How will a CRM help my business?
When tracking your sales in spreadsheets is no longer working for you, a CRM will help you grow.
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.
You need a CRM if you...
If so, you need to implement a CRM. Once implemented, you’ll be able to track your sales process and your business growth.
When you have a CRM it is easier to increase sales
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
I feel like I have a partner in making sure Salesforce and our team works best.
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 from the "out of the box" way Salesforce is used.
Leah Brandt
CEO/Director of Operations, The Annuity Man, LLC
Your CRM Consultant
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.
Hi. I’m Lidiane Mocko. At CRM Growth Strategy, we empower businesses to grow using our proven Growing 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.
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 teams and business processes on the same page.
Apply
Complete the questionnaire 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.
CRM Selection Process
1 month
We will review up to 3 CRM systems
This package will help you to find the right crm for your business.
Commonly asked CRM questions
Since I started my business I have worked with Salesforce, Keap (used to be Infusionsoft), Insightly, Pipedrive, Zoho CRM, Hubspot and Active Campaign. At the core, all CRMs have a database with Contacts, Accounts and Opportunities. Before working with CRM systems I was a software engineer with exposure to different roles in this industry. It is this extensive experience that will be working on your behalf, if you choose to work with us.
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.
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.
