Ever feel like you’re juggling too many balls when dealing with customers?
That’s where customer relationship management (CRM) software comes in.
Think of it as your super-organized digital assistant.
Copper CRM is one of these tools, and it’s really good at smoothing the sales process.
In this guide, we’ll show you how to use Copper CRM, even if you’re a total beginner.
Let’s dive in!
Ditch the data entry drudgery! Copper CRM seamlessly integrates with Google Workspace, so you can manage leads and close deals without leaving your inbox.
Getting Started with Copper CRM
Okay, so you’re ready to give Copper CRM a try?
Awesome! Here’s how to get started:
Signing Up
- Head over to the Copper CRM website. You’ll see a big button that says “Free Trial” or “Get Started.” Click it!
- They have a few different plans to choose from. If you’re starting, the basic plan is probably enough. You can always upgrade later if you need more features.
- The best part? Copper CRM works seamlessly with your Google account. So, if you use Gmail or Google Calendar, setting up will be super easy.
Finding Your Way Around
When you first log in, you’ll see the Copper CRM dashboard.
Think of this as your home base. It gives you a very quick overview of what’s happening with your sales.
Here are some of the main things you’ll see:
- Leads: These are potential customers who have shown interest in your business.
- People: This is where you store all your contact information – for leads, customers, and anyone else you work with.
- Companies: If you work with businesses, you can keep track of them here.
- Pipelines: This is where you see your sales process in action. It shows you where each deal is, from the first contact to closing the sale.
Don’t worry if it seems like a lot at first. You’ll get the hang of it quickly! Copper CRM is designed to be user-friendly, and you can customize it to work best for you.
Why is this important for your business?
- Sales reps can easily see what’s going on with their deals and stay organized.
- You can connect Copper CRM to your Google Calendar to schedule meetings and reminders.
- Workflow automation could help you save time by automating tasks like sending emails or updating records.
- Copper CRM can support your overall business development efforts by streamlining your sales process.
In the next section, we’ll learn how to add and manage your contacts in Copper CRM. Let’s go!
Managing Your Contacts in Copper
Contacts are key to any CRM.
Copper CRM makes managing them a breeze!
Adding Contacts
- Manually: Enter contact details yourself.
- Import: Bring in contacts from spreadsheets like Google Sheets or other CRMs.
- Chrome extension: Quickly grab contact info from emails and websites.
Staying Organized
- Contact types: Group contacts (leads, customers, etc.).
- Tags: Categorize contacts with labels (e.g., “hot prospect”).
- Notes: Add essential details to contact profiles.
Finding Contacts Fast
- Search: Find contacts by name, email, company, etc.
- Filters: Create custom filters to find specific contacts (e.g., “leads in California”).
Why this matters:
- Strong lead management helps you track and nurture leads.
- Easy sharing of contact info with your team using Google Sheets and Google Docs.
- Build better relationships by monitoring interactions and adding notes.
- Lead scoring helps you to focus on the most promising leads.
On to the next step: working with leads and opportunities!
Working with Leads and Opportunities
Leads are potential customers, and opportunities are deals you’re working on.
Copper CRM helps you manage both!
What are Leads?
Leads are people or companies who might be interested in what you sell.
Copper CRM helps you track leads so you remember them.
You can add notes about each lead, like where they came from and their interest.
Turning Leads into Opportunities
When a lead gets severe, it becomes an opportunity!
This means you’re moving them through your sales process. Copper CRM helps you see where each deal is at.
The Sales Pipeline
The sales pipeline is like a map of your sales process.
It shows you each step a deal goes through, from the first contact to the final sale.
Copper CRM makes it easy to see what’s happening with each opportunity.
Why this matters:
- Easily track leads and take advantage of every chance to connect.
- Smoothly move leads through your sales process and increase your chances of closing deals.
- See your sales pipeline and identify any bottlenecks.
- Improve team adoption by providing a clear and visual way to manage the sales process.
- Use email templates to communicate effectively with leads and opportunities at each pipeline stage.
Next, we’ll look at how Copper CRM can automate your work and save you time!
Automating Your Workflow with Copper
Imagine if Copper CRM could do some of your work for you.
That’s what automation is all about!
Why Automate?
Automation saves you time and helps you get more done.
It’s like having a robot assistant that handles repetitive tasks.
What Can Copper Automate?
- Emails: Copper can send emails automatically, like welcome messages to new leads or follow-up messages after a meeting.
- Tasks: It can create reminders for you, like “call this lead tomorrow” or “send a proposal next week.”
- Workflows: You could set up workflows to automate whole processes, like moving a lead to the next stage when they take a specific action.
How Does This Help You?
- More free time: Spend less time on busy work and more on what matters, like talking to customers.
- Fewer mistakes: Automation helps you avoid errors that can happen when you do things manually.
- Happier customers: Stay in touch with your customers without lifting a finger.
Examples of automation in action:
- Send a welcome email to every new lead that enters your Gmail inbox.
- Make a task to follow up with a lead a week after your initial meeting.
- Use drip campaigns to nurture leads with a series of automated emails.
- Automatically move a lead to the “qualified” stage when they download a resource from your website.
You could focus on building relationships & closing deals by automating your day-to-day work.
Up next, we’ll share some helpful tips & tricks for using Copper CRM like a pro!
Conclusion
So there you have it! You’ve learned the basics of Copper CRM.
It’s a really helpful tool to keep your contacts organized, stay on top of your leads, and make more sales.
And the best part is, it’s super easy to use, especially if you’re already using things like Gmail and Google Calendar.
Don’t forget that Copper CRM can even do some of the work for you with automation!
Now it’s time to try it out for yourself!
See how Copper CRM can help your business grow.
If you get stuck, remember that Copper has tons of helpful resources on their website.
Happy selling!
Frequently Asked Questions
Is Copper CRM difficult to learn?
Not at all! Copper CRM is known for being user-friendly, even for beginners. It has a simple interface & integrates seamlessly with Google Workspace, making it easy to pick up.
Can I use Copper CRM on my phone?
Yes, you can! Copper CRM has a mobile app for both Android and iOS devices. This allows you to access your contacts, update deals, and manage tasks while you’re on the go.
What if I need help with Copper CRM?
Copper CRM offers excellent support resources. They have a detailed help center with articles & tutorials, as well as a community forum where you could ask questions & get advice from other users.
Can Copper CRM help me with email marketing?
Absolutely! Copper CRM has built-in email marketing features, including templates and automation. You can also integrate Copper with other email marketing tools like Mailchimp to expand your capabilities.
How much does Copper CRM cost?
Copper CRM offers a variety of pricing plans to fit different needs and budgets. They have a free trial so you could try it out before you commit to a paid plan. You can find details about their pricing on their website.
