CRM strategy to increase your sales
When not setup properly CRM systems are challenging to use, but it doesn’t have to be this way.
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 CRM strategizing if...
If so, you need to customize your CRM. Once implemented, you’ll be able to “see” your process and make strategic business decisions.
When your CRM works so does your sales pipeline
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.
We have used Salesforce as our CRM since 2012. In that time we have used various consultants and DIY to administer our instance. Our company has grown significantly over the past two years, which caused us to need a consulting company that would make sure our Salesforce instance worked the best for us. We chose to work with CRM Growth Strategy after being referred to them by a consultant.
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. I feel like I have a partner in making sure Salesforce and our team works best.
Leah Brandt
Las Vegas
Your CRM Strategy Partner
As a leader within a rapidly growing business, you know you need to put systems and processes in place to be able to grow as fast as you want to. You know that Salesforce can help you, but you don't know how to make best use of it.
CRM Growth Strategy can help. We meet you where you are, uncover your business needs, and then together, we implement a Salesforce system that aligns with your operational priorities.
We get you started with Salesforce in the right way.
At CRM Growth Strategy, we empower businesses to grow using our proven 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.
Jump Start Consultancy Package
3 months
6 sessions (90 minutes)
This package will help you gain visibility and certainly in you CRM process
3 months
6 - 8, 90-minute sessions
This package will help you gain visibility and certainly in you CRM process
Commonly asked Salesforce questions
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.
