Salesforce Managed Services

Salesforce Managed Services enable you to stay on top of Salesforce’s frequent releases and changes and help you understand which new features are relevant for you and your team.

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 Salesforce Managed Services?

Managed services is a term often used in the IT industry to describe outsourcing the management and maintenance of systems. Salesforce requires maintenance - it has three releases each year, and with each release, new features are incorporated into the system, and old ones are retired. It is critical to have someone keeping up with these changes and helping you to understand which new features are relevant for you and your team.

Who is this for?

This package is ideal for clients who have completed a Salesforce Implementation project with us and need ongoing system maintenance and engagement customized to their organization's needs.

What is the deliverable?

Salesforce Managed Services is outsourcing the management and maintenance of your Salesforce system, including keeping up with new releases and features.

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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