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.
Your Journey To Success With Adapt IQ
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
Our Opinion Pieces
Has your organisation fallen out of love with Salesforce?
In today's commercial world its actually incredibly difficult to find organisations that do not have any form of CRM in place. That said, however, user adoption of CRM platforms remains incredibly low at 26% in 2020. Here at Adapt IQ, as Salesforce partners, we are incredibly familiar with these metrics, in fact, we recognise that a significant portion of our year on year activity is spent assisting clients in understanding why their user adoption has been poor and showing them what can be done to improve the position, ultimately, helping them to fall back in love with Salesforce.
As more and more companies are starting to implement Salesforce CRM, how their sales teams are putting the tool to use effectively is becoming crucial for generating leads and ultimately increasing sales.
Enhancing Customer Experience in the UK Financial Services Sector with Salesforce
Customer experience is a key differentiator in the highly competitive UK financial services sector. In this article, we focus on how Salesforce is helping financial institutions elevate their customer experience strategies. We explore the role of Salesforce's CRM capabilities, including personalized interactions, omnichannel engagement, and data-driven insights. By leveraging these tools, UK financial services providers can deliver tailored experiences, build stronger customer relationships, and ultimately drive customer satisfaction and loyalty.