CRM Best Practices
Ever wonder "How to CRM?" This is the place for you. Learn how to use Copper to your advantage.
I operate within the confines of a controlled liquor state, meaning I often am unable to track sales through traditionally methods and have been trying to adapt this software somewhat to provide a more full picture of sales efforts, conversion, and market trends that will inform our quarterly strategy moving forward. Does anyone have experience in this specific industry? The standard Pipelines/projects are not necessarily all that helpful, but maybe I am missing a way to customize more fully. Any info would be helpful, otherwise I’ll keep plugging away in settings.
I’ve run into an issue where I have an opportunity with a task. I’ve also created a project associated with that opportunity. But I’m finding I duplicate to-do items. I have the same to do items in the project and in the opportunity. I like the board view of the project, but the to do items don’t sync to the opportunity. Is there a way to have them sync or should I try a different work flow?
Hi, My auto logging on android duplicates all of my calls and text messages a second time, so I have double activities for calls and texts in my customer records.What can be done about this? I make calls and perform text messages through the app and they get logged when I do them. Then when I open the app again the next day, my activities from the day before auto log again as the app is loading.Please help, thank you!
Hi,I'd like to build a Funnel conversion report, to track opportunity conversion rate between stages in my pipeline. My goal is to confirm wether the win probability % for each pipeline stage is accurate or not, and to monitor its evolution over time. Could you help me do that please?Thanks a lot for your help!Camille
Our cold email introduces us to warm contacts. We add these contacts to Copper as “people.”We have not currently been putting them into the pipeline at that point because that could be 50+ people per week but we do need a metric on warm lead to meetings booked to close.Can you please provide best practices?
Hi everyone! I am a Talent Coordination Specialist at SymphonicHCM. We are a recruiting firm, and I was hoping to get some input from others that are also using Copper for recruiting. Does anyone have any specific features in Copper that they have found to be extremely useful? I was also hoping to get some insight on how others are using Copper exactly for their recruiting firm and some best practices and advice on this. Thank you!
Hi there. We would like to be able to track People and their entire work history which means that we will sometimes have them associated with more than one company. Is there an easy way that anyone uses to track a person’s record and associate it with both their current company AND their past company? Thank you!
Back in late 2015, we shared why Houwzer was on a mission to democratize real estate by helping consumers find a better way home – and how Copper was helping them along the way. Director of Sales, Dave Speers, mentioned that their goal was “to leverage CRM like no one has ever done it in the real estate space.”A year and a half later, it’s safe to say the Howzer team, and its 40+ users, are doing just that.“When we began building our sales team, it was just me, and I was coming down from a really terrible Salesforce experience at my previous company,” Dave recalls.“The cost of Salesforce was unbelievable. I spent way too much time logging data, and my team couldn’t afford the add-ons that would help us do our job. It was part of the reason I ended up leaving that role.”This was resolved as soon as Dave found Copper. “Upon joining the Houwzer team, we set out to find something that would automate as much as possible for future agents,” he says.“We wanted to make it as easy as possible a
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