Professional Services

Helping you maximise the return on your Salesforce investment

At Adapt IQ, we don't just provide professional services; we embark on a journey with you. With a thorough and caring approach, our skilled team ensures your success, at every step. Trust us to be your dedicated partner in achieving your business objectives.

With Adapt IQ, you benefit from the expertise of 75+ Salesforce enthusiasts who are dedicated to ensuring your success. With a wealth of knowledge spanning Sales, Service, Marketing, Platform and Field Services, we help you achieve your goals by leveraging the capabilities of the world’s #1 CRM platform. Our tried and tested approach, honed over 400+ successful projects, has earned us a stellar 5★ customer satisfaction score.

Whether you’re planning your first Salesforce deployment or want to optimise your use of the platform and portfolio, contact us to discuss your requirements.

What we do

Sales Cloud Consulting & Implementation Services

Service Cloud Consulting & Implementation Services

CPQ Implementation Consulting & Implementation Services

Finance Service Cloud Consulting & Implementation Services

Marketing Cloud Consulting & Implementation Services

Commerce Cloud Consulting & Implementation Services

Data Cloud Consulting & Implementation Services

AI Consulting & Implementation Services

PSS Consulting & Implementation Services

Health Cloud Consulting & Implementation Services

Education Cloud Consulting & Implementation Services

Salesforce Architecture Services

MuleSoft Integration Services

Salesforce DevOps Services

Health Check, Adoption & Training Services

How we do it

1. Understanding Your Goals: Analysis & Design.

Before crafting a solution, we delve into your business drivers. Together, we map these to requirements, crafting a future-proof solution architecture. Outputs include success criteria, user stories, business value mapping, and technical architecture.

2. Discovery: Health Check

If you are already a Salesforce user, we can kickstart the journey with a comprehensive Salesforce Health Check. We analyse your Salesforce implementation and ensure it aligns with best practices. Our recommendations document covers system/process alignment, config vs code, new features, ISV plug-ins, code quality, and enhancement prioritisation.

3. Strategic Roadmap: Blueprint.

Navigating your business and technical roadmap is simplified with our Blueprint service. We align long-term business objectives with high-level requirements, providing you with a clear, iterative strategy for the future.

4. Crafting the Solution: Build & Deploy.

Aligned with our mutual goals, we collaborate on a project plan. Using Agile/Scrum methodology and our exclusive IP, we build a Salesforce implementation, conduct UAT, provide training, and ensure post-implementation support.

5. Adoption Support: Maximising Value.

Your Salesforce instance is functional, but maximising its value requires user adoption. Our assets and services, including system videos, user guides, floor-walking during go-live, and change management, ensure your users seamlessly follow your processes.

6. Ongoing Assistance: Customer Success.

Whether you've just gone live or need ongoing support, our flexible, tailor-made support packages ensure the right resources are available when you need them. From Pardot to Analytics, our experienced team is your direct contact, offering assistance for 3 months to 3 years.

Our Quick Start Packages

Sales IQ


Service IQ

Experience. Accelerated.

Marketing IQ

Personalisation. Accelerated.

Field Service

Field Service. Accelerated.

Account Engagement

Engagement. Accelerated.