Hi Copper community! We have a new case study featuring BoxUp, a custom packaging provider that’s been scaling with Copper for over 6 years. 🙌 Copper is their unified hub for customer-facing teams, including their Customer Service Representatives (CSRs), Sales team and Order Entry team.
These teams often hand off information and opportunities to each other and their management team - and they do that easily within Copper, where their data is centralized and organized across their 7 pipelines.
Their customized setup and use of automations make things easy and efficient:
- Copper’s Gmail integration automatically logs customer communications from teammates’ Gmail inboxes.
- Workflow automation triggers creation of reminders and tasks to follow up with prospects and on project quotes.
- Email sequences automate parts of their lead nurture process and capture valuable engagement information.
- Zapier automatically enters order and customer information when someone registers an account or places an order on their website.
With all their data in Copper, BoxUp has uncovered insights that drive sales. For example, after using email sequences they saw that their plain-text emails had a 10x higher response rate than stylized HTML emails. 👀
Next, the BoxUp team will be working on building more reports, some data cleanup, and more testing and fine-tuning of their email sequences.
This case study shares a lot of interesting details, so make sure to check out the full post here!