Industry Specific Solutions
We make Copper work for you
Streamlining Your Processes
The problem we're solving
Software companies used to take an all-in-one approach to building business solutions due to high startup cost due to servers and scalability. With the rise of the cloud (affordable and scalable servers), there has been a rise in Software as a Service, allowing for software companies to niche down and focus on being the best tool for the job.
This is where Copper was born, from inception, focusing on being the best CRM for companies using G Suite (Google). Through their unique partnership with Google and Google's full backing, there is no one better to take on this initiative.
The difficulty that this introduces is that other business critical functions like document e-signature (PandDoc), project management (Asana), invoicing (QBO), communication (Slack), and scheduling (Calendly), are a layer removed from the customer's core system (Copper).
Moving to a world where companies are using upwards of 20 different SaaS for various internal functions across their entire organization has put an immense strain on their staff. It has introduced constant context-switching, data integrity concerns, and less cross-company reporting capabilities.
Eventually, clients feel pressure to switch to an all-in-one solution like Salesforce as they understand it is the only way to solve this painpoint.
Part product (Automation/Integration + Maintenance) & Part Consulting
We make Copper work for you. We build automations that allow your team to speak to your other systems without leaving Copper. Our automations extensify out to all of these external tools and even report back to Copper when they need to throughout the sales/onboarding/project management processes.
You are using Copper because it does relationship management better than any other system. Why leave to an inferior all-in-one tool when you can make the one that you love work for you?
I want our company to be efficient and scalable
Whether they realize it or not, every business has a set of processes and procedures by which they operate. They may not be refined or documented, but they exist. We will work with you to bring to light your existing processes, suggest new ones, and make them all integrate more deeply with your software.
Imagine your company at twice its current size:
If the answer to any of these questions is 'yes,' then we're here to help you implement certain processes and put systems in place to lay the groundwork needed to properly scale.
Repeatable processes are the bedrock of successful companies. They allow companies to scale in a systematic and efficient way instead of in a "hodgepodge" fashion. Just gluing systems together, or simply throwing more people at a problem rarely works long-term.
By streamlining facets of your company, you're able to attain peak efficiencies, cut out manual processes, allow your employees to focus on the most-important tasks at hand, and double or even triple the your staff's output.
Client Success Stories
Results: We launched prior to the deadline with all of the key data migrated from the old CRM, and MVP requirements fulfilled.
43North faced a few challenges, as their existing CRM wasn't optimal:
We had just over 1 month to migrate data from the old system to the new system and have a working MVP (Minimal Viable Product). The solution needed to be powerful and flexible, understanding that processes will evolve over time.
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Results: After just 2 months on the new platform, Mike saw their close rate jump from 40% to nearly 50% with the implementation of new software paired with our automation, integration, and consulting services. This alone has paid for our services.
Owner, Mike Ricker was looking to move their company off of legacy systems, all while:
We worked with Mike and his team to implement Copper (ProsperWorks CRM), refine processes, and migrate all of their data from their old system, MarketSharp.
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I need to be able to reference how our systems work
Documenting processes in an accessible location is as important as creating the processes themselves. If they can't be referenced, they may be forgotten or misremembered. This could cause issues when:
Take a look at the following questions and see if any resonate with you:
Client Success Stories
Closed A Deal With Customer
Create Customer in Invoicing Software
Creates & Sends Invoice to Customer
Add Customer to Project Pipeline
Simply mark an opportunity as "Won" in your CRM:
Finished Project with Customer
Send Email to Customer Asking for an Online Review
Delay 10 Days & Check CRM for "Thank You Letter" Approval
If Approved, Automatically Send Handwritten Thank You Letter to Customer
Simply mark a project as "Complete" in your CRM: