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The most successful CRM experiences are Custom-Built to cater to the company and its unique style and needs. How can you build and maintain a system that keeps everyone on the same page, while quickly bringing new teammates up to speed. How can you groom your CRM to highlight and showcase the most important and relevant information, while ensuring that a new team member can step in and easily start supporting a new customer.
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Many users expect their CRM to contain everything from a to Z and be perfect from day one. But if your CRM is more established and you need to Declutter, removing Duplicates can cut out a significant number of leads, people, or companies. If your CRM is more established and you need to Declutter, you might find that removing Duplicates can cut out a significant number of leads, people, or companies. In copper,
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Many teams fail to realize that improper or insufficient training can counteract those capabilities. Copper has a Self-Paced Onboarding program for Admins, an Onboarding training Video, and a series of Onboarding and training Webinars. If you’re just starting out, group Onboarding sessions can be a great way to foster collaboration and ensure that everyone is on the same page.
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In Copper, you can filter based on:
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Making the system familiar and easy to use will instill some sense of ownership and drive interest across the board. If some of your team members are particularly adept at using Gmail, see if your Crm allows you to Embed some of its features in the Email App. Copper, for example, offers a chrome extension for Gmail and Inbox that provides you with the ability to share a single set of contacts. With just a few clicks,
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While you can build several types of automation triggers, I recommend you to create and use the following as a jumping off point:
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Configure your Crm to quickly present the information to your sales team. Many Crms are capable of automating the data entry function by pulling in business descriptions from the web. In copper, you can create automated actions to assign tasks to record owners once the leads have been created. Use automation to enhance the efficiency of your Workflows and free up your team from wasting valuable hours.
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Be a minimalist. Many users expect their CRM to contain everything from A to Z and be perfect from day one. But I recommend starting with a “less is more” mentality.
Make maintenance ongoing. As your teams, clients, and data mature, you’ll need to revisit your processes and look for opportunities to optimize and automate.
Remove duplicates. If your CRM is more established and you need to declutter, you might find that removing duplicates can cut out a significant number of leads, people, or companies.
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