Take FULL Advantage of your
Small Business CRM Coach has the skill, knowledge and process to guide you as you to take ownership of your CRM and improve your system.
Take FULL Advantage of your CRM with Salesforce!
Small Business CRM Coach has the Expert Guidance that you need to take ownership of your CRM and improve your system.
I get it, CRM Systems can be difficult and frustrating to implement.
At Small Business CRM Coach, we understand that you want your Salesforce App to work for you. The whole reason that you started the process of implementing a CRM was to take a load off of your shoulders and free your staff from some of your tedious admin tasks. But now you're finding yourself putting in more time trying to figure out how to configure and use Salesforce. Are you starting to wonder if it's really worth it?
When you work with a Certified Administrator...
You can take FULL Advantage of everything Salesforce has to offer your business!
Without an Expert to help, implementing a new CRM can feel like assembling furniture without the instructions.
Is a Certified Administrator right for you?
We want to work with you if:
We're Great At What We Do ... Don't Just Take Our Word For It
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 🙂
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.
Start Working With
We offer Salesforce packages starting at 60-hours over a 3-month period.
3-months provides ample time for you and your staff to learn the system while it is being configured.
It all begins with a 30-minute Consultation.