CRM Best Practices

Ever wonder "How to CRM?" This is the place for you. Learn how to use Copper to your advantage.

10 Topics

Brant Giovannetti
Brant GiovannettiNew Participant
asked in Ask a Question or Share an Idea

Spirits Industry Adaptation

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. 

1
Michelle from Copper
Copper Employee
4 days ago
S
SeanHoytNew Participant
asked in Ask a Question or Share an Idea

Filter By Relationship

The new filtering features are nice, but the ability to filter a task list by relationship would be very helpful.

4
S
6 days ago
D
DanThorNew Participant
asked in Ask a Question or Share an Idea

To Do Items In Opportunity Vs Project

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?

1
Michelle from Copper
Copper Employee
10 days ago
L
LisaArmellinoNew Participant
asked in Ask a Question or Share an Idea

Auto Logger duplicating activities on my Android

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!

2
Michelle from Copper
Copper Employee
19 days ago
C
CamilleNew Participant
asked in Ask a Question or Share an Idea

opportunity conversion rate between stages

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

9
Natalie from Copper
Copper Employee
25 days ago
R
RhodesNew Participant
asked in Ask a Question or Share an Idea

Conversion Rate Calculations

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?

7
R
1 month ago
M
Michelle HNew Participant
asked in Ask a Question or Share an Idea

Best Practices for a Recruiting firm

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!

3
Michelle from Copper
Copper Employee
2 months ago
Mauricio Chavez
Mauricio ChavezEngaged User
asked in Ask a Question or Share an Idea

Does everyody uses Pipelines?

Hi all,I’m truly wonderng if eveyone uses Pipelines. Even though we know them very well, is not necessarily something that fits in our workflow, nor willing to implement them into our current way of lead conversion. Just curious. Thanks!

2
Mauricio Chavez
2 months ago
J
JSJNew Participant
asked in Ask a Question or Share an Idea

Tracking Past Companies

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!

1
A
Copper Employee
3 months ago
Ken from Copper
Copper Employee
Ken from CopperVP of Customer Success
published in Ask a Question or Share an Idea

Houwzer Grows Team of Real Estate Agents While Using CopperCase Study

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

843
alex
1 year ago

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