Discovery & roadmap
Stakeholder workshops, process mapping, requirements, priorities and a delivery roadmap aligned to business outcomes.
Implementation partner
164+projects delivered
Plan your Salesforce implementation around your processes, data and team.
Successful implementation starts with understanding how your teams sell, serve customers, manage data and make decisions. We translate those requirements into a Salesforce solution that is practical to use, maintain and improve.
Whether you are moving from spreadsheets, replacing another CRM or redesigning an existing Salesforce environment, Adaptal brings together consulting, configuration, migration, integration and adoption support in one delivery team.
Need location-specific support? Explore our Melbourne Salesforce consulting and Brisbane Salesforce partner services.
End-to-end capability
What your implementation can include
Solution design
A scalable data model, security approach, automation design and user experience shaped around how your organisation operates.
Configuration & build
Sales Cloud, Service Cloud, custom objects, workflows, approvals, reports and dashboards configured for your teams.
Data migration
Source assessment, mapping, cleansing, migration and validation to establish trusted information from day one.
System integration
Connections between Salesforce and finance, ERP and operational platforms including Xero, MYOB and Cin7.
Testing & adoption
User acceptance testing, training, launch planning and change support to help people use the solution effectively.
Delivery process
A clear path from idea to adoption
Every engagement is scoped around your requirements. These stages provide a practical structure for making decisions, managing risk and keeping stakeholders informed.
01
Understand
Clarify goals, processes, users, systems, risks and the outcomes the implementation must deliver.
02
Design
Turn business requirements into a solution blueprint, delivery backlog and agreed priorities.
03
Build & validate
Configure, integrate, migrate and test in manageable stages with regular stakeholder feedback.
04
Launch & improve
Prepare users, deploy the solution, support adoption and establish a roadmap for ongoing improvement.
When to talk to us
Designed for organisations ready to improve how work flows.
Adaptal can help when your customer information is fragmented, reporting is unreliable, manual work is slowing teams down or an existing CRM no longer supports the way your organisation operates.
Explore project experience →- 01Replacing disconnected systems
Bring customer, sales and service information into a governed platform.
- 02Moving from another CRM
Plan the transition, protect data quality and minimise operational disruption.
- 03Standardising growing teams
Create consistent processes, automation and reporting across functions or locations.
- 04Reworking an existing Salesforce org
Redesign accumulated complexity around current business requirements.
Client feedback
Customer feedback
★★★★★
Reviews on Google and Salesforce AppExchange
“They deliver solutions that are creative, scalable and built to last.”
Siobhan LovieCareAbout
View Google reviews →
AppExchange Review“Their proactive problem-solving and clear communication demonstrated a commitment to tailored solutions.”
Verified CustomerEnergy & Utilities
View AppExchange reviews →
Connected systems
Implementation beyond the CRM
Finance integration
Salesforce + Xero
Connect customer, invoice and payment information across sales and finance.
Read the guide → Finance integrationSalesforce + MYOB
Reduce duplicate entry and create a more consistent view of customer activity.
Read the guide → Inventory integrationSalesforce + Cin7
Connect sales, inventory and order information for clearer operational visibility.
Read the guide →Common questions
Salesforce implementation FAQs
A Salesforce implementation typically includes discovery, solution design, configuration, data preparation and migration, integrations, testing, training, launch planning and post-launch support. The precise scope depends on your objectives, users and existing systems.
Yes. We support migration from legacy CRM platforms and business systems, including data mapping, cleansing, validation and controlled import into Salesforce.
Yes. We design Salesforce integrations with finance, ERP and third-party platforms, including Xero, MYOB and Cin7, based on the requirements of each organisation.
After launch, Adaptal can provide user support, issue resolution, release management, enhancements and ongoing optimisation through our managed services capability.
We begin with a conversation about your objectives, current processes, systems and constraints. From there, we can recommend an appropriate discovery and scoping approach without assuming a solution before understanding the problem.
Before you start
Explore the scope, then plan your next step.
See how the scope differs between dealer quoting and warranty support at Titanium Caravans and project and tender workflows at Connell Griffin. Each example describes the work delivered rather than a generic feature list.
See Salesforce project examples, understand what affects implementation cost, or use our short planning checklist to outline your goals, systems and timeline.
Define your implementation scope
Start with the business problem
Bring your priorities, user groups, existing systems and reporting needs. Discovery turns these into an agreed scope and delivery priorities.
Understand the cost drivers
Data quality, integrations, automation, user groups and training all affect effort. We scope these before committing to a delivery plan.
Make room for your team
Nominate decision makers, make source data available and involve users in testing. Clear ownership helps avoid surprises during migration and launch.
Plan beyond go-live
Agree the testing, training, launch support and handover approach. Ongoing support can then follow the priorities of your business.
See how we supported dealer quoting and warranty workflows at Titanium Caravans or project workflows at Connell Griffin.
Discuss your priorities ↗