Adaptal

Salesforce Case Studies

We have Industry Knowledge Proven Track Record Skills Industry Knowledge in:

Member Services

Professional Services

Franchise Sales

Construction

Real Estate

Manufacturing

Commercial Advisory

Food and Beverage

Healthcare / NDIS

Manage member databases, oversee memberships and subscriptions, and handle credentials and membership levels. Our solutions include a comprehensive member portal and support system to enhance member interactions and communications.

Manage client relationships, resource allocation, and employee utilisation. Our solutions also cover billing and invoicing, as well as prospecting to streamline professional services operations.

Manage franchise sales, track leads and potential opportunities, and coordinate meetings. Our solutions also support franchise expansion and management for effective growth and coverage.

Manage projects, staff, and resource allocation efficiently. Our solutions also facilitate large-scale communication to streamline construction operations and enhance project management.

Manage property sales, oversee project workflows, and streamline communication with residents. Our solutions includes robust member portals to facilitate seamless interactions .

Manage complex quotes, streamline manufacturing approvals, and oversee servicing processes with seamless ERP integration. Our solution ensures efficient workflows, enhanced coordination between teams, and automated approvals, driving faster production and delivery timelines.

Optimise tender management, streamline resource allocation, and enhance project efficiency with our integrated CRM and ERP solution. By unifying project tracking, consultant resourcing, and forecasting, our system ensures seamless workflows from tendering to project completion. The solution provides real-time insights, enhancing decision-making and reducing compliance risks, empowering organisations like ConnellGriffin to deliver superior results while positioning for future growth.

Streamline sales inquiries, asset management, and service scheduling with our comprehensive system. We help businesses efficiently track customer details, coffee machine assets, and maintenance schedules, ensuring timely servicing and accurate billing. By automating processes and centralising data, our solution supports scalability and adapts to diverse customer needs, from small retailers to large corporations, driving operational efficiency and customer satisfaction.

Enhance operational efficiency with a centralised platform for support workers and patients. Our integrated solution, combining Salesforce and NetSuite, simplifies timesheet management, payments, and support tracking. By automating processes and improving data accuracy, NDIS providers can focus on delivering quality care. The streamlined portal and robust integration ensure that support workers can efficiently manage their operations and payments, improving overall service delivery.

ConnellGriffin Adaptal Salesforce Consulting Partner
Case Study
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ConnellGriffin Salesforce Success Story

ConnellGriffin Salesforce Success Story Embrace Technology to rmain at forefront In today’s fast-paced business environment, leveraging the right technology is crucial for staying ahead of the competition. Adaptal’s recent Salesforce

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CPQ Resized 2
CPQ
Caleb Lau

Salesforce CPQ Quote Apex Error

CPQ Quote Apex Error (Heap Size Too Large) Best Practice Overview Salesforce CPQ (Configure, Price, Quote) is a powerful tool designed to streamline the sales process by enabling organisations to

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Core Salesforce
Caleb Lau

Exciting Highlights of Salesforce Winter 25 Release

Highlights of Salesforce Winter ’25 Release Upcoming Features Overview The Salesforce Winter ’25 Release is here, bringing a host of innovative features and enhancements designed to empower users and streamline processes across

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File Storage shrunk | Adaptal
Core Salesforce
Caleb Lau

Data Storage and File Deletion

Data Storage Check and File Deletion Best Practice Overview We are a Salesforce Consulting Partner who is passionate to help our clients fully enjoy and leverage Salesforce’s capabilities. We understand

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VRA Logo shrunk - Adaptal
Service Cloud
Caleb Lau

Visual Remote Assistant (VRA) Screen Flow

Visual Remote Assistant (VRA) Flow to Access Session Recording and Images for Non VRA Users Best Practice Overview Visual Remote Assistant (VRA) is a powerful addition to Salesforce which we,

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How to Expose a File via Salesforce Flow
Core Salesforce
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How to Expose a File via Salesforce Flow

How to Expose a File via Salesforce Flow Best Practice Overview Learn How to Expose a File via Salesforce Flow. As a Salesforce Consulting Partner, we encounter scenarios where clients

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Amidata Timeline Cycle Visual
Case Study
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Amidata

Amidata Data Backup Services Master inventory, assets, contracts, clients, and enquiries In today’s data-driven world, businesses grapple with the monumental task of safeguarding their critical information. For Amidata, a company specialising

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Body Fit Training

Body Fit Training Strength Training Studio Unlock Global Lead Management Mastering Salesforce’s Power to Transform Your Sales Game Body Fit Training, a global franchise brand, encountered substantial operational challenges that

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7 Grams Coffee

7 Grams Coffee Office Coffee Machine Rental How to 2X your Revenue and 3X your Client Base?   Before implementing Salesforce, 7 Grams Coffee PTY LTD was facing several challenges in efficiently managing

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KLAUS Multiparking

KLAUS Multiparking IMPACT 01. Operations By leveraging Salesforce Field Service Lightning, we achieved a remarkable 30% improvement in the dispatcher to service resource ratio and scheduling time, revolutionising the efficiency

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Country Club Adaptal
Case Study
admin

Country Club Living

Country Club Living Our Salesforce project enabled better visibility and management of villages, properties, residents, and enquiries, while providing powerful reporting and dashboard capabilities. This comprehensive integration empowered sales agents

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Carer Solutions

Carer Solutions As an NDIS provider connecting support workers to patients, our previous Salesforce implementation did not meet our specific business needs. This re-engagement helped us build a more robust

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ICB NEW LOGO 1
Case Study
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Institute of Certified Bookkeepers

ICB The Institute of Certified Bookkeepers Salesforce Multi-Cloud Digital Transformation Implementation How an 8,000 members Organisation has transformed their business using Salesforce? In today’s rapidly evolving business landscape, digital transformation

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Vending First

Vending First Our Salesforce project successfully integrated a portal and enquiries, empowering service agents to efficiently receive and resolve vending machine issues. Our team successfully implemented Salesforce Sales, Service, Account

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