![[Case Study] How Diag Partners manages 50,000+ People records in Copper while maintaining a streamlined sales process](https://uploads-us-west-2.insided.com/copper-en/attachment/c59ff3b8-c070-4379-a848-380b9333a1a5_thumb.png)
Meet Diag Partners 👋 a Michigan-based boutique recruiting firm specializing in staffing, recruiting and consulting. In our latest case study, we sat down with co-founder and Operations Partner, Carl Saad to learn how Copper has simplified life for their team, improved organization and ultimately allowed them to better serve their clients 💪
When Diag Partners first started their search for a CRM, the main challenge was a broken “telephone game” experience 📞 — internal communications would pass from department to department, with many important details lost along the way. As an organization using a hands-on approach to recruiting, this was something they couldn’t afford. Most firms use an application tracking system (ATS) integrating with job posting sites. But Diag Partners differentiates themselves by selectively sourcing top talent, so an ATS was something they didn’t need or want (though Copper can be integrated with several ATS systems). They needed a CRM with comprehensive features — Gmail integration, most importantly — to organize their team and grow client relationships.
When Carl found Copper, he knew the ability to customize the platform and automate data entry made it the right choice for his business — so he jumped right in 🚀
“I went a little nuts on my customized fields,” Carl said, “But it was pretty fun, frankly, because I finally found a system I could use.”
Download the case study to learn how Diag Partners set up multiple pipelines to organize their team and supercharged their sales processes with automation. As a distributed team across California, Ohio and Michigan, Copper is their single source of truth — managing and maintaining over 50,000 People records in their account.
“For a midsize staffing company to be able to stay organized like this, that’s a KPI in itself. Most staffing companies are using Excel or some sort of spreadsheet.”
