% social return on investment. Performa IT helped rebuild and relaunch Salesforce platform with 115 full access licenses.
- NHS TrustsflagshipImplementation partner for the Warm Homes Prescription initiative, a B2B2C digital platform uniting NHS trusts, vulnerable patients, energy providers, and local installers to safeguard chronically ill patients.
Scale indicators9 records
Recent moves5 records
Expansion highlights6 records
Performa IT Limited competitors and assessment
Company assessmentBroad incumbents
- Accenture: One of Salesforce's largest global SI partners with extensive UK presence. Competes for enterprise Agentforce, Service Cloud, and Industry Cloud deals, with the resources to underprice or absorb delivery on competitive bids.
- Wipro: Global SI with a substantial Salesforce practice (including the earlier Designit Salesforce work). Competes for enterprise CRM, Service Cloud, and AI/Agentforce deployments at scale.
- Infosys: Acquired Simplus (a Salesforce Summit Partner) and competes for enterprise Salesforce and AI implementation work globally, with significant UK delivery capability.
- Capgemini: Global SI with a dedicated Salesforce practice serving enterprise and public sector clients in the UK and Europe. Competes on multi-cloud Salesforce and AI implementations, including Agentforce.
- Slalom: US-headquartered global consultancy with a substantial Salesforce practice and UK delivery presence. Competes for the same mid-market and enterprise Salesforce transformation deals as Performa IT but with materially larger headcount and broader service portfolio.
- Deloitte Digital: Deloitte's Salesforce practice delivers large-scale CRM and AI transformations for FTSE-level enterprises and public sector clients. Overlaps with Performa IT in regulated verticals and on Agentforce deployment work.
- Cognizant: Major Salesforce global SI partner, having acquired specialist firm ATG. Targets the same mid-market and enterprise Salesforce implementation opportunities as Performa IT but with a much larger delivery bench.
Direct peers
- Persistent Systems: Global Salesforce Summit Partner with deep expertise in CRM, AI, and cloud integrations. Closely comparable to Performa IT in its focus on multi-cloud Salesforce delivery and AI/Agentforce enablement, but operating at significantly greater scale across multiple geographies.
- Coastal Cloud: US-based Salesforce Summit Partner specializing in multi-cloud implementations, Agentforce, and industry vertical solutions. Directly comparable to Performa IT in partner tier, service mix, and AI focus, though US-centric.
Emerging players
- Girikon: Salesforce Summit consulting partner with comparable focus on CRM implementation, AI solutions, and managed services. A more direct boutique competitor to Performa IT in service mix, with US/India delivery.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Performa IT Limited social profiles
Digital presencePerforma IT Limited financial estimates
Financial estimateRevenue estimate
Valuation estimate
Performa IT Limited leadership team
Management profileNumber of profiles
Profiles1 record
Performa IT Limited funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Performa IT Limited M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Performa IT Limited
What does Performa IT Limited do?
Performa IT provides end-to-end Salesforce consulting and implementation services covering platform deployment, configuration, customization, integration, training, health checks, and managed support. Its practice spans every major Salesforce Cloud (Sales, Service, Marketing, Experience, Field Service) and emphasizes AI capabilities such as Agentforce, Einstein, and Data 360 to turn underutilized Salesforce instances into measurable growth and cost-savings assets for UK enterprises, mid-market companies, not-for-profits, and public sector bodies.
Is Performa IT Limited a public or private company?
Performa IT Limited is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Performa IT Limited founded?
Performa IT Limited was founded in 2018. It employs 1 to 10 people.
Where is Performa IT Limited based?
Performa IT Limited is headquartered in Berkeley, United Kingdom, in the Europe region.
How does Performa IT Limited make money?
Four revenue lines are on record. Salesforce Consulting and Implementation Services are the primary driver. The others are managed Services and Support, training Services and talent Solutions.
Who are Performa IT Limited's main competitors?
Broad incumbents on record are Accenture, Wipro, Infosys, Capgemini, Slalom, Deloitte Digital and Cognizant. Direct peers are Persistent Systems and Coastal Cloud. Girikon is listed as an emerging player.
Does Performa IT Limited have an API?
No public API is recorded for Performa IT Limited.
What industry is Performa IT Limited in?
Performa IT Limited's product category is Salesforce Consulting and Implementation Services. Its primary akta.pro industry code is BPAAACAC, Software/Application Support (SaaS, Enterprise Apps), with a secondary code of HDAEALAH, IT Knowledge Management & Service Desk Platforms. Its NAICS code is 54151 and its SIC code is 8742.