Why Aren't My Zapier and Copper CRM Integrations Working? (Livestream)

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What We Talked About

• 0:00​ - CRM expertise
• ‍1:25​ - CRM burnout (setup)
• ‍2:46​ - SaaS onboarding
• ‍3:50​ - Are the Integrations I want already built in?
• ‍5:08​ - Team onboarding tips & tricks
• ‍6:40​ - Zapier integration frustrations (am I stupid?)
• ‍8:55​ - Is It normal to pay for onboarding/consulting?
• ‍12:00​ - Sticking with a CRM
• 14:00​ - Who should be leading this process? (customer champion)

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Background Context

The other night my girlfriend and I were on our daily walk, she had just gotten off a call with her Australian client, teaching a sales team of 10 how to implement Acuity (a simple appointment booking software). A packed out conference room and a 2-hour video call later, and let's just say, they are getting there.

She was talking about how simple the software is meant to be, and yet how much training is required for a proper execution and rollout internally.

This got us talking about the SaaS industry (Software as a Service), and how software is often marketed as "simple to set-up", and yet it often requires a lot of thought to execute properly.

"A lot of people must buy software and just think it's an out-of-the-box solution" we said.

It sparked other discussions about how many people we get reaching out tangled up in the middle of a Zapier + Copper integration that "isn't quite working even though it should be so simple."

Things these days seem to be sold as "simple".  But in reality, they're not so simple.

So, basically we sat down to do a live stream to talk candidly about some of the realities of implementing tech into your business. Check it out and let us know your thoughts?