Copper
CopperBest

The CRM for small + medium teams (200 or less) that use Google Workspace.

Copper Course

The CRM for small + medium teams (200 or less) that use Google Workspace.

Alex Bass

Alex Bass Instructor

5
Beginner

Trusted by 150+ teams

6h

CRM
Best CRM

Copper Course Summary

Copper Course Summary

What is it? 🚀

Everything you need to know for how to successfully set up your CRM.

Course 🎥

Watch our course content (4 hours total)

Workbook ✏

Fill out our workbook with your existing business processes

Technical Instructions 🤖

Follow our technical step-by-step instructions to setup Copper

Train Your Team 🎓

Feel at ease training your team on streamlined processes as a pro

Trusted by 150+ teams

6h

Requirements

Requirements

A laptop or desktop with reliable internet access

A Copper account.

Basic familiarity with SaaS tools.

A willingness to experiment and iterate.

Commitment to improving your daily habits and tooling.

Curriculum

Curriculum

6 Modules Included:

Introduction & Expected Outcomes

  1. Intro To Your New Copper CRM
  2. Intro To CRM Terms: Leads, People, Companies & Opportunities

Leads

  1. Introduction To Leads
  2. Lead Status & Flow
  3. Lead Views
  4. Tying Multiple Leads Together
  5. Converting Qualified Leads
  6. Automated Sales & Marketing Emails
  7. Outbound vs Inbound Leads

Opportunities

  1. Sales Opportunity Pipeline Stages
  2. Three Possible Outcomes (Won/Abandoned/Lost)
  3. Re-selling Customers & Re-engaging Lost Opportunities
  4. Additional Pipelines

Reporting Basics

  1. Reporting Overview
  2. Leads Dashboard Step-By-Step Setup
  3. Opportunity Sales Pipeline Dashboard

Take Action (Technical Configurations)

  1. Copper Champion One-Time Tasks
  2. Workflow Automation (Cold Outreach Follow-Up Process)
  3. New Copper User Setup
  4. Lead Views
  5. Tying Multiple Leads Together
  6. Converting Qualified Leads
  7. Automated Sales & Marketing Emails
  8. Outbound vs Inbound Leads

Training Your Team

  1. Best Practices
  2. What to Expect

BONUS: Best Practices, Importing Data, & More

Note: This course was created a few years ago, while the videos do not directly reflect what Copper looks like today, the principles around best practices in setting up your CRM correctly are still very much relevant.

Instructors

Instructors
Alex Bass

Alex Bass

Founder & CEO

Andra Vomir

Andra Vomir

Co-Founder & CMO

16+ years of experience

8+ yrs using Copper

For the past decade, we've been on the ground floor with hundreds of businesses doing anywhere from $500K-$50M in revenue, helping them find the best path forward with their software choices and internal processes.

We cut our teeth in software implementation—learning a business' processes, mapping them to the right software, building custom integrations to automate manual tasks, and training teams on how to adopt new tools while documenting all the steps to the process.

That being said, we understand a few critical things:

  1. Implementing software is a huge investment. And we're not talking about the subscription cost. We're talking about the opportunity cost of time spent researching, setting up, and training team members on each new tool.
  2. Doing it right from the beginning pays off enormously in the years ahead. We saw time and time again, that teams with efficient processes are less stressed and can actually focus on the strategic areas of the business.

When we started publishing the advice we'd been giving to customers privately, we began receiving messages from teams all over, thanking us for helping them gain clarity.

This shift led us to stop taking on individual clients and focus all our efforts on “software education at scale.” Since then, we've helped nearly 2 million people online with their software choices—and we feel like we're just getting started.