How will a CRM help my business?

When tracking your sales in spreadsheets is no longer working for you, a CRM will help you grow.

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 a CRM if you...

  • Are using excel spreadsheets to track sales
  • Want to know who are your potential clients that your sales team is working with
  • Want to grow your business with an efficient use of technology
  • Need visibility to make strategic decisions
  • See that your business is growing and your leads are falling through the cracks
  • Want to have consistency in your sales process

If so, you need to implement a CRM. Once implemented, you’ll be able to track your sales process and your business growth.

When you have a CRM it is easier to increase sales

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 Mocko’s Consulting 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

CRM Coach Lidiane Mocko

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.

CRM Coach Lidiane Mocko

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.

Improve Sales with Keap
Improve Sales with Salesforce
Improve Sales with Zoho
Improve Sales with Pipedrive
Improve Sales with Hubspot
Improve Sales with Keap
Improve Sales with Salesforce
Improve Sales with Zoho
Improve Sales with Pipedrive
Improve Sales with Hubspot

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.

CRM Selection Process

1 month

We will review up to 3 CRM systems

This package will help you to find the right crm for your business.

  • Are you using excel spreadsheets to track sales
  • Do you want to know who are your potential clients that your sales team is working with
  • Do you want to grow your business with an efficient use of technology

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.

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. 

5 things to watch out for when selecting 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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