Best Practices for Marketing Teams

The following is a Q&A with our Marketing Team around what a Sales Team using Copper should consider.

How will a Marketing Team use leads, people, companies and/or opportunities?

A marketing team will typically use Copper as a data warehouse. A Marketing Team who wants to capture what happens on the sales side of things might want to export leads and opportunities to audit how well its lead-generation initiatives have worked, and which have created the most opportunities.

This can be done by creating a filtered list, then exporting it

So the Sales Team will determine how leads, people, companies and/or opportunities are defined. The Marketing Team will just pull that data to audit its own efforts outside of Copper.

Will a Marketing Team use a Pipeline?

Probably not. A Marketing Team is looking to export data from Copper, not move information through Copper. 

What custom fields should a Marketing Team add to records?

We want to go deeper than the default 'Loss Reasons' when you lose an opportunity. You could keep the default loss reasons and augment them with a second custom field that lets you choose a more specific reason, like the loss of a feature. Or you can add all the reasons you're trying to track to the 'Loss Reasons' field.

What integrations would a Marketing Team benefit from?

MailChimp is a popular integration for marketing teams. MailChimp lets you send targeted email campaigns to Copper contacts. 

Check out our integrations marketplace for even more integration options.

Still have questions?

Still have questions? Ask in our Community, and get answers from our Customer Success Team as well as fellow users.

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