Teams rely on manual workarounds because the platform no longer reflects current processes.
Software Services
Salesforce Consulting
Align Salesforce with the processes, data and operating model required to improve customer and employee experiences.
MENTARA principlePriority → accountable ownership → delivery → continuity
Overview
Customer, sales, service and revenue operations designed around the Salesforce platform.
MENTARA supports organisations that need to implement, improve or govern Salesforce as a business platform. We begin with customer journeys, operating processes, data and adoption requirements, then shape the platform architecture and delivery plan around those priorities. The scope can include new implementations, optimisation, integration, migration, release management and ongoing platform support.
01 / Software Services
What organisations are working through
Customer information is fragmented across sales, service, marketing and back-office systems.
Integrations are difficult to maintain and slow down change.
Quoting, approvals and service workflows create avoidable delays.
Platform ownership, release governance and adoption are inconsistent.
02 / Software Services
What MENTARA can provide
Customer and Service Transformation
Process design and platform configuration across sales, service and customer engagement.
Experience and Commerce
Digital experiences for customers, partners and service communities.
Revenue Operations
Quoting, pricing, approvals and revenue workflows designed for control and usability.
Integration and Data
API-led integration, data migration, data quality and master-data alignment.
AI-Enabled Workflows
Responsible use of platform-native AI for service, sales and knowledge workflows.
Platform Governance
Release management, environment strategy, quality controls and operating-model support.
03 / Software Services
How MENTARA approaches the work
Discover
Clarify business outcomes, user journeys, process gaps and platform constraints.
Design
Define the target operating model, architecture, data model and delivery roadmap.
Deliver
Configure, integrate and validate in manageable increments with business participation.
Adopt and Improve
Support adoption, measure usage and prioritise the next improvements.
04 / Software Services
Recognisable starting points
Sales and Service Modernisation
Create a connected view of customers and simplify frontline workflows.
Revenue Process Improvement
Standardise quoting, approvals and handoffs across commercial teams.
Platform Consolidation
Reduce duplication across business units, environments and data sources.
Managed Platform Operations
Introduce a governed release, support and continuous-improvement model.
Next step
Bring the priority into an accountable path.
Share the business context, constraints and expected outcome. MENTARA will identify the relevant accountable route.
Submit your requirement