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Posted by Isobella Lara
Latest activity: Jul 18, 2023
CRM Recommendations with Seamless Integration
I'm currently in search of a CRM software that plays well with other business applications. Integration is key for me. Any recommendations for CRMs that integrate smoothly with other business apps, such as email marketing platforms, project management tools, or accounting software would be appreciated!
Posted by Joseph CobbJul 11, 2023
I've used Copper as my CRM. It integrates seamlessly with the other business apps we use in the team (like G Suite, Slack, and Mailchimp) making it a breeze to manage our customer relationships and streamline our workflows. It also helped us have a unified view of our contacts, activities, and communication history, all within one powerful platform.
Posted by Isobella Lara
Latest activity: Jul 18, 2023
CRM Recommendations with Seamless Integration
I'm currently in search of a CRM software that plays well with other business applications. Integration is key for me. Any recommendations for CRMs that integrate smoothly with other business apps, such as email marketing platforms, project management tools, or accounting software would be appreciated!Posted by Joseph CobbJul 11, 2023
I've used Copper as my CRM. It integrates seamlessly with the other business apps we use in the team (like G Suite, Slack, and Mailchimp) making it a breeze to manage our customer relationships and streamline our workflows. It also helped us have a unified view of our contacts, activities, and communication history, all within one powerful platform.
H
Posted by Haydn Harvey
Latest activity: Apr 10, 2023
Best practices with Copper CRM
Just started a new role for a B2B SaaS company. We are using Copper for our CRM. I was wondering if any of you could share some of the best tips and tricks with it.A
Posted by Abdirahman ZahraApr 5, 2023
Congratulations on your new role!
My best tip would be automate as much as you can. Explore the different rules and triggers to automate tasks and don't forget to use tags and filters.
My best tip would be automate as much as you can. Explore the different rules and triggers to automate tasks and don't forget to use tags and filters.
O
Posted by Ollie RussellApr 10, 2023
Copper is a powerful CRM tool that can streamline sales processes. Tips to make the most of it include customizing the pipeline, using tags and custom fields, setting up email templates, automating tasks with workflows, and using the mobile app.
H
Posted by Haydn Harvey
Latest activity: Apr 10, 2023
Best practices with Copper CRM
Just started a new role for a B2B SaaS company. We are using Copper for our CRM. I was wondering if any of you could share some of the best tips and tricks with it.A
Posted by Abdirahman ZahraApr 5, 2023
Congratulations on your new role!
My best tip would be automate as much as you can. Explore the different rules and triggers to automate tasks and don't forget to use tags and filters.
My best tip would be automate as much as you can. Explore the different rules and triggers to automate tasks and don't forget to use tags and filters.
O
Posted by Ollie RussellApr 10, 2023
Copper is a powerful CRM tool that can streamline sales processes. Tips to make the most of it include customizing the pipeline, using tags and custom fields, setting up email templates, automating tasks with workflows, and using the mobile app.
T
Posted by Tsuji Hoshiko
Latest activity: Aug 25, 2023
How easy is it to migrate my existing data to Copper CRM?
I've got my eyes on Copper CRM as a potential tool for managing my business contacts, but I'm wondering about the process of migrating my current data. Has anyone here made the switch to Copper CRM and tackled the data migration? How seamless was the experience, and were there any hiccups I should be aware of? Your real-life insights would be a huge help as I consider making the move.P
Posted by Pu Yong-SikAug 25, 2023
I actually migrated my data to Copper CRM a few months ago, and I'm happy to share my experience. The process was relatively smooth overall. Copper provides data import tools that allow you to bring in your contacts, companies, and other relevant info via CSV files.
Just ensure that your data is well-organized before the migration, and mapping fields correctly is crucial. There were a few minor adjustments needed post-migration, but the Copper support team was quite helpful in guiding me through. It might take a bit of time depending on the amount of data, but the outcome was definitely worth it for the improved CRM functionality. Good luck with your transition!
Just ensure that your data is well-organized before the migration, and mapping fields correctly is crucial. There were a few minor adjustments needed post-migration, but the Copper support team was quite helpful in guiding me through. It might take a bit of time depending on the amount of data, but the outcome was definitely worth it for the improved CRM functionality. Good luck with your transition!
T
Posted by Tsuji Hoshiko
Latest activity: Aug 25, 2023
How easy is it to migrate my existing data to Copper CRM?
I've got my eyes on Copper CRM as a potential tool for managing my business contacts, but I'm wondering about the process of migrating my current data. Has anyone here made the switch to Copper CRM and tackled the data migration? How seamless was the experience, and were there any hiccups I should be aware of? Your real-life insights would be a huge help as I consider making the move.P
Posted by Pu Yong-SikAug 25, 2023
I actually migrated my data to Copper CRM a few months ago, and I'm happy to share my experience. The process was relatively smooth overall. Copper provides data import tools that allow you to bring in your contacts, companies, and other relevant info via CSV files.
Just ensure that your data is well-organized before the migration, and mapping fields correctly is crucial. There were a few minor adjustments needed post-migration, but the Copper support team was quite helpful in guiding me through. It might take a bit of time depending on the amount of data, but the outcome was definitely worth it for the improved CRM functionality. Good luck with your transition!
Just ensure that your data is well-organized before the migration, and mapping fields correctly is crucial. There were a few minor adjustments needed post-migration, but the Copper support team was quite helpful in guiding me through. It might take a bit of time depending on the amount of data, but the outcome was definitely worth it for the improved CRM functionality. Good luck with your transition!
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