How We Work

MintCRM specialises in delivering first rate Salesforce® implementation, Development, Training and Support to businesses of all sizes in all sectors.

We believe that a detailed Scoping Process is the first step to any successful Salesforce® Implementation.

After an initial scoping call or meeting we will provide you with a detailed ‘Proposal & Letter of Engagement’ which will clearly set out all the Project Deliverables and Budget Summary. This can be E-Signed which then ensures a smooth scheduling of Project Commencement.

Salesforce® Implementation in 5 easy Steps

1

Detailed Scoping Workshop
The first step of any Engagement is to complete a detailed scoping review. Depending on your requirements, this could be completed over a remote screenshare conference call, or during an on-site Scoping Workshop. This forms the basis for any successful Salesforce® Implementation
2

System Design & Build
We will then be able to design the Salesforce® system to meet your specific business needs, configuring all required standard objects, and creating any custom objects, fields and processes that you need.
3

Validation & Testing
Once the initial design and build is complete, we will review this with you to ensure we have met the objectives set out during the initial Scoping phase. Any changes or updates can be incorporated at this stage.
4

Data Review & Migration
We will have reviewed your existing data sets and made any recommendations to assist with data accuracy and cleansing. We will work with you to ensure any data migration needed is accurate and seamless.
5

User Training & Go-Live
You are now ready to go-live! We will run initial overview training workshops with your Team to ensure rapid user adoption and Project Success!

Why Choose us ...

Our Consultants and Developers are Salesforce® trained and certified. That means you only have the very best people working on your behalf. We have real world commercial experience, working hard to respond to your customer needs. We do this quickly and effectively which is why we probably retain most clients on an ongoing basis.

We quickly understand your requirements and deliver in a timely and cost effective manner.

Our Engagement and Delivery processes are robust and tried and tested so you can expect the very best results.

Our Consultants and Developers are Salesforce® Trained and certified. This means that you only have the very best people in the industry working on your projects.

We have real world commercial experience (we’re not just tech geeks!). This means we offer a high value consultative approach to your Project having encountered and overcome challenges for clients in many different industry sectors previously.

We work hard to respond to our customers needs. We respond quickly and effectively – probably why we retain most clients on an ongoing basis long after the initial implementation has been completed.

We quickly understand the detail of your requirements and deliver in a timely, structured and cost efficient manner. No more waiting for months while we sit in a dark room writing code! This stuff is fast and dynamic.

We can quickly understand your requirements and translate this into Salesforce® System design & Build. Our Engagement and Delivery processes are robust, tried and tested, meaning you can expect to get the very best results.

It’s true to say that we continue to work with most our Customers after the initial implementation has been completed. Once you have gone live, we can continue to support you through our Managed Services offerings to ensure continued success.

Contact Us

Leeds: MintCRM, 10 Stoneleigh Garth, Leeds, LS17 8FG

London: Hamilton House, Mabledon Place, Bloomsbury, London, WC1H 9BB

0800 032 2840