Discovery & roadmap
Stakeholder workshops, process mapping, requirements, priorities and a delivery roadmap aligned to business outcomes.
Implementation partner
164+projects delivered
A Salesforce implementation should make work simpler-not recreate old problems in a new platform.
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.
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
Trusted by Salesforce teams across Australia
★★★★★
Five-star feedback on Google and Salesforce AppExchange
“I've been working with Tal and the team at Adaptal for over a year, and I can confidently say they are the best Salesforce consultancy I've worked with in my 9+ years managing Salesforce development at CareAbout. They deliver solutions that are creative, scalable and built to last.”
Siobhan LovieCareAbout
View Google reviews →
AppExchange Review“Adaptal's Salesforce implementation surpassed expectations, showcasing remarkable professionalism and expertise. The seamless integration streamlined our processes, enhancing efficiency. 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.