ADAPT IQ GROUP LTD

Salesforce Health Check Services

Adapt IQ is a proud Salesforce Summit Partner providing consultancy, implementation, architecture and support across the Salesforce ecosystem, including Service Cloud, Sales Cloud, Marketing Cloud as well as the new Salesforce Public Sector offering, Public Sector Solutions.

Review your implementation and assess how well it is supporting your organisational strategy.

Features

• Activity, task, call and email management tracking all interactions
• Powerful, flexible reporting and dashboards for real-time operational insights
• Comprehensive CRM offering from the worlds no1 SaaS company
• No-code & Low-code declarative configuration, Open API integration, Training included
• Point and Click development, tailoring to your specific processes
• Social and Mobile out of the box
• Extendable using the Salesforce AppExchange
• Opportunity and forecasting, contract, product and campaign management
• Social Collaboration, omni-channel engagement, Mobile ready, Knowledge base, Analytics, AI

Benefits

• Provide mobility to relationship owners across the organisation
• Save time by assigning and tracking tasks within the application
• Collaborate around individuals, companies or opportunities
• Deliver user focused solutions via Agile methodologies
• 360 degree view of the contact through all channels
• Increased adoption from easy-to-use UI
• Integrate with back office using free, open APIs
• Extend processes to digitise manual tasks
• 3 updates a year providing new functionality
• GDPR & CE+ compliant

£500 a unit a day

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at amjad.khan@adapt-iq.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

209289542646475

Contact

Mohammed Amjad Khan
+447590827000
amjad.khan@adapt-iq.com

Planning

• Planning service: Yes
• How the planning service works: Our planning approach is tailored to the specific needs of each client; this includes establishing a comprehensive view of your desired outcomes; understanding your current and target-state architecture designs and your preferred ways of working (whether waterfall or agile). Typically, we take an agile approach and co-design work plans with our client and 3rd party teams, as required. This approach flows through into how we work with an emphasis on co-creation and partnering.; The key features of our planning approach include:; • Where feasible we like to start planning pre-engagement mobilisation to understand current working practices, methodologies and the skills and experiences of the client team that we will be working with. This helps us select the most appropriate approach as well as fine-tune our team composition to better complement the client team.; • We look to clarify key outcomes required as well as any specific milestones and dependencies.; • We look to build in time for the necessary checks, balances and approvals processes – occasionally designing / refining these during delivery; • During delivery we adopt standard agile practices such as daily ceremonies and weekly retrospectives that allow for changes to the plan to continually focus on value released.
• Planning service works with specific services: Yes
• Hosting or software services the planning service works with:
  • Salesforce CRM
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Public Sector Solutions
  • Salesforce Experience Cloud
  • Salesforce Marketing Cloud
  • Salesforce CRM Analytics
  • Salesforce Mulesoft

Training

• Training service provided: Yes
• How the training service works: Our full, comprehensive training supports the successful implementation of your cloud services, with training options including on-site one-to-one coaching, facilitated group training sessions, video tutorials, training documentation and video conference training sessions.; ; Throughout, we work closely with our clients to fully understand their training needs, helping us to create a customised approach to ensure you transition to cloud services as efficiently as possible.; ; While our experience and track record in training speaks for itself, we’ve partnered with the best cloud technology suppliers to ensure our clients work with only the leading digital technology platforms.
• Training is tied to specific services: Yes
• Services the training service works with:
  • Salesforce CRM
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Public Sector Solutions
  • Salesforce Experience Cloud
  • Salesforce Marketing Cloud
  • Salesforce CRM Analytics
  • Salesforce Mulesoft

Setup and migration

• Setup or migration service available: Yes
• How the setup or migration service works: Set-up and migration to support your transition to cloud hosting or cloud software couldn’t be simpler with our set-up and migration service. We guide you each step of the way, designing scalable and secure environments to meet our clients’ needs and fully manage the migration from legacy to new.; ; Migrating complex legacy estates into new cloud-based environments requires experience: Adapt IQ has years of experience conducting successful migrations, all informed by understanding the complexities of moving safely from an on-premise traditional IT environment towards cloud.; ; We have built expertise in conducting training on key platforms such as Salesforce, using modern DevOps tools.
• Setup or migration service is for specific cloud services: Yes
• List of supported services:
  • Salesforce CRM
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Public Sector Solutions
  • Salesforce Experience Cloud
  • Salesforce Marketing Cloud
  • Salesforce CRM Analytics
  • Salesforce Mulesoft

Quality assurance and performance testing

• Quality assurance and performance testing service: Yes
• How the quality assurance and performance testing works: Adapt IQ offer a full and comprehensive service testing quality assurance and performance for our cloud services throughout the entirety of our product development. This ensures we always provide our clients with solid, scalable and secure solutions.; ; Quality assurance is provided not just for our clients but for our own work: this is achieved by conducting various testing services such as code reviews, cloud environment assessments and architectural reviews.; ; These ensure our cloud services are performing to the optimal level of standards for our clients, including user acceptance testing, penetration testing, automated deployment testing, infrastructure monitoring and API monitoring.

Security testing

• Security services: Yes
• Security services type:
  • Security strategy
  • Security risk management
  • Security design
  • Cyber security consultancy
  • Security testing
  • Security incident management
  • Security audit services
  • Other
• Other security services: Security Services are offered on the Salesforce Products
• Certified security testers: No

Ongoing support

• Ongoing support service: Yes
• Types of service supported:
  • Buyer hosting or software
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
• How the support service works: Optimal project success and ROI is ensured through our expert cloud managed services. Once the client is onboarded, we provide access to our Support Management Platform, used for BAU Support to manage and track all issues/requests efficiently. We then follow a lifecycle for each support request raised, whereby we set priority, work on the fixes and complete quality analysis. We then hand over for user acceptance testing for sign off before the production release.; ; Our Managed Services cover all of the above and are ready and able to support existing Salesforce Implementations, as well as solutions designed and delivered by Adapt IQ.

Service scope

• Service constraints: No

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: We endeavour to respond to questions as quickly as possible, however, our response time (outlined in our Support SLA) depends on the priority classification given to the issue:; ; - Critical: the first response time with suggested next steps is 2 hours.; - High: the response time is 4 hours.; - Medium: the response time is up to 8 hours.; - Low: the response time is 16 hours.; ; We support UK business hours on standard English working days.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AA or EN 301 549
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Support levels: The support team comprises of:; - Client Success Manager; - Technical/Functional Resources; - Quality Analyst; ; Tier 1 offers basic help desk resolution and service desk delivery (cloud support engineer).; Tier 2 offers the Tier 1 service with the addition of solution enhancement and additional implementation services.; ; See pricing document for cost.

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Developed Vetting (DV)

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: No
• Cyber essentials plus: No
• Other security certifications: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  At Adapt IQ we encourage the team to use public transport wherever possible. We use sustainable commodities at work, discourage the use of plastic. We use reusable stainless steel or other environmentally friendly products at our workplace. We spread awareness to fight climate change and make it a better place for our present and future generations.

  Covid-19 recovery

  Adapt IQ has been a front runner in supporting the recovery from Covid in our workplace and the wider community.; - We closed office space and encourage the team to work remotely to reduce the spread. ; - We followed all national guidance at the earliest opportunity.; - Upon returning to the office, we increased distances between desks.; - Installed cleaning stations at the entry, in the communal areas and at each desk pod.

  Tackling economic inequality

  Adapt IQ has always believed in tackling inequality.; We actively encourage open conversation about work duties and remuneration, as inequality is best tackled as a community rather than simply employment policy. This ensures the business pay fairly, but further ensures the culture is instilled across all members of the team.; ; Our team in India are employed from all cities, not just the Tier 1 cities. One of our offices is located in a tier 2 city, therefore ensure Adapt IQ to support the local community retain its members and therefore support the wider community economy.

  Equal opportunity

  Adapt IQ has consistently worked towards and has implemented equal opportunities with respect to employment, skills and pay, especially for women in the workplace. We have an L&D Manager who specifically works in building the opportunity for all genders across the organisation. Women @Work are being encouraged to enhance their skills and thrive in their roles as well are very well represented from junior to the Management level.; ; We recognise, we can always do more and are striving to do so.

  Wellbeing

  At Adapt IQ, we regularly have Chair Yoga for our busy professionals, which helps to improve both physical and mental well-being. Experts from the industry are invited as speakers to help the team lead a healthy lifestyle and improve their work-life balance. Wellbeing is paramount at Adapt IQ. The Covid pandemic, while having a short-term negative impact, support the business to better balance work-life duties.; ; We recognise to retain our team we must respect and trust our team. We continually look for opportunities to support our teams mental health.

Pricing

• Price: £500 a unit a day
• Discount for educational organisations: No

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at amjad.khan@adapt-iq.com. Tell them what format you need. It will help if you say what assistive technology you use.