![[Webinar Recording] ☕ Coffee with Copper: How Copper Uses Copper](https://uploads-us-west-2.insided.com/copper-en/attachment/38f2d0f7-2730-4088-9fe2-5928620d4492_thumb.jpg)
We’re thrilled to share this replay of our behind-the-scenes look at Copper usage by the Copper team. This record-breaking webinar — with our highest registration numbers yet 
— shares key insights from our sales and revenue operations leaders on how they’re using Copper to succeed.
If you’d like to tell us how we did, please fill out this short survey to share your feedback and tell us what you’d like to see during the next Coffee with Copper webinar.
The session starts off with Colin Nee, a Senior Account Executive here at Copper, giving a rundown on how he drives inbound sales with Copper. A major tool in his toolkit is Copper’s LinkedIn integration. As he works through deals, the integration helps minimize data entry into Copper, keeping him efficient and focused on his relationships. The same goes for Copper’s Chrome extension:
“The cool thing with Copper’s Chrome extension is, if I’m going through my sales cycle, I’m gathering pieces of information as I’m driving that sales cycle over the weeks to come. I want to quickly be able to update that information as I’m receiving it via email.”
Colin mentions that most sales teams are plagued by opportunities slipping through the cracks. By setting tasks and reminders right from Gmail, he’s able to prevent that from happening 🙌
Next Kristy Wong walks us through how she uses Copper as Account Manager. A key feature for her is the activity log within a Person or Company record. She uses information around a customer’s recent activity in the app, engagement with our content and conversations with various team members to tailor her outreach. To take it one step further, she also uses Marketing Tools to help automate some of her touchpoints and keep her customer relationships on track:
“Once I actually have an idea as to who I want to target, what that account history looks like, I leverage our Marketing Tools to go ahead and nurture those relationships.”
Following Kristy, Sam Moorhead, VP of Sales at Copper, shares his go-to reports and best practices around pipeline reviews. For Sam, it’s all about the basics. Copper’s out-of-the-box reports are a great starting point when building the foundation for what you want to be tracking for your business, or as Sam describes “your North Star metric.” When it comes to pipeline reviews, Sam details many of his go-to features in Copper including the list view in pipelines:
“I can review 50 opportunities in 10-15 minutes, and this helps me be able to get into offense versus defense in pipeline review meetings. I want to know instantly, what is the last interaction, what’s the next step on that particular deal, and if we’re working with the right stakeholders.”
Last but not least, our VP of Revenue Operations Wyndham Hudson jumps in to tell us some of his best practices for managing data in Copper. Having a strategy is key because without one, things can quickly become overwhelming 😓 The first step is to figure out what data is most important to you and how that maps into Copper. Then Wyndham walks listeners through some tips for data cleanliness and best practices for tracking data on the platform.
The session ends with a Q&A where the team answers some burning customer questions.
We hope you enjoy the recording!
