A step-by-step process to end CRM overwhelm

Together we will design, develop and deliver a CRM system that is aligned with how you do business. We have created the Ultimate CRM Guide which we follow with all of our clients.

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.

Design

CRM Guide Design
CRM Guide Identify Goals

Identify Goals. We review and document the activities that we need to track in the CRM.

1

CRM Guide Define Requirements

Define Requirements. That's when we get clear on what you need.

2

CRM Guide Create A Plan

Create Plan. We map your sales process, contact segmentation and system integrations.

3

Develop

CRM Guide Develop
CRM Guide Configuration

Configure CRM. We customize your CRM with user profiles, sales process and other customizations. 

4

CRM Guide Validate Customizations

Validate Customizations. We review the configuration with your team and test it.

5

CRM Guide Import Data

Import Data. This is when the system starts to come together for you and your team. 

6

Deliver

CRM Guide Deliver
CRM Guide Analyze Information

Analyze Information. We review the system and identify adjustments after the data has been imported. 

7

CRM Guide Build Dashboard

Build Dashboards. We create reports that will feed your dashboards. 

8

CRM Guide Empower Teams

Empower teams. Now your team will contribute creative ways they are using the system. 

9

Design

CRM Guide Design
Identify Goals

Identify Goals. We review and document the activities that we need to track in the CRM.

1

Define Requirements

Define Requirements. That's when we get clear on what you need.

2

Create Plan

Create Plan. We map your sales process, contact segmentation and system integrations.

3

Develop

CRM Guide Develop
Configure CRM

Configure CRM. We customize your CRM with user profiles, sales process and other customizations. 

4

Validate Customization

Validate Customizations. We review the configuration with your team and test it.

5

Import Data

Import Data. This is when the system starts to come together for you and your team. 

6

Deliver

CRM Guide Deliver
Analyze Information

Analyze Information. We review the system and identify adjustments after the data has been imported. 

7

Build Dashboards

Build Dashboards. We create reports that will feed your dashboards. 

8

Empower Teams

Empower teams. Now your team will contribute creative ways they are using the system. 

9

You need CRM coaching if...

  • You've acquired a CRM and now need help to configure it
  • You're not getting the value you need from your CRM
  • Your team is not using the CRM
  • You're feeling overwhelmed when you try to use your CRM
  • You don't know how to find the right CRM for your business
  • You can bring more value to your business doing other things than configuring your CRM

If so, you need CRM Coaching. After we work together, you’ll be able to track your sales process and your business growth.

“What we got went beyond what I imagined was possible

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

Imagine if you could...

  • Have greater visibility over your sales and your team activities
  • Have a team that is collaborating, because they have a system for it
  • Know the exact amount of money that is in your sales pipeline
  • Have a pulse on your biz after looking at your dashboard for 5 minutes
  • Increase sales, because your opportunities are not getting lost in your inbox
  • Have a consistent sales process that everyone is following, because the system is configured 

Commonly asked CRM questions

Which CRM systems do you work with?

Since I started my business I have worked with Salesforce, Keap (used to be 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.

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. 

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