My sales team is already in Copper and I’m hoping to get my Pm team in there soon. What’s the best way to organize the way they work together?
Best answer by Alyssa from Copper
Great question Ravi.
We recommend Sales and PM teams work together using Copper Projects. This feature enables post-sales delivery without switching tools or losing information.
If your Sales team already works in a pipeline, they can create a new Project for every deal they win. From there, the PM team has access to the existing customer information, as well as a place to collaborate, organize tasks, and store files.
Two key features of Projects that really drive Sales + PM collaboration are templates and creating a project from an opportunity.
Project templates enable the sales team to create projects directly from their sales pipeline.
Create a template by navigating to Projects, and choosing […] Actions > Create Template and enter a template name. Once created, the sales team can use this template to create a new project from a won opportunity.
Creating a project from an opportunity is just as easy. Let’s say a sales rep closed a deal. When they mark the opportunity as Won, this popup will appear:
To create a project from that opportunity, they can tick the checkbox and select a template from the dropdown. Now we have transitioned the sale into a project, for the PM team to start collaborating on!
Copper will automatically pull data from the opportunity, including the company, owner, description, status, created date, tags, and people. It will also relate the opportunity to the project so that you’ll have a direct link between them.
Less data entry, more collaboration!