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ADAPTAL / SALESFORCE EXPERTISESALESFORCE CONSULTING

Salesforce
Consulting

Bring your people, processes and customer information together with Salesforce built around the way you work.

Adaptal Salesforce services hero artwork
01 / Salesforce
Salesforce consulting · Connected systems · Practical AIScroll to explore ↓
0+ Projects delivered
0 Australian cities
0+ Industries served
0yr As a partner
Customers Show industries
Body Fit TrainingFitness · Franchise Carpet CourtRetail · Flooring Winslow GroupCivil Construction Village Building Co.Property Development Titanium CaravansManufacturing H1 HealthcareHealthcare Connell GriffinEngineering AmidataTechnology 7 Grams CoffeeHospitality Institute of Certified BookkeepersMembership · Education Curve TomorrowTechnology TypsyHospitality · EdTech Icon GroupIntegrator Healthcare AustraliaHealthcare · Staffing Body Fit TrainingFitness · Franchise Carpet CourtRetail · Flooring Winslow GroupCivil Construction Village Building Co.Property Development
Partners Show solutions
SMS MagicMessaging · Engagement DocuSigneSignature · Contracts XeroAccounting · Finance MYOBAccounting · Payroll NetSuiteERP · Operations FormstackForms · Automation SMS MagicMessaging · Engagement DocuSigneSignature · Contracts XeroAccounting · Finance
Watch Gabriel Altman’s customer story▶ Watch Gabriel’s story
UNIVERSAL FANS · CUSTOMER EXPERIENCE

Working with Adaptal since 2021.

Gabriel Altman · Operations Manager, Universal Fans

Discuss your Salesforce project ↗
01 / SALESFORCE CONSULTING

Salesforce Consulting

Configuration, integration and adoption.

Implement, customise, and optimise Salesforce for your specific business model.

What we can help with +
  • Sales Cloud & Service Cloud implementation
  • Custom object & workflow configuration
  • Data migration & cleansing
  • User training & change management
Explore Salesforce consulting ↗
Sales / Pipeline & performance
customisation service illustration
Supplied product illustration · Features vary by configuration
Sales Cloud · Service Cloud · Experience Cloud01 — 04
02 / MANAGED SERVICES

Managed Services

Salesforce administration and support.

Keep your team focused on day-to-day work and serving customers. We handle Salesforce support and improvements, streamline workflows, and make the information your team needs easier to access.

What we can help with +
  • Dedicated support desk & SLA response
  • Quarterly release management
  • Continuous improvement roadmap
  • User administration & licensing
Explore managed services ↗
Managed services / Support & improvement
managed services service illustration
Salesforce support, system improvements and faster access to customer insights
Support · Optimisation · Roadmap02 — 04
03 / CONNECT YOUR SYSTEMS

System Integration

Salesforce and business system integrations.

Connect Salesforce with your ERP, finance software and other business systems.

What we can help with +
  • ERP & finance system integration
  • REST & SOAP API development
  • Real-time data sync & event streaming
  • Legacy system modernisation
Explore our integrations ↗
Sales / Connected information
integrations service illustration
Supplied product illustration · Features vary by configuration
Xero · MYOB · Cin7 · Your business systems03 — 04
04 / AI & AGENTFORCE

AI & Agentforce

AI-assisted Salesforce workflows.

Intelligent automation and AI agents embedded into your Salesforce workflows.

What we can help with +
  • Agentforce agent design & deployment
  • Einstein AI configuration & tuning
  • Automated case resolution workflows
  • AI strategy & readiness consulting
Explore AI & Agentforce ↗
AI / Scoring & predictions
ai agentforce service illustration
Supplied product illustration · Features vary by configuration
Discovery · Agentforce · Practical automation04 — 04
SALESFORCE SERVICES

Salesforce for
your business

Manage customer information, handovers and service workflows in Salesforce.

WORKFLOWS / SALESFORCE

Salesforce configuration.
Ongoing support.

Connect enquiries, customer records and service activity in Salesforce.

Salesforce customer workspace and connected data sources
Customer information and connected systems, in one workspace
01 / SALES & CUSTOMER SERVICE

Customer records and activity.

Keep the pipeline, customer history and service requests together. Your team can spend less time finding information and more time helping customers.

Sales Cloud · Service Cloud
02 / PARTNERS & FRANCHISES

Partner and dealer portals.

Connect partners and franchise teams with the information and processes they need. From onboarding and contracts to enquiries and ongoing support.

Experience Cloud · Franchise operations
03 / SERVICE & OPERATIONS

Service and job management.

Connect customer enquiries with the teams delivering the work. Build clearer handovers, useful automation and visibility across the service journey.

Field Service · Flow · Integration
SALESFORCE PRODUCTS

Salesforce capabilities.
Configured for your team.

Explore the Salesforce products and connected tools that can support your business.

EXPLORE A PRODUCT

Explore our services ↗
SYSTEM INTEGRATION

System integration.
Connected business data.

Scroll to explore

Salesforce
Xero
01 / SALESFORCE + XERO

Customer information.

Bring customer and invoice information into the Salesforce conversation, with the right scope and sync rules for your business.

Customers · Invoices · PaymentsExplore showcase ↗
Salesforce
MYOB
02 / SALESFORCE + MYOB

Finance integration.

Connect your customer-facing team with accounting information, so the next conversation starts with better context.

Accounts · Finance · Follow-upExplore showcase ↗
Salesforce
Cin7
03 / SALESFORCE + CIN7

Sales and fulfilment.

Help sales and operations work from connected information across orders, products and inventory.

Products · Orders · InventoryExplore showcase ↗

Illustrative connections. Explore the showcase to see example workflows.

CUSTOMER PERSPECTIVES

Our customers.
Their experience.

Customers discuss their experience working with Adaptal.

TITANIUM CARAVANS / CUSTOMER STORY

Salesforce at Titanium Caravans

Lochie ParkGeneral Manager of OperationsTitanium Caravans

“They reviewed our setup and helped us get back on track.”
Explore the Titanium Caravans case study

UNIVERSAL FANS / CUSTOMER STORY

Salesforce at Universal Fans

Gabriel AltmanOperations ManagerUniversal Fans

Working with Adaptal since 2021.

Siobhan Lovie

Google review

“Tal and his wider team consistently take the time to deeply understand our business challenges and goals.”

Excerpt from customer feedback.

Read our Google reviews ↗

Daniel Ciccarone

Google review

“The team is now using Salesforce regularly, and it's making a real difference in our operations.”

Customer feedback.

Read our Google reviews ↗

Lynn Lu

Google review

“I've dealt with different Salesforce consultant firms, Adaptal is more focused on solving my day to day pain points, and catering to our business needs - this is all tech consultants should do.”

Customer feedback.

Read our Google reviews ↗

Scroll to explore customer stories

1 / 5
Google NEW
★★★★★
SL
Siobhan Lovie Google Review

“Tal and his wider team consistently take the time to deeply understand our business challenges and goals.”

AppExchange
★★★★★
DF
DFNCE AppExchange Review

“We partnered with Adaptal to modernize our legacy operational tracking and improve our client management workflows under strict industry compliance standards.”

Google
★★★★★
JK
Julia Kahan Google Review

“Adaptal, and particularly Tal, excelled at understanding what we needed and then, using their deep understanding of the platform, came up with clever, practical and elegant solutions which always considered future needs as well as current needs.”

AppExchange Energy & Utilities
★★★★★
VC
Verified Customer AppExchange Review

“Their proactive problem-solving and clear communication demonstrated a commitment to tailored solutions.”

Google NEW
★★★★★
KS
Kashif Saeed Google Review

“He consistently keeps up-to-date with the latest Salesforce releases and knows exactly how those new features can be applied to meet your specific business needs.”

AppExchange
★★★★★
AC
Accelair AppExchange Review

“We engaged Adaptal to address our complex quoting bottlenecks and eliminate manual inaccuracies within our sales pipeline.”

Google Community Services · Nonprofit
★★★★★
JW
Joshua Wonder Hatzolah

“Our organisation, Hatzolah, engaged Adaptal to implement Salesforce for managing our members and contacts across various organisations and households.”

AppExchange Nonprofit
★★★★★
VC
Verified Customer AppExchange Review

“Thrilled to express our profound satisfaction with Adaptal's leadership in our recent Salesforce implementation project.”

Google Property Development
★★★★★
TH
Timothy Harris Village Building Co.

“Adaptal helped us implement a customer portal at Village Building Co., where tenants can log in to access village news, review events, submit and check important documents, and log any enquiries.”

AppExchange Hospitality · Cafe
★★★★★
7C
7 Grams Coffee AppExchange Review

“Adaptal helped us implement Salesforce Sales and Service Cloud to manage all our clients across Australia, helping us better manage our coffee orders and any enquiries related to them.”

Google
★★★★★
MI
miiavega Google Review

“I recently started a new job and quickly realised we have an under-utilised Salesforce environment.”

AppExchange Retail · Jewellery
★★★★★
RJ
Reigne Jewlery AppExchange Review

“Adaptal helped us implement Salesforce and integrate it with Shopify and Xero, so now we can manage EVERYTHING in one place.”

Google Fitness · Franchise
★★★★★
DV
Diane Vesey Body Fit Training

“We've been working with Adaptal for the past five years to implement and manage Salesforce for Body Fit Training.”

AppExchange
★★★★★
SK
Shardul Kakde AppExchange Review

“My communication with Tal from Adaptal has absolutely been phenomenal.”

Google Property
★★★★★
MT
Melanie Titus MYLO Property Solutions

“Adaptal helped us implement Salesforce Sales and Service Cloud and integrate it with Xero and M8, allowing us to have better visibility on our payments and service status in one system, linking everything to the correct client record.”

AppExchange Energy & Utilities
★★★★★
VC
Verified Customer AppExchange Review

“We've been working with Adaptal over the past months providing Sales Cloud and Communities solutions.”

Google Healthcare
★★★★★
DK
Dan Khamisi Carer Solutions

“Adaptal has been an invaluable partner to Carer Solutions.”

AppExchange Field Service
★★★★★
VC
Verified Customer AppExchange Review

“We engaged Adaptal to help us streamline our fragmented sales and customer equipment service tracking processes.”

Google
★★★★★
AH
Asaf Harari Google Review

“Adaptal has helped us define and understand our business needs very quickly.”

AppExchange Engineering, Construction & Real Estate
★★★★★
VC
Verified Customer AppExchange Review

“Their expertise streamlined operations, bringing a new level of efficiency to managing our communities.”

Google Membership · Education
★★★★★
RD
Rick Van Dyk Institute of Certified Bookkeepers

“We have been working with Adaptal for close to a year now on our migration from a Bespoke system to Salesforce.”

AppExchange Healthcare & Life Sciences
★★★★★
VC
Verified Customer AppExchange Review

“Adaptal's attention to detail, proactive problem-solving, and clear communication throughout the project were exemplary.”

Google Property Development
★★★★★
KT
Karin Taylor Village Building Co.

“Working with Adaptal to implement a portal for our clients has made a big difference at Village Building Co.”

AppExchange Engineering, Construction & Real Estate
★★★★★
VC
Verified Customer AppExchange Review

“Adaptal's redo of our Salesforce project was a game-changer.”

Google
★★★★★
AP
Amber Pope Google Review

“We recently worked with Adaptal for our transition to Salesforce and to integrate it with our MYOB accounts system.”

AppExchange Engineering, Construction & Real Estate
★★★★★
VC
Verified Customer AppExchange Review

“Their attention to detail and dedication to meeting deadlines were commendable.”

Google Nonprofit
★★★★★
RK
Ruth Kurc WIZO

“WIZO: Salesforce Non For Profit Success Pack Implementation helped us better manage our donors.”

AppExchange Travel, Transportation & Hospitality
★★★★★
VC
Verified Customer AppExchange Review

“This is our second engagement with Adaptal, we have been growing our Salesforce functionality and licenses slowly.”

Google
★★★★★
IB
Issy Bennett Google Review

“I am extremely satisfied with the CRM implementation provided by Adaptal.”

AppExchange Healthcare & Life Sciences
★★★★★
VC
Verified Customer AppExchange Review

“I recently had the pleasure of working with Adaptal on a project, and I must say, it was an absolute delight. What truly set them apart was their exceptional communication and collaborative spirit.”

Google
★★★★★
DC
Daniel Ciccarone Google Review

“The team is now using Salesforce regularly, and it's making a real difference in our operations.”

AppExchange Healthcare & Life Sciences
★★★★★
VC
Verified Customer AppExchange Review

“High level of pride in their work to ensure customer gets the most desired outcomes.”

Google Manufacturing
★★★★★
LP
Lochie Park Titanium Caravans

“They reviewed our setup and helped us get back on track.”

AppExchange Public Sector & Government
★★★★★
VC
Verified Customer AppExchange Review

“2nd engagement with Adaptal, we can see how Salesforce has improved our fundraising, the Dashboards and Reports we generate are amazing.”

Google
★★★★★
LL
Lynn Lu Google Review

“I've dealt with different Salesforce consultant firms, Adaptal is more focused on solving my day to day pain points, and catering to our business needs - this is all tech consultants should do.”

AppExchange Consumer Goods
★★★★★
VC
Verified Customer AppExchange Review

“Great work, the team really solved some complex challenges we had around visualising our data, well done!”

Google Field Service
★★★★★
DS
Dotan Srugo Google Review

“If you have not used Adaptal yet, it's a matter of time until you will.”

AppExchange
★★★★★
EJ
Eshwar Joshi AppExchange Review

“The level of service, support, knowledge, and partnership from Adaptal is top-notch.”

Google Property
★★★★★
JK
Joel Kalkopf MYLO Property Solutions

“Adaptal helped us implement Salesforce Sales and Service Cloud and integrate it with the other software we were already using, allowing us to have better management and visibility in one system.”

AppExchange High Tech
★★★★★
VC
Verified Customer AppExchange Review

“Well managed and delivered exactly what was proposed and scoped, thanks.”

Google Construction
★★★★★
AS
Ascent Structural Steel Google Review

“Tal was extremely flexible and able to make the system work to our specific business requirements.”

AppExchange Consumer Goods
★★★★★
VC
Verified Customer AppExchange Review

“Great work, we are really happy with the implementation.”

Google
★★★★★
AM
Avi Moshe Google Review

“Now, we efficiently manage all our clients across Australia.”

AppExchange Consumer Goods
★★★★★
VC
Verified Customer AppExchange Review

“Great implementation and support all along the way.”

Google
★★★★★
DO
Doshkape Google Review

“This implementation helped us increase our Sales and Support turnaround.”

AppExchange Nonprofit
★★★★★
VC
Verified Customer AppExchange Review

“Great communication, very responsive.”

Google Field Service
★★★★★
AK
Arik K. Google Review

“We are a Field Service business, it was impossible to run our business without Salesforce.”

AppExchange Healthcare & Life Sciences
★★★★★
VC
Verified Customer AppExchange Review

“Great knowledge and implementation.”

Google
★★★★★
ES
Elad Shani Google Review

“Super smooth implementation. Professional across all touchpoints.”

AppExchange Professional Services
★★★★★
VC
Verified Customer AppExchange Review

“Thanks a lot, great work!”

Google
★★★★★
DC
Danielle Chee Google Review

“Highly recommend! A super helpful, seamless experience.”

Google
★★★★★
AY
Alyce Young Google Review

“Tal has been great to work with, highly recommended!”

Google
★★★★★
AM
Avi M. Google Review

“Helped me and my wife with our business. Thanks!”

Google
★★★★★
AL
Achi Lerach Google Review

“Great service, thanks for the help!”

Google
★★★★★
IB
Iftach Bar-Ilan Google Review

“Amazing work, highly recommended.”

Google
★★★★★
PL
Patricia Lee Google Review

“Thankful to meeting this team.”

Google
★★★★★
OM
Ohad Bar Moshe Google Review

“Best consultancy out there.”

Google
★★★★★
HE
Hod Epstein Google Review

“Love their work!”

Google
★★★★★
NL
Noam Lapidot Google Review

“Thank you guys!”

Client feedback

What teams say about working with us

★★★★★
5.0
38 Google reviews
★★★★★
5.0
39 AppExchange reviews
01 / 58

THE WORK BEHIND THE FEEDBACK

Customer projects.
Salesforce in practice.

Explore all case studies ↗
FREQUENTLY ASKED QUESTIONS

Where do we start?

Do we need to know exactly what we want?

No. Start with what is slowing your team down and what you want to achieve. We can help turn that into a practical scope.

Can you improve our existing Salesforce setup?

Yes. We can review the way your team works today and identify useful improvements to configuration, adoption, automation and integrations.

Can we connect the systems we already use?

We’ll explore your systems, their integration options and the information that needs to move between them, then agree the scope with you.

CONTACT

Discuss your
Salesforce requirements.

Contact our team ↗

Supplied Salesforce product visual. Features and appearance vary by configuration.