CRM coaching 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.

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

You need CRM coaching if...

  • You're not getting the value you expected from your CRM
  • You can't trust the data in your CRM
  • Your team doesn't know how to use the CRM
  • Your sales process is not configured
  • You cannot find a list of your clients in your CRM
  • You feel overwhelmed when you try to use your CRM

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

What we got went beyond what I imagined was possible

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.

Christian

Vancouver

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.

Have a different CRM? Click Here

Steps to greater visibility

Our proven Small Business 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 Coaching Package

3 months

6  sessions (90 minutes)

This package will help you gain visibility and certainly in you CRM process

  • 3-months
  • Small Business CRM Playbook™ process
  • Together we will Design, Develop, Deliver

3 months

6 - 8, 90-minute sessions

This package will help you gain visibility and certainly in you CRM process

  • 3-months
  • Small Business CRM Playbook™ process
  • Together we will Design, Develop, Deliver

Commonly asked Salesforce questions

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. 

What are the steps to 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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