Does your business or nonprofit
organization need a CRM?

After going through the CRM 101 presentation, I am convinced that many of the tools available through CRM will help increase process efficiencies and decrease much of the manual work.

The Mocko Consulting team is very good at explaining what CRM is, why every business owner needs it, and most importantly, at explaining which tools would be ideal- or tools to avoid- for each business's needs.

Lidiane Mocko really cuts through all the unimportant issues, to provide the best solution possible.

The Natural Acne Clinic initially hired Lidi to help us select and implement a CRM system to help us handle our extreme growth. Lidi did help us implement and dial-in our CRM system and that was just the beginning. She then helped us integrate our CRM and scheduling app by developing a connector. She also helped us develop and deploy a proprietary platform where our Clear Skin Coaches can interact with our clients. Our growth has only accelerated since working with Lidi to implement systems and tech to deliver our Clear Skin Program. Lidi is incredibly honest and trustworthy. She has been there for us on Nights, Weekends, and Vacations the times we had emergencies. There are many great consultants that specialize in tech for large companies. There are not many great one that can design and implement a tech stack geared towards start-ups and small businesses. Thank you Lidi, you are doing a great job!

We have had the pleasure of Mocko Consulting’s 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 opening us up to new ideas and stretching our reach to new customers!"

Our company is under 10 people and we had never used a CRM system before. We hired Mocko Consulting to evaluate our needs and help us determine which software would work best for our sales process. After reviewing a few options we decided on Pipedrive for a few reasons.

First, the deal dashboard is by far the most visually pleasing and it gives us instant awareness of the deal status. Second (and third), it was very affordable and easy to use. Ease of use and speed of entry were major factors for us. The layout is perfectly logical and easy to master. Lastly, there is an easy to use app for your mobile device that allows access to contacts, deals, addresses, etc.

We have entered almost 2,000 deals in the last 12 months and couldn't be more pleased with our decision to hire Mocko Consulting, and the group’s decision to use Pipedrive! Keep the sales funnel full!

I learned so much in the CRM Online Course offered by Small Business CRM Coach. Lidi has thought of everything that a business owner should consider when setting up a business. I found a CRM tool to support my business and also thought through many aspects of my business that I had not previously considered. I appreciate how the course moved my thinking forward.

We'd been looking for someone to support a migration to SalesForce for a long time and Lidiane Mocko at Small Business CRM Coach was a perfect fit. She streamlined the process, supported our staff to implement and helped identify critical customizations to make the system work best for our nonprofit. She's also continued supporting us over time, helping us automate some other online processes. Lidi is solution-oriented, dedicated to us as a client and a supporter of our mission.

I was convinced that we would need to make a lot of compromises between what we wanted from the CRM and what Small Business CRM coach and the CRM application itself could deliver for us.

Our business had reached a point where I could see no more up-scaling potential and I was worried that we would not find anyone who would understand our business and what we needed.

What we got went beyond what I imagined was possible, we were able to get to a level of customization that solved problems I had almost already accepted as given. Small Business CRM coach quickly understood our business model and the key challenges we were facing and came up with innovative and pragmatic solutions. This helped us think in a new way about our business.

It is energizing and motivating to see what is now possible thanks to our own customized CRM, and with Small Business CRM coach we have a partner to help us get to the next level.

Small Business CRM Coach has been an incredible partner in our Development work at Rocky Mountain Prep. She not only helped us update and build out our Salesforce platform but provided us with coaching that shifted how our team leverages Salesforce in our day-to-day work. For example, we now have a monthly process for reconciliation between our finance and development teams to consistently stay on track throughout our fiscal year. As a school network, our accounting is complex, so Lidi's insight and expertise have been essential to building a Salesforce system that makes this process possible. Lidi is also just a genuinely kind person who approaches her work with a sense of humor, thoughtfulness, and care for each of her clients. I highly recommend her for any and all of your Salesforce/CRM needs 🙂

Lidi and her team have tremendous knowledge and expertise to help you decide on which CRM system best meets your unique business needs. Take the time and have a conversation to see if she can help you.

The Mocko Consulting team is simply amazing, they have been helping us automate our marketing/sales process and has delivered tremendous value for our company.

The new CRM significantly improved our business in a very short period of time. Not only did sales increase, but the time I spent working on sales went down, a lot! I suddenly had time to focus on really finding the right vacations for my clients, rather than spending time on admin & repetitive tasks and just trying to find time to get everything done.

The leads from my website go straight into the CRM, no adding the information manually. The pipeline & related tasks for each client are quick & easy to add in & keep track of in the new system, so nothing gets missed. Once my clients book, I no longer have to spend precious time typing in all the new tasks that need doing, it's set up so everything goes into the system automatically with the right dates, like magic...My new leads also automatically go into my email database, so it's kept up to date with no work from me at all.

Now I have more time to focus on the big picture, think about strategy, marketing, adding more products and many of the important projects, which often got put on the back burner before...I have even had more time to golf!! Thank you so much for your help with finding the right system for our small business, it has made the world of difference in 6 months.

We'd been looking for someone to support a migration to SalesForce for a long time and Lidiane Mocko at Small Business CRM Coach was a perfect fit. She streamlined the process, supported our staff to implement and helped identify critical customizations to make the system work best for our nonprofit. She's also continued supporting us over time, helping us automate some other online processes. Lidi is solution-oriented, dedicated to us as a client and a supporter of our mission.