Welcome to Copper CRM! This guide will walk you through the essential steps to successfully implement and utilize Copper within your organization. We'll cover everything from defining your business needs and setting up your account, to exploring core features and leveraging integrations. Let's jump in!
First, let's identify the primary pain points your business faces. What specific areas could a CRM significantly improve?
By pinpointing your team's workflow challenges and your business's critical pain points, you can build your ideal solution. Let's explore how a CRM can empower your team and drive overall business growth.
Connect: How do we collect and capture contact details and information?
Win: How will we differentiate ourselves and persuade the client to choose your solution? What's your step-by-step plan to close the deal?
Deliver: Now that the deal has been won, how do we deliver and provide the services that we committed to?
Grow: We've secured the client and delivered. Now, how do we nurture this relationship and foster future growth?
Planning your CRM - The 4 W’s
WHY did we make the investment? What changes are you looking to make to your business processes that inspired the purchase of a CRM?
WHO is going to use Copper? Who are the key stakeholders who will benefit from Copper? Will Sales, Account Management, or Operations be the primary users? Understanding your user base will help shape your CRM strategy.
WHAT features are you most interested in? What drove you to purchasing Copper CRM? What features and functions are you looking to use and dive deeper with to achieve your goals?
WHERE is your data now and do you have access to it? Where is your current customer data stored? Are you migrating from another CRM, using spreadsheets, or relying on email?
Copper 101: The basics
How do I access Copper?
Your team can access Copper CRM through our mobile app, Chrome extension, or the web app. Each platform provides the same features and information, so you can choose the best way to work.
Use Copper from Gmail (Chrome Extension)
If you are someone that lives in Gmail, adding the Chrome extension allows you to have all of the contact details and activity right beside your email.
Full web app
If you are someone managing processes and day to day relationships, the web app gives you a larger view of everything Copper and allows the ability to email and collaborate internally and externally.
Mobile for iOS or Android
If you are someone managing relationships away from your desk, the mobile app gives you access all details and activities as well as adding new contacts via our Business Card Scanner. Great to jump into quickly after a meeting and add your notes.
How does Google sync with Copper?
Here’s how Google Sync works:
Email: When any user in Copper emails a contact added to Copper, all emails between those two will automatically sync into Copper.
Emails are public to all other Copper users, however you can change email visibility to “private by default” for specific users, or for all account users.
Copper does not automatically add contacts to Copper. You must decide to add that contact to Copper. Once a contact is added to Copper, we will sync one year of email communications.
Calendar:
Any calendar event booked in your Google Calendar between a Copper user and a contact will log under related calendar events in company, people and opportunity records where the contact is associated..
You can also click to book a calendar event from Copper that will automatically open your Google Calendar to complete the booking process.
Tasks: Each user can choose whether you want to sync tasks to your Google Calendar. The benefit of this is so you can manage your schedule and tasks in a single place. Click here to learn more.
Contacts: Each user can decide whether to activate the Google contact 1-way Sync for their account. If activated, Copper syncs contacts (and updates the contacts’s profiles) to Google calendar. Click here to learn more.
Records: People, Companies, and Pipelines are Copper’s core record types. These record types will store key information for your business relationships. Leads, Tasks and Projects help support these core Copper records.
People: contacts you currently work with, would like to work with, or have worked with in the past.
Companies: organizations you currently work with, would like to work with, or have worked with in the past.
Opportunities: A Pipeline represents a process with different stages. An Opportunity it an item that move along that Pipeline.
Relating records: While records are informative on their own, it's beneficial to relate records to each other to provide more context and increase your workflow efficiency. Click here to learn more.
Click here for a walk through of the Google Suite Integrations to see more details and the big picture.