Why We Became CRM Growth Strategy

I started my business back in 2014, after finishing the MBA program at the University of Denver. I already had 15 years of professional experience as a Software Engineer, working as a developer, writing code, and integrating different software systems. When customizing technology environments, I was heavily involved in bridging the gap between how people used their applications and helping them uncover the benefits of more advanced capabilities. My team was Salesforce Admin, Platform App Builder, and Sales Cloud Certified.

Between 2016 and 2019, we mainly focused on coaching small organizations to use CRM systems more cost-effectively with online courses. The term “coach” accurately described our role at the time, so we found a way to work it into our business name – Small Business CRM Coach. However, it was an uphill battle to offer online coaching courses when competing with the free training provided by cloud-based CRM companies. It was time to re-evaluate our core services and ways to benefit the clients who seemed to need us the most.

Growing Pains

Over the years, our revenue shifted from initially implementing some common CRM systems to ongoing relationships mainly with Salesforce clients. But we weren’t ready yet to commit to using Salesforce exclusively. Sure, it was our preferred CRM platform, but did we want to put ourselves in a business niche that wasn’t ideal for all organizations?

We began our company by helping all small business owners who didn’t have the time or technical expertise to configure and map their business processes to a CRM system. Our clients understood that it was not the best use of their time even if they could manage to do it themselves. They needed to focus on other core business activities to build their company, add value for customers and employees, and bring in revenue. What if only using Salesforce CRM for small to midsize business meant letting go of some of our customers?

Changing Environments

The pandemic provided more perspective. When it hit, our seasoned Salesforce clients continued to keep us busy. They were using the CRM to fine-tune their operations which required more customization to the system. These companies were growing and even moved into the small to mid-sized business (SMB) category as a result of their efforts. And our business increased its revenue. However, our smaller clients became one of many other businesses that couldn’t or wouldn’t invest in changes, and suffered. We knew for sure we had outgrown our name, which no longer described our work as Salesforce SMB consultants.

The word coach implies one-on-one work to learn how to use a CRM. But we go well beyond that to provide Salesforce expertise company-wide for business owners looking for new ways to thrive and scale. Technology, in the form of business software solutions like Salesforce, gives them remarkable insight into their customers' needs and streamlines their operations to offer greater products and services. These clients are always planning for the future, and we could be there to help them at every turn by using their CRM as an actual strategy for business growth.

Bringing in the New Year

We started 2022 under the name CRM Growth Strategy to reflect our new initiatives as Salesforce SMB consultants. Our clients are growing organizations who understand the value of their CRM system. They need a partner to help them map out business strategies and support ongoing changes in a long-term relationship. Small businesses can transform and become larger companies as we provide consulting, implementation, and training services that gather the data entire teams and departments use to work more effectively together.

Start the new year off right with CRM Growth Strategy as your partner. If you are a B2B service-based organization interested in implementing Salesforce or already use Salesforce but aren't getting the necessary results, we can help. As our clients continue to scale, they discover three things:

  1. The importance of ongoing support to keep up with new Salesforce releases (3 releases a year).
  2. The ease of onboarding new team members (between 10 and 50 users) with training and support.
  3. The value of having trusted experts who customize processes when configuring a CRM system to manage data and adapt to operational change.

The Salesforce CRM for small to midsize business is robust and complex, requiring customization to implement and integrate with sales, marketing, and customer service teams. Contact CRM Growth Strategy for expertise when using the host of tools that allows your company to grow and thrive. We help you update and reconfigure when making significant changes that will impact the future of your business. We understand your challenges and how to design, develop, and deliver your Salesforce CRM solution.