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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 -

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.

What is a CRM? Video posted on Jan 11, 2023 -

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

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

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.

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

Top 5 B2B Software Tools We Can't Live Without Video posted on Oct 21, 2022 -

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.

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

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.

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

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.

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.

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

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.

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

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

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

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).

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

HubSpot + Surfe Integration—Easily add LinkedIn Contacts and conversations to Hubspot CRM without ever leaving LinkedIn & Track leads and conversations in Hubspot CRM without ever leaving LinkedIn

Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

Pipedrive + Surfe Integration—Easily add LinkedIn Contacts and conversations to Pipedrive without ever leaving LinkedIn & Track leads and conversations in Pipedrive without ever leaving LinkedIn

Salesforce + Surfe Integration—Easily add LinkedIn Contacts and conversations to Salesforce without ever leaving LinkedIn & Track leads and conversations in Salesforce without ever leaving LinkedIn

Copper + Surfe Integration—Easily add LinkedIn Contacts and conversations to Copper without ever leaving LinkedIn & Track leads and conversations in Copper without ever leaving LinkedIn

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

Copper + Harvest Integration—All your clients in Copper in Harvest without lifting a finger & Keep your project budgeting under control, start tracking time the second a lead turns into a customer

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

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

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

Copper + QuickBooks Online Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create an invoice again

Copper + PandaDoc Integration—Automatically populate & send proposals from Copper & Save time, reduce friction, and deliver secure proposals from Copper effortlessly

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?

Pipedrive + Asana Integration—Automatically trigger an Asana project template or task straight from Pipedrive & Delegate work to your team at the perfect time, remove friction and time spent adding tasks to Asana

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.

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 + Xero Integration—Automate Invoice Creation & Keep Contacts In-Sync & Never manually create another invoice again

Copper + Luma Integration—Attendees registration details sent straight to Copper & 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.

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

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

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

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

The CRM for enterprise teams (1,000+) with highly complex processes. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for small + medium teams (200 or less) that are using Microsoft 365. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for small + medium teams (200 or less) that use Google Workspace. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for heavy call & sms—focused small and mid-size sales teams