Salesforce Implementation

Salesforce implementation is a process of reviewing your organization's business processes and mapping them to the CRM system. The default configuration from Salesforce rarely matches your exact process and typically needs 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.

What is a Salesforce Implementation?

Salesforce implementation is a comprehensive, iterative service that requires engagement from your team along the way. It consists of:

Reviewing your company processes

Updating your system so it aligns with your organization’s operations including: 

  • Reviewing and updating the marketing and lead management process, sales process, and customer service process
  • Configuring reports and dashboards to track your key performance indicators
  • Updating the language in the system to align with organizational vocabulary

Training for each department in your organization, to help them understand how to use the system and how the system can help them increase their productivity

Implement integrations with other systems and automations to improve the user experience

Who is this for?

This service is ideal for growing organizations that are implementing Salesforce for the first time or need a follow-up to our Salesforce Audit package.

What is the deliverable?

We deliver a customized version of Salesforce that fits your business needs, along with documentation of the system's configuration and training sessions.

Salesforce Implementation in practice

We helped Access Opportunity - A Colorado Nonprofit get started with Salesforce. They were using a different CRM system, but it was not giving them the visibility they wanted or allowing them to collaborate in the system in the way they needed. 

We worked together for 12 months, laying down an initial configuration for their fundraising team and then building up additional configurations and integrations for the programs team.

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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