CRM strategizing to accelerate your growth
CRM Growth Strategy can help you gain visibility into your business processes to drive strategy and growth with a fully implemented customer relationship management (CRM) system.
Not sure which CRM to choose for your business? Take our Quiz and find out. |
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Not sure which CRM to choose for your business? Take our Quiz and find out.
I'm ready for Salesforce
I'm a nonprofit
I have Salesforce
Are your broken processes costing you money?
If so, you need to customize your Salesforce CRM. Once implemented, you'll be able to "see" your process and make strategic business decisions.
Grow your business with a CRM
A CRM provides visibility into your sales pipeline so you know who to follow up with and when.
Waste Less Time
More time following up, less time finding data
Better Strategic Decisions
Know where prospects are in the pipeline
Make More Sales
Maintain touchpoints and relationships with clients
The Perfect Balance of Supporting Our Vision & Constructive Feedback
I've been working with Lidi to implement Salesforce so that we can more effectively track student progress through our college and career access program (Access Opportunity). She found the perfect balance of supporting our vision while also giving constructive feedback about some of our requests, as she wanted to ensure that we ended up with a clean, coherent set-up that can be sustained long-term. We are so happy with the outcome of our work together. Lidi has been a pleasure to work with (she even treated us to a delicious Brazilian snack during our team training!). I strongly recommend her and her services.
Natalee Deaette
Nonprofit Leader
Your CRM Strategy Partner
As a growing business, you’ve likely had sales opportunities fall through the cracks because you lack visibility into your sales pipeline.
You need a better system to manage your sales process but don’t have the time or resources to manage and maintain a CRM, which is frustrating.
At CRM Growth Strategy, we empower businesses to grow using our proven CRM Playbook™.
CRM Growth Strategy helps businesses overcome growing pains by partnering with them to implement Salesforce in a way that improves operations and stops them from missing opportunities.
Your CRM Coach
As the owner of a small but growing business, you’ve likely had sales opportunities fall through the cracks because you lack visibility into your sales pipeline.
You need a better system to manage your sales process but don’t have the time or resources to manage and maintain a CRM, which is frustrating.
Hi. I’m Lidiane Mocko. At the Small Business CRM Coach, we empower businesses to grow using our proven Small Business CRM Playbook™.
Our process will help you gain certainty and visibility into your sales cycle, so leads stop falling through the cracks, and you make more sales.
Steps to greater visibility
Our proven CRM Playbook™ will get your team and business processes on the same page.
Apply
Answer a few questions so we can discuss your unique situation.
Align
Connect and configure your CRM solution to your business processes.
Advance
Increase your visibility, leads, and make more sales.
I'm Clear On What Steps Bring Financial Success
I called Lidiane to help me with my CRM when I got stuck in a snarl of automations that didn't make sense, awkward customer flow, and blind spots with what I was offering to whom. I had taken numerous courses and webinars from my own CRM company, thinking I could figure it out on my own, but understanding software is very different than understanding what your own business processes, are and how to choose what I needed my CRM to do for me. I had met Lidiane a few years ago and could see that she had the background, the expertise, and the gentle hand I needed to get things flowing. I was surprised by her not only helping me smooth the problems I knew about, but have the big-picture view to show me easy next steps. After working with Lidiane, I feel much more confident about my automated communication, I'm clear on what steps bring financial success, and I know my customer experience is in line with my brand, goals, and values.
Margaret watts romney
MasterSpeaker Lab
Commonly asked CRM questions
We are a good fit to work together if you know that you need a CRM and your time is more valuable moving your business forward than figuring out the technical details of how to configure the CRM for your organization. I take an educational approach in my process, helping you and your team to learn the system during our work together.
Our process is broken into three phases: Design, Develop and Deliver. You can find out more about what happens in each phase in this link.
It depends on the size of the business and the goals of the organization. If the goal of the project is focused on the sales pipeline, we can work on it over a 3 month period. If you want to incorporate other areas of the organization and other business processes beyond sales, then it will most likely take more time to implement the system.
First you need to schedule a call to discuss scope of work, schedule and budget. We will send you a proposal. Once your down payment is received, we can host our kickoff meeting.
