Hello Coppernauts! As we approach the end of the year we’re looking back on all the great happenings in the Copper community throughout 2021. From interesting customer stories to eBooks, how-to guides and product ideas, our community enjoyed some awesome content in the last year.
Here are just some of our fave posts of 2021:
How-to guides
Our success team has been working hard to bring you new how-tos and videos. Here are some of our top guides:
Activity types: Customization and best practices
We go over activity types and why they're important to customize as part of Chris’s end-to-end customization series.
Self-guided onboarding: Using and setting up Copper for the first time
We’ve simplified our self-guided onboarding into a series of bite-sized topics to help you get up and running easily.
An introduction to workflow automation
In this helpful video walkthrough, Michelle goes over what workflow automation is, how it works, and how to set it up.
We published over 70 new guides this year 🎉 — check them out in the resources section.
Product ideas
We love when Copper users share their feedback. Over the last few months, you’ve been submitting your product ideas and we’ve been listening 👂 Here are some of the suggestions we’re currently working on 💪
We’re currently working on enabling permissions for non-admins.
Stay tuned for this one!
You can now access your templates and merge fields on-the-go from within the Copper mobile app 🚀
Be sure to check out the product ideas section and upvote your favourite ideas.
eBooks
Your ultimate guide to Google Workspace
In this eBook, we dive into how the Google Workspace suite can help solve some of your common remote-work challenges so your team can work more productively and collaboratively in the new year.
Grow customer relationships through personalized marketing
Learn how business success is being totally redefined as marketing and sales move away from super transaction-focused relationships.
Redefining relationship building in a post-pandemic era: What the future holds
The pandemic greatly impacted how many of us interacted with our customers and colleagues from Zoom meetings to Slack channels and everything in between. As the world moves forward, our eBook explores what this means for relationship building in the post-pandemic era.
Use cases
Real estate pipelines & best practices
We explore how real estate teams leverage pipelines to build strong client relationships by reducing data entry, increasing their transparency, and providing quick insights.
Copper best practices: Consulting firms
In this post we cover two key Copper flows for consulting companies: managing new business relationships and nurturing current clients.
Venture Capital firms pipeline best practices
Learn how VC firms can use multiple pipelines to avoid lack of visibility into different relationships and better track how teams are progressing across opportunities.
Customer stories
Copper inspiration series: Peerceptiv
We’re celebrating our customers doing good in the world and enacting positive change. Learn more about Peerceptiv, an education technology company improving the traditional methods of assessment in schools and empowering students for the future 🎓
[Case Study] JBGoodwin grows its team of agents with Copper
Grab a copy of our JBGoodwin case study to learn how they used Copper to create pipelines for recruiting, interviewing, onboarding and training, helping them achieve a 37% increase in sponsored real estate agents 📈
Webinars
[Webinar Recording] ☕ Coffee with Copper: Copper X Google
Copper CEO Dennis Fois and Google Product Manager Ramesh Nair discuss the future of work, hybrid culture, collaboration equity and the power of Google Workspace.
[Webinar Recording] ☕ Coffee with Copper: Zapier Integration
In this webinar we demo some of our most popular Zapier integrations that let you easily load data into Copper from web forms, send data to your productivity apps, set up Slack notifications and more.
Thank you for being part of the Copper community 💖 We look forward to all the great posts, ideas and stories to come in 2022.