What would you like to improve in your business?

Tell us a little about your business. Pick a couple of priorities and the systems you use. Every question is optional.

No email required. Your answers are not sent to Adaptal. Download them before closing this page if you would like to keep a copy.

01 / What would you like to achieve?

Choose your main priorities.

Manage work from one platformSave time on manual work and double entryHelp my team use Salesforce more effectivelyManage my team at a lower operating costRespond to enquiries faster and win more businessSee performance clearly and make faster decisions

Anything else, or a target you have in mind? (optional)

02 / What do you use today?

Choose the ones you know. Skip anything that does not apply.

Salesforce

Accounting

Phone system

Website

Inventory

Job calendar

Other systems or more than one? (optional)

03 / Would connecting your systems help?

Yes — reduce double entry and keep information togetherMaybe — help me understand the benefitsNot relevant — I want to focus on other improvements

When would you like to get started? (optional)

Anything you would like connected? (optional)

That is enough to start.

We can talk through the technical details later, including access, data, when updates happen and testing. You do not need those answers now.