Lidiane Mocko has been an amazing help to our organization. Every time we needed help with SalesForce, she was very quick to respond. Working with Lidi surprised me because you can tell she really cares about what she does. It's very rare to find people like that and I am very thankful to have been able to work with her and CRM Growth Strategy.

Lidi is very knowledgeable in her role and supported us through a Salesforce platform Lightning migration. I worked with her on planning and preparation, she asked good questions, took detailed notes and shared with me, and held two training sessions with our team, once the migration occurred. She taught us some tips and trips and created videos that we can reuse for training and process documentation. I appreciate Lidi's expertise and wonderful energy!

We have used Salesforce as our CRM since 2012. In that time we have used various consultants and DIY to administer our instance. Our company has grown significantly over the past two years, which caused us to need a consulting company that would make sure our Salesforce instance worked the best for us. We chose to work with CRM Growth Strategy after being referred to them by a consultant. I love working with Lidi and her team. She takes complicated concepts and breaks them down so non-technical people can understand them. She took the time to learn about our business and came up with solutions that work with how we use Salesforce, which is different than the "out of the box" way Salesforce is used. I feel like I have a partner in making sure Salesforce and our team works best.

When I joined the Access Opportunity team as Development Director in the fall of 2020, the organization was beginning the work of establishing new organizational processes, growing the team, and implementing new resources to continue to strengthen its foundation and ensure sustainability in the future. Implementing Salesforce was a HUGE part of this work, and a big priority for everyone on the team. Before Salesforce, we were using two separate CRM systems, one to track fundraising and donor relationships and another to track student data and program partnerships. As the organization continued to grow, it became increasingly challenging and inefficient to manage all of this data in two systems. The CRM program we were using for fundraising, specifically, was not designed for use in a nonprofit setting and we had shoe-horned our data into record types and fields that didn’t translate well into dashboards and reports. As a result, we were also using spreadsheets to track fundraising data, which led to time lost entering data multiple times into multiple repositories and confusion amongst team members about where to find the information they needed. We knew Salesforce was the right solution for our organization and I knew from previous experience the importance of working with an expert from the beginning to configure the system to our specifications, import our data, and train our staff. I was referred to Lidi and Small Business CRM Coach by a development colleague and we chose to work with her because of her depth of experience working with both Salesforce and with the nonprofit sector—it was definitely the right choice! Lidi is a genuine expert and approached this project as a true parter in the work. From our data imports, to our system configurations, to helping us establish new processes, she has managed this process in a way that has been efficient, organized, and incredibly detail-oriented. I have worked with other Salesforce consultants in the past, but none have understand the unique challenges and needs of a nonprofit in the same way Lidi does. While the overall system functionality and processes Lidi created will make a big difference in our ability to grow and track our fundraising initiatives over time, I think the little tips, tools, and integrations that improve work on a daily basis are the real game-changers because we’re able to communicate and collaborate more efficiently. We are so grateful for Lidi and we are constantly in awe of what a game-changer this has been for our organization. Hiring Lidi to help with this project was the best decision and I would recommend her/Small Business CRM Coach to any colleague in a heartbeat.

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. 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.

I called Small Business CRM Coach 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 Small Business CRM Coach, 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. Thank you, Small Business CRM Coach!