Salesforce Coaching for Nonprofits

Keep track of your donors, revenue, volunteers and community in one place. Small Business CRM Coach has the perfect Nonprofit Success Pack for your Organization!

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 Salesforce NPSP coaching if you...

  • Are using Salesforce Nonprofit Success Pack (NPSP)
  • Feel overwhelmed and you are not sure how to start
  • Don’t know how to import your data into Salesforce
  • Know your team doesn't know how to use the system
  • Are using spreadsheets to track your revenue and donors
  • Have data in several systems

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 you can keep your community engaged

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

Cultivate your relationship with your stakeholders

Make More Sales

Maintain touchpoints and relationships with clients

Great support for Salesforce data migration & customizations

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.

Kent MacLennan

Colorado

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 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.

Salesforce NPSP Jump Start package

3 months

60-hours

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 NPSP questions

Why Salesforce NPSP?

Because Salesforce offers a free instance of their platform for nonprofits for up to 10 users. It is a powerful platform with a lot of options for customization. The Nonprofit Success Pack that comes with it is customized to handle a lot of business processes that are common for nonprofit organizations. It also includes a volunteer management module.

 

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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