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Services

Making Copper Work for You

I need help with my business processes Custom Integrations

Solution

The problem we're solving

Overview

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 Problem

The difficulty that this introduces is that other business critical functions like document e-signature (PandaDoc), VoIP/business telephone (Dialpad), 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.

Our Solution

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?

Business Process Consulting

I want our company to be efficient and scalable

What Is Process Consulting?

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.

Do I Need This?

Imagine your company at twice its current size:

  1. Would your current systems be stressed to the max, or even break?
  2. Would existing inefficiencies and problems currently held together by patchwork solutions be amplified?
  3. Would there be a significant dropoff in production if you or a top employee is unable to work?

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.

Benefits

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

Business Process Success Stories

43North Success Story
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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:

  1. They needed a place to house all of their applicant and sponsor data.
  2. Their existing application had to be connected to and deeply integrated with a CRM.
  3. All communications with people and by extension, companies, needed to be housed in one central location.
  4. They needed to document all processes and steps so no one employee became a linchpin or irreplaceable.

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.

View Full Success Story
Crash of Rhinos Painting Success Story
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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:

  1. Streamlining existing processes.
  2. Taking further advantage of automation.
  3. Moving their offline proposal/contract signing to an online e-signature solution.
  4. Continuing business without data-loss or downtime during the transition.

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.

View Full Success Story

Documentation

I need to be able to reference how our systems work

Why Document

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:

  1. Hiring and training new employees
  2. Building new automations
  3. Making improvements to existing automations
  4. Troubleshooting
Do I Need This?

Take a look at the following questions and see if any resonate with you:

  1. Do your employees have their own way of doing things?
  2. Are your processes documented in multiple areas? (E.g. Some on Google Docs/Keep, others on Post-it Notes, and the rest in your head)
  3. Do you plan on implementing automations to scale your business?
  4. If you answer 'yes' to any of them, we can help you put all your processes in one central, accessible location to make them easy to reference and adhere to.
Benefits
  1. An organized and visual view of your organization’s workflows
  2. A measurement system for continuous process improvement
  3. Employee understanding of how inputs become outputs
  4. Increased customer satisfaction due to consistent employee behavior in process execution
  5. Better business decisions and faster implementation of decisions
  6. Better ability to compete due to measuring and reducing waste
  7. Error detection and reduction due to providing a view of how they occur
  8. Labor costs reduction due to effective, efficient, and correct completion of tasks every time

Client Success Stories

Documentation Examples

Won Opportunity

Closed A Deal With Customer

Sync Customer Data

Create Customer in Invoicing Software

Invoice Customer

Creates & Sends Invoice to Customer

Create Project

Add Customer to Project Pipeline

Simply mark an opportunity as "Won" in your CRM:

  1. Eliminate repetative data syncing between your CRM & invoicing software.
  2. Never again forget to collect a project payment.
Project Completed

Finished Project with Customer

Ask For Review

Send Email to Customer Asking for an Online Review

Delay & Check For Approval

Delay 10 Days & Check CRM for "Thank You Letter" Approval

Send Thank You

If Approved, Automatically Send Handwritten Thank You Letter to Customer

Simply mark a project as "Complete" in your CRM:

  1. Never again forget to ask your customers for an online review, the lifeblood of any business.
  2. Show your customers how much you appreciate their business by sending a handwritten thank you letter; automatically.

What Our Clients Are Saying

Every recommendation CyberBytes made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has paid for the services CyberBytes provides. Ongoing support is quick, thorough and well documented. I am greatly encouraged I have found a long-term solution with CyberBytes!
Mike RIcker of Crash of Rhinos Painting
Mike Ricker
President & CEO
Crash of Rhinos Painting
I had approached CyberBytes with issues we were experiencing with respect to scalability involving Zapier, Copper and G Suite. Alex came in and did an amazing job at identifying our issues and asking the right questions to determine the best course of action based on my business. Everything is now running perfectly! They came up with solutions that fixed our issues and allowed us new functionality. I highly recommend CyberBytes!
David Laderberg of Smart Charge America
David Laderberg
Vice President
Smart Charge America
CyberBytes was the best decision we made. They have the best customer service team. Keeping our programs working and talking to each other is a very important part of our business. They answer our emails the same day (within minutes) and fix our issues the same day. Their team is on it. I have enjoyed our business relationship from day 1! Customer Service is the most important part of our business and it is great to see they feel the same way. Thank you Alex for all you do.
Mary Petruske of Crash of Rhinos Painting
Mary Petruske
VP of Operations
Crash of Rhinos Painting
Alex and his team were tasked with building a fairly custom and extensive solution that integrated seamlessly with our application process. They set us up on all the right software to streamline processes and save us an immense amount of time. We're able to focus our energy and time on doing what we do best while the system takes care of the rest.
Brian Straka of 43North
Brian Straka
Director of Portfolio Recruitment & Selection
43North
Alex has done a great job of organizing our business through the proper use of currently available technology that is right for my business and our customers. Their support is terrific and they have always been on point.
Brian Marek of Northtowns Remodeling Corp.
Brian Marek
President & CEO
Northtowns Remodeling