CRM & Marketing Automation Implementations

Customer-Relationship Management (CRM) & Marketing Automation Services

Mentor Works offers agile implementation support of custom CRM and marketing automation builds using market-leading products. This includes advisory services and expertise to ensure you choose the right system, systemize your processes, automate repeatable processes, and gain insight into the key elements of your business.

Implementation Process

Build Plan Engage

  • Plan for project objectives, budget, reporting requirements, and processes.
  • Build the new system to cater to your business’ unique needs.
  • Enable your team to leverage the system to fuel their workflows and reporting.

Why Use Mentor Works?

Mentor Works doesn’t just implement software, we develop sustainable and scalable systems with our clients. We focus on the transparency and processes that your business needs to grow. Mentor Works is also committed to ongoing support, so your systems can continue to evolve with you.

CRM Sample Elements

Sales Process
  • Segmentation
  • Sales Workflows/Paths
  • Auto-Assignment
  • Approval Rules
  • Forecasting
  • Campaign Attribution
  • Reporting on All Modules
  • Auto-Record Updates
  • Auto-Record Creation
  • Formula Fields
  • Calendar & Email Sync

  • Lead Qualification
  • Lead Scoring
  • Web-to-Lead Forms
Support Processes
  • Quoting
  • Agreement Management
  • Invoice Management
  • Project Management
  • Task Management
  • Email Alerts and Triggers
  • 3rd Party Integrations

Marketing Automation Sample Elements

Email Campaigns Email Campaigns
Events/Webinars Events/Webinars
Lead Scoring Lead Scoring
Social Media Social Media
Landing Pages Landing Pages
Chat & AI Bots Chat & AI Bots

A/B Testing A/B Testing
Pay-Per-Click (PPC) Pay-Per-Click (PPC)
Marketing Attribution Marketing Attribution
Automation Rules Automation Rules
Reporting & Analytics Reporting & Analytics

Supported Platforms

Salesforce CRM HubSpot Marketing and CRM Marketo Marketing Automation Zoho CRM


Complimentary Discovery Session

Interested in learning more? Reach out to learn more about how a customized system can play a key role in holding your team accountable and setting the foundation for your growth.

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