CRM Strategy to streamline your processes.
Drive strategy and sales 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.
Ways to make Salesforce work for you
Public Sector
Measure your economic impact, member management
Private Sector
Measure your KPIs and ROI and member
management
Nonprofits
Grant management, disbursement, donors & member management
Startups
Investment management, relations, and disbursements
Is Salesforce working for you?
If so, you need to customize your Salesforce App. Once implemented, you’ll be able to “see” your process and make strategic business decisions.
Steps to greater visibility
Our proven Small Business CRM Playbook™ will get your teams and business processes on the same page.
Audit
Complete the questionnaire so we can discuss your unique situation.
Implement
Connect and configure your CRM solution to your business processes.
Managed Services
Increase your visibility, leads, and make more sales.
Lidi has been an incredible partner in our Development work at Rocky Mountain Prep
She not only helped us update and build out our Salesforce platform but provided us with coaching that shifted how our team leverages Salesforce in our day-to-day work. We now have a monthly process for reconciliation between our finance and development teams to consistently stay on track throughout our fiscal year. As a school network, our accounting is complex, so Lidi's insight and expertise have been essential to building a Salesforce system that makes this process possible. Lidi is also just a genuinely kind person who approaches her work with a sense of humor, thoughtfulness, and care for each of her clients. I highly recommend her for any and all of your Salesforce/CRM needs 🙂
Lela Johnston
Rock Mountain Prep
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.
Our technical background and business experience lead to a unique strategic expertise that enables us to help growing US companies like yours set up their Salesforce CRM in a way that aligns with operations and increases efficiencies - saving time and money.
You get a tailored service, not just out of the box – which means we listen to you, understand your business needs, and then work together to create the system that’s best for your company.
We also provide long-term support, so your organization stays on track and makes the most out of Salesforce.
At CRM Growth Strategy, we empower businesses to grow using our proven CRM Playbook™.
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.
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
Commonly asked Salesforce questions
Our process is broken into three phases: Design, Develop and Deliver. When we work on the Salesforce platform we create the configuration in a Sandbox and work with our clients to review and test the configuration before moving to production. 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.
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.
Avoid these 5 mistakes when getting started with Salesforce CRM
Salesforce is the perfect system to help you achieve your business goals, however, the learning curve is steep.
We have outlined how you can avoid making crucial mistakes during Salesforce implementation to help you on your journey!
God help us, we're in the hands of engineers. Do you have any idea how long it takes those cups to decompose.
Just my luck, no ice.
You know what? It is beets.
I've crashed into a beet truck.
Jaguar shark! So tell me - does it really exist? Yes, Yes, without the oops!