Streamlining Support Management with the Mint® Salesforce® Referral Tracker Solution

The Mint® Salesforce® referral tracker solution helped Salutem Care and Education eliminate manual duplication, centralise critical information, and improve the way referral data is captured, shared, and used across the organisation. Supporting individuals with complex needs across 130 services, Salutem needed a referral process that was as streamlined and responsive as the support they provide. Mint® delivered a solution that truly transformed how referrals are managed.

Before Mint® stepped in, Salutem’s referral process was spread across multiple platform, SharePoint, spreadsheets, and manual forms, creating delays, duplicate entries, and limited visibility into real-time activity. These disjointed workflows made it hard to track referral progress, respond efficiently, or collaborate effectively across teams.

Mint® worked closely with Salutem to design a tailored Salesforce® referral tracker. Built with real users in mind, the interface brought all referral data into one intuitive view, ensuring teams could access, update, and monitor cases from a single, consistent source.

The solution included:

• Bespoke Salesforce® Interface: A user-friendly tracker designed for quick access, data input, and visibility into active referrals.
• Retirement of Legacy Systems: SharePoint and manual tracking tools were replaced, eliminating duplication and inefficiencies.
• Improved Oversight: A centralised dashboard offered managers real-time insights into referral status, workload, and bottlenecks.

The results were immediate. Teams no longer waste time searching for the latest version of a document or duplicating entries across systems. Everything they need is now in one place, and it works in a way that feels familiar and efficient.

“Having everything centralised in one place has genuinely transformed how we manage referrals. The new setup just works. It’s intuitive, efficient and makes our jobs that much easier day to day.”
— Angela Wright, Business Development Support Manager, Salutem Care and Education

With greater collaboration and shared access to accurate data, Salutem’s staff can respond to new enquiries more quickly, track case status in real time, and ensure that no referral slips through the cracks. Decision-making is faster, productivity is higher, and everyone works from the same source of truth.

The Mint® Salesforce® referral tracker solution goes beyond convenience. It delivers structure, visibility, and efficiency to teams managing sensitive, high-impact workflows. For care providers or any organisation tracking multi-stage referrals, this solution provides measurable operational value.

If your current process is slowing your team down, Mint® is ready to help you simplify, unify, and deliver more, without the manual admin.Let’s talk.