CRM coaching to accelerate your growth

Gain visibility into your sales process to 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.

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

I need a CRM

I'm a nonprofit

I have Salesforce

Is your sales process costing you money?

  • You lose prospects "through the cracks"
  • You don't have time to customize your CRM
  • You don't have a CRM (and you're not sure you need one)
  • Your team is not using the CRM
  • You don't have a system for following up
  • You think a CRM is for "other businesses", not yours
  • Your CRM is not being used to make strategic decisions
  • Your CRM does not provide the visibility you want

If so, you need to customize your CRM. Once implemented, you'll be able to "see" your process and make strategic business decisions.

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

Thank you for opening us up to new ideas

We have had the pleasure of getting Small Business CRM Coach guidance in learning new CRM software. Their team is very knowledgeable with all the platforms and integrating applications that work with our existing system. Thank you for stretching our reach to new customers!

Peter Copeland

Owner, Sir Speedy North Denver

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.

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 Small Business CRM Playbook™ will get your team and business processes on the same page.

Apply

Answer a few questions 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.

Keep the sales funnel full!

Our company had never used a CRM system before. We hired Small Business CRM Coach to evaluate our needs and help us determine which software would work best for our sales process. We have entered almost 2,000 deals in the last 12 months and couldn't be more pleased with our decision to hire Small Business CRM Coach, and the group’s decision to use Pipedrive!

Paul

Colorado

Coaching

1:1 CRM coaching sessions so you fully implement your CRM

Selection

Find the right CRM for your business

Salesforce

Done for you service using our Small Business CRM Playbook™

Nonprofits

Salesforce NPSP implementation and coaching

Commonly asked CRM questions

Which CRM should I choose?

There are a lot of details to consider when choosing a CRM. That's why we have a selection process package to help you  find the right CRM for your organization. Click here to learn more about our CRM Selection Package.

 

Which CRM systems do you work with?

Since I started my business I have worked with Salesforce, Keap (formerly Infusionsoft), Insightly, Pipedrive, Zoho CRM, Hubspot and Active Campaign. At the core, all CRMs have a database with Contacts, Accounts and Opportunities. Before working with CRM systems I was a software engineer with exposure to different roles in this industry. It is this extensive experience that will be working on your behalf, if you choose to work with us.

 

What is your process?

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.

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. 

 

When can we get started?

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.

 

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 a CRM

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!

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!

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