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Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

How To Use CRM Opportunity Pipelines Video posted on Nov 19, 2020 - Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this video I'll answer both of these questions & more 👌🏻 A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there. I've outlined some powerful prompts in the article below to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

How To Use Leads, People, Companies, Opportunities, & Projects In Copper CRM Video posted on Nov 03, 2020 -

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

CRM Automated Email Sequencing (Communicate) Video posted on Aug 15, 2020 -

NEAR Foundation has given away $45M+ in funding to 800+ projects through a grant deployment program that we automated.

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

The 5 Best Google Sheets Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Communicate Integration—Automatically send transactional emails in each stage of your pipeline & Send personalized emails automatically without an unsubscribe link

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

Monday Review 2024 (Project Management): Is Monday worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

The 5 Best Airtable Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce Review 2024 (CRM): Is Salesforce worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Mailparser Review 2024 (Automation): Is Mailparser worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Business Partnership, Setting Boundaries, Splitting 50/50, What If We Broke Up? Podcast posted on Oct 17, 2023 -

Close Review 2024 (CRM): Is Close worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

folk Review 2024 (CRM): Is folk worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

There are dozens of hours that can be saved by integrating software.

Google Calendar Review 2024 (Calendar): Is Google Calendar worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

The 8 Best Salesforce Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

The 9 Best Streak Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

The 8 Best HubSpot Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

Everything you need to know about the main differences between HubSpot and Copper CRM.

2 Reasons Why You Shouldn’t Use Airtable or Notion As Your CRM Video posted on Jan 13, 2023 -

“For the first time, I could see how much time in human capital this would save our staff by automating some of our systems.”

Copper + Ironclad Integration—Automatically send secure contracts at the time they are needed & Save time, reduce friction, and deliver secure contracts from Copper effortlessly

The 8 Best Folk Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 8 Best Copper Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.