[Webinar Recording] ☕ Coffee with Copper: Blast off with Space Camp

Hey Coppernauts! That’s a wrap on Coffee with Copper: Blast off with Space Camp. With all the recent releases in Copper from our Email Automation tools, Forms, and all new Feed to flexible Pipelines for project management, it was time to take a step back and help you evaluate how you’re currently using Copper — and how this can evolve into the second half of 2024 to meet your goals. 

To do this, we’ve shared a hands-on worksheet to help you better understand how Copper can support your ideal customer journey, the team members involved and the features and functionality that will propel you forward.

Paired with the worksheet, we covered the four core use-cases for Copper during this session: Connect, Win, Deliver and Grow. 

By understanding the use-case most relevant to your business today, you’re able to evaluate your current Copper setup and ensure you’re getting the most out of the platform and its features.  

Here’s a quick overview of what we covered: 

👉 Evaluating your use case (3:06 - 8:13)

• Understanding your ideal customer journey
• Outlining the teams involved
• Identifying and prioritizing your use case

👉 Connecting with new customers (8:50 - 18:30)

• Using Leads versus People in Copper
• Adding your contacts to Copper via the web app, Chrome extension, mobile app, and Forms
• Cultivating your relationships with email templates and automation

👉 Winning business (18:35 - 29:18)

• Managing your deals with Pipelines
• Working with Opportunities
• Using filters for pipeline management

👉 Delivering projects and services (29:23 - 37:05)

• Delivering projects with Pipelines
• Onboarding new customers
• Staying on track with task automation

👉 Growing your relationships (37:08 - 46:14)

• Identifying growth opportunities with filters
• Staying connected with customers using email automation
• Generating new opportunities with existing customers using bulk email, templates and the activity log

Keep in mind, your use-case can continue to evolve over time, and we highly recommend coming back to our event worksheet and re-evaluating your goals as your business grows

Until next time, 

Melanie at Copper