Mint® Moments – October

Imagine opening an Account, Opportunity or Lead record and instantly understanding the whole story. No scrolling through long notes or toggling between tabs. Just a clear, conversational summary that captures what really matters.

That’s exactly what Einstein Summary on Sales Records brings to your Salesforce® experience. It uses trusted AI to analyse your CRM data and present a natural-language overview that helps your team see context, relationships and key actions at a glance.

Why it matters:

• Accelerate Understanding: Whether it’s a new Account or a long-standing customer, anyone on your team can immediately get up to speed. Perfect for fast-paced sales environments or handovers between departments.
• Surface What’s Important: Einstein identifies trends and changes you might miss: deal blockers, engagement patterns and recent communications that could affect your next move.
• Boost Productivity: Less time reading through notes means more time building relationships, following up leads and closing deals.
• Enhance Onboarding and Collaboration: New hires and cross-functional teams can quickly learn client history without needing lengthy briefings, making every meeting and handover smoother.
• Stay Customer-Centric: By keeping insights in plain English, your teams focus on the people behind the data, not just the metrics.

Einstein Summary transforms Salesforce® from a static record into a dynamic assistant, helping you understand every client interaction at a glance.

If you’d like to see how this could look in your Salesforce setup, email support@mintcrm.co.uk and we’ll provide an estimate for adding it to your org.

When OCF Limited first approached Mint®, they weren’t starting from scratch. They had already implemented Salesforce Marketing Account Engagement and were using it across their marketing operations. However, like many organisations, they recognised that having the tool and getting the best from it are two very different things.

That’s where we stepped in.

Our team worked closely with OCF to review their existing setup, mapping how Marketing Engagement was being used against Salesforce® best practice and current marketing goals. From there, we refined, restructured and optimised. Ensuring every automation, segment and journey worked smarter and delivered measurable outcomes.

The Result:

• Compliant Campaigns: Marketing activity is now GDPR-aligned and auditable.
• Data Confidence: Contact and Lead data was migrated from their legacy system and now syncs with Salesforce® and can be segmented based on attributes for relevant targeted communications.
• Empowered Staff: Internal users can run and optimise campaigns independently.
• Platform Readiness: OCF now has a foundation to scale future marketing activity.

In short, we helped OCF transform an existing implementation into a high-performing marketing engine, one that’s not just running, but delivering real business value.

It’s a great reminder that innovation isn’t always about adding something new. Sometimes, it’s about refining what you already have to make it extraordinary.

Read more about how OCF unlocked the full potential of their Marketing Account Engagement

Excitement is building for the Agentforce World Tour in London, Salesforce®’s premier event showcasing what’s next for the platform, AI and customer engagement. It’s where innovation meets inspiration and where the future of digital business takes shape.

For us at Mint®, this isn’t just another event on the calendar. It’s an opportunity to immerse ourselves in new thinking, uncover the latest product capabilities and connect directly with the minds shaping the next wave of Salesforce® innovation. From smarter automation to deeper AI integration, we’ll be exploring how these advancements can create real-world benefits for you, our clients.

What we’re most excited about this year:

• AI That Feels Human: Einstein and Agentforce are evolving to make CRM more intuitive than ever. Transforming data into dialogue and insights into action.
• Smarter Service, Stronger Relationships: New tools are emerging to help businesses deliver faster, more personalised customer experiences at scale.
• Innovation That Empowers Teams: With automation, smarter workflows and natural-language tools, Salesforce® continues to put power back in users’ hands, freeing them to focus on the relationships that matter.

But the real value for our clients begins after the event. We’ll be bringing back the ideas, inspiration and practical applications that can make a tangible difference to your setup, ensuring you benefit directly from the innovations unveiled at the World Tour.

If you’re attending, we’d love to connect and share insights in person. And if you can’t make it, don’t worry! We’ll keep you informed on what’s new, what’s next and how it can help you stay ahead.

As event season springs back to life after the summer lull, so too does one of the greatest challenges for any sales or marketing team: turning connections into conversions.

You return from a conference buzzing with ideas, your notebook full, your phone packed with business cards but then reality sets in. Manually logging those new contacts into Salesforce® can be time-consuming, prone to error and often means that valuable leads cool off before you’ve had the chance to follow up.

That’s where smart tools like Romify come in.

This tool simplifies the process of capturing, syncing and enriching event leads directly into your Salesforce® org ensuring no opportunity is left behind and every new contact gets the attention they deserve.

Here’s how it helps your business work smarter:

• Instant Lead Capture: Scan a business card, badge or QR code. It will then automatically create or update the corresponding Salesforce® record complete with all the key details.
• Data You Can Trust: No more typos or duplicates. Each entry is verified, formatted correctly and synced to your org in real time.
• Faster Follow-Up: Because Leads appear instantly in Salesforce®, your team can send follow-ups or assign tasks the same day, while your business is still top of mind.
• Event Intelligence: Track which events yield the highest-quality leads and measure ROI with clean, consistent data across every campaign.
• Empowered Teams: Free your people from admin so they can focus on nurturing relationships, not wrangling spreadsheets.

For businesses that attend multiple events a year, this simple shift can lead to measurable gains, faster sales cycles, stronger engagement and a more accurate, actionable pipeline.

And Romify is just one of the many tools we can help you integrate. We work with a range of Salesforce®-compatible apps designed to make event management, lead capture and CRM hygiene effortless.

If you’d like to get event ready with the right setup, automations and integrations in place, let’s talk. We’ll help you choose the solution that fits your process, your people and your goals.

Because at Mint®, we believe your CRM should be as dynamic as your ambitions.