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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.

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

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

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 🔥

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.

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

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.

Top 4 Time Management Software & Tools in 2024 - Best Time Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Time Management software alternative is best for your team in 2023?

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?

Best Time Management Software 2024: Motion vs Reclaim vs Clockwise Video posted on Apr 15, 2024 -

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.

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

Top 9 Email Clients in 2024 - Best Email software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email software alternative is best for your team in 2023?

Arc Browser vs Chrome vs Safari 💻 Video posted on Aug 15, 2023 -

Top 2 CMS Platforms in 2024 - Best CMS software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CMS software alternative is best for your team in 2023?

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

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

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

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

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

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

Top 3 Website Builder Software & Tools in 2024 - Best Website Builder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Website Builder software alternative is best for your team in 2023?

If Google Analytics (GA4) is confusing, try Fathom Analytics 🫶 Video posted on Jun 26, 2023 -

Working and Angel Investing with your Spouse (A-Team Mini-Series) Podcast posted on Aug 28, 2023 -

Everything We Automate In Our Business Pt. 2 (Asana + Help Scout + Harvest Integration) Video posted on Nov 04, 2022 -

Is Mercury an Expense Management Software Like Divvy? Video posted on Jul 31, 2023 -

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

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

When *That* Jerk Takes Your Username 🤬 Video posted on May 19, 2023 -

Optimizing Life - Interview with Andra Vomir Podcast posted on Mar 29, 2023 -

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

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

Copper Discount Code - Free Crash Course ($1,200 Value) + Bonus Offer—no strings attached, just sign up through us and lock in any future Copper courses for free.

Top 4 Knowledge Base Software & Tools in 2024 - Best Knowledge Base software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Knowledge Base software alternative is best for your team in 2023?

Top 14 Web Browsers in 2024 - Best Web Browsers software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Web Browsers software alternative is best for your team in 2023?

From paying this app $20/mo to giving them $35K (Angel Investing Story) Podcast posted on Sep 19, 2023 -

Is Superhuman Worth It? 5 Signs You Should Leave Gmail/Outlook in 2024 👋 Video posted on Feb 09, 2024 -

folk Discount Code - 10% Off Annual—no strings attached, just sign up through us and lock in any future folk courses for free.

How To Use Motion App For Project Management (The Most Detailed Tutorial & Review!) Video posted on Feb 28, 2024 -

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?

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).

On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

Outfunnel Discount Code - Free Marketing Email Automation Feature—no strings attached, just sign up through us and lock in any future Outfunnel courses for free.

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

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

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

Smart Charge America Testimonial for Efficient App (Alex Bass) During Zapier Annual Keynote Speech Video posted on Feb 17, 2023 -

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

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.

Everything We Automate In Our Business Pt. 1 (Outfunnel + Copper + Webflow) Video posted on Oct 26, 2022 -

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

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

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

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

Airtable Workflow Design Discussion with Alex Bass (BuiltOnAir) Podcast posted on Mar 11, 2019 -