Salesforce Audit

Review your current configuration, understand your business processes, and identify the main areas of improvement for your system configuration

Not sure which CRM to choose for your business? Take our Quiz and find out.

Not sure which CRM to choose for your business? Take our Quiz and find out.

Who is this for?

Our Salesforce Audit is ideal for organizations that have been using Salesforce for a while, but they are not getting the results they expected from the system. The system itself might even be a mess.

Why is my Salesforce a mess?

There are several reasons why your organization’s Salesforce CRM might be a mess:

  • The person who implemented Salesforce did so without fully knowing how CRM systems work.
  • They didn't hire another consultant after the last one left.
  • Your organization is growing quickly, and the configuration that was originally completed no longer matches your needs.

Salesforce Audit in practice

Our client in the financial services industry had worked with a Salesforce consulting company for a while, but the consultant they enjoyed working with left the organization. Their CEO at the time was concerned about Salesforce updates that were not yet reviewed and updated in their Salesforce Org. 

As part of our Salesforce Audit, we created a roadmap for Salesforce implementation for them. Since then, they moved into our Salesforce Implementation, and we are now under a Managed Services engagement.

Case Study: Salesforce Audit in practice

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

Salesforce Certified Administrator
Certified Platform App Builder
Certified Salescloud Consultant
Certified Service Cloud Consultant
Salesforce Certified Experience Cloud Consultant
Salesforce Partner

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.

Commonly asked Salesforce questions

What is your process?

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.

How long does it take?

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. 

Why should I work with you?

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

Photo of Lidiane Mocko with the title 5 Mistakes to Avoid When Implementing Salesforce

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!

5 Mistakes To Avoid When Implementing Salesforce CRM

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