Unified CRM transformation: a seamless lead-to-order journey with Mint Consulting

Data Fragmentation Holding Back Growth
Customer data scattered across disconnected systems made it near impossible to introduce new products effectively, segment audiences with confidence, or track success in any meaningful way.

Manual Processes Creating Costly Gaps
Without automated handovers or structured support for renewals and cancellations, critical moments in the customer lifecycle were being left to chance, draining productivity and putting revenue at risk.

Inconsistent Pricing Undermining Commercial Control
A decentralised approach to pricing meant different business units were operating without a common framework, eroding consistency and making it harder to protect margins or present a unified commercial proposition.

A Unified Platform Built Around the Business
A single, scalable Salesforce solution was designed and delivered across Healthcare, Social Care, and Bespoke Software Delivery, bringing sales, renewals, and operations together in one streamlined environment for the first time.

One Org, One View, One Source of Truth
By aligning Sales and Renewals teams within a single Salesforce org, System C gained a consistent pipeline view, more reliable forecasting, and seamless handovers across every business unit.

Quotes Generated in Minutes, Not Days
CPQ eliminated the spreadsheets and manual processes that had been slowing deals down, enabling accurate, compliant quotes to be generated directly within Salesforce, reducing turnaround time and improving win rates.

Smarter Selling Baked Into the Process
A connected solution surfaced proactive renewal alerts and intelligent cross-sell opportunities at the right moments in the sales cycle, turning reactive account management into a revenue-driving discipline.

Pricing and Product Governance That Scales
Centralising the product catalogue and pricing structure within Salesforce, complete with built-in approval workflows, gave System C the control and consistency needed to progress deals faster without sacrificing governance.

A Connected Ecosystem Across Core Systems
Deep integrations tied Salesforce into the heart of System C's operations, with ERP connectivity ensuring financial and operational alignment, JIRA integration bringing delivery visibility into the sales process, and Marketo creating a seamless bridge between marketing and sales.

Sales Teams Freed to Focus on What Matters
With administrative burden significantly reduced, sales teams could redirect their time and energy toward revenue-generating activities, the conversations and decisions that actually move the needle.

A Complete Picture of Every Customer
A centralised, 360-degree customer view gave teams the insight they needed to make better decisions, manage relationships more effectively, and spot opportunities that would previously have gone unnoticed.

Fewer Errors, Less Overhead, More Confidence
Replacing manual processes with automated, integrated workflows drove down data errors and reduced administrative overhead across teams, creating a more reliable operational foundation for the entire business.

Value Realised Faster Across Sales and Account Management
Streamlined processes and a more intuitive system meant Sales and Account Management teams were up to speed and delivering results sooner, reducing the lag between implementation and measurable impact.

Customer Services With the Tools to Get Ahead
Equipped with better data and smarter workflows, Customer Services teams moved from reactive to proactive, engaging clients more strategically and laying the groundwork for stronger retention and long-term value.

Collaboration
Recommended by the CEO of Precursive, Mint Consulting teamed up with the Salesforce Account team early in the sales cycle to design a Lead-to-Cash transformation for System C.

Architecture Advisory
In Summer 2024, Mint Consulting worked with System C stakeholders to document existing business processes and systems architecture.

Relationships
Strong relationships with System C stakeholders helped secure Salesforce license approval, convincing the CFO to make a significant investment in the platform.

Support
Mint Consulting led the engagement, driving future phases like CPQ and direct NetSuite integration.