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Save your team time by adding automated emails to their workflows, help your sales team identity their warmest leads
Send automated emails straight from Salesforce
Send automated emails straight from Salesforce
Salesforce
Outfunnel

Salesforce

 + 

Outfunnel

 = Video Transcript

As somebody who has worked in sales and marketing there's nothing better than seeing those worlds collide in your CRM.

Your sales reps can get more valuable information in terms of which leads are engaged before you've even personally reached out as a person so using Outfunnel which is the software that deeply integrates withCopper when it comes to email sequences.

If you have that set up on your account then you will get this data so if you're on the business tier with Copper i believe that's already included however if you don't have the business here you could always go to outfunnel.com and set it up so they connect and talk to each other.

This is what we recommend that you send all of your automated emails with and I'll show you why. So as a salesperson just imagine I wake up in the morning and i come to my lead section and i can see one thing right away right here which is the lead score so i'm seeing out of my leads who is most engaged and in this case it's Andra it's me because this is a demo account.

A lead score will increase any time an email is opened it's clicked or somebody replies to your email so right at glance i can sort through using this nifty little filter um and i can see that i'm right at the top and i'm going to click into andra let's pretend it's not me and you get all this really really cool data so from our automated emails you can see that andra went to my website and this is how when she went on my website and this is how long she spent on each page of my website which was really interesting.

You can see every time that this lead clicked on my email and that means that say this email was sent out a month ago and then they came back and clicked on my email again then i know that they're engaging with the information that i've sent over which could potentially mean that they're thinking about um us and then of course you've got your opens in here as well and that that the email campaigns were sent so that is a notification for my next meeting hope this helps!

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Native Integratiaon
This is a native integration, which means both apps will work closely together out-of-the-box.
Integration Benefits

Get rid of your out-of-date

manual 

 processes

Companies that use our integrations report saving 25-300+ hours per month in addition to $90k-$120k per year on operational / administrative salaries.

and see what you can

automate 

in 

with 

with 

  1. Automatically send emails to new contacts
  2. Automatically follow-up with contacts to re-engage them
  3. Trigger automated emails upon deal stage change
  4. Get a Lead Score to see who your most engaged contacts are, letting your sales team know where to focus
  5. Get full website visit tracking and UTMs automatically logged right within Salesforce
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Dialpad

Automatically log calls & text messages
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Automatically log & track support desk activities
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Asana Integration with Copper CRM

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Automatically create projects & tasks upon winning a deal
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Airtable

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Automatically connect your data to Airtable
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Outfunnel Automated Sales and Marketing Emails Logo

Outfunnel

Automatically send bulk sales and marketing emails
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Communicate by Efficient

Communicate

Automatically send personalized emails upon stage change
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Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

 Automations

Start Here
01

Automatically Get Your Leads Into 

Salesforce

Never worry about manually entering your leads into 
Salesforce
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Salesforce
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Salesforce

Send a calendar invite with just a few clicks without leaving 
Salesforce
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Salesforce

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Salesforce
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Salesforce
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Salesforce
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!
Imagine This

Imagine Saving 

20+ Hours

 Per Week

With These 

Salesforce

 Automations

Start Here
01

Automatically Get Your Leads Into 

Salesforce

Never worry about manually entering your leads into 
Salesforce
 again.
Webflow Logo
(Website Form)
02

Follow-Up With Automated Sales & Marketing Emails

Track opens, click-through rates, website visits, and lead score insights all from right within
Salesforce
.
Outfunnel Automated Sales and Marketing Emails Logo
(Outfunnel)
03

Schedule Your 1st Meeting Straight from 

Salesforce

Send a calendar invite with just a few clicks without leaving 
Salesforce
.
Google Calendar Logo
(Google Calendar)
🎉 Lead Converted!
Sales Pipeline Starts Here
04

Access Call Logs & Texts Straight From 

Salesforce

Track sales rep activities easily when using VoIP.
Dialpad Integration with Copper CRM
(Dialpad)
05

Ready to Send Your Proposal?

Ensure your proposal has been delivered and viewed by your potential customer all from within 
Salesforce
.
PandaDoc Integration with Copper CRM
(PandaDoc)
06

Automatically Generate Invoices & Track Payments

Never manually create a customer or invoice in QuickBooks Online again. View payment history straight from within 
Salesforce
.
QBO (QuickBooks Online) Integration with Copper CRM
(QuickBooks Online) (QBO)
🏆 Deal Won!
Project Management Starts Here
07

Customer Google Drive Folder Automatically Created!

Save time by easily jumping into your customer's Google Drive folder from their 
Salesforce
 record.
Google Drive Logo
(Google Drive)
08

Automate Your Status Updates & Check-Ins

Keep your customers and team in the loop every step of the way with automated emails.
Efficient App Automated Communication
(Efficient App)
🏁 Journey Complete: 20+ Hours Saved!

Don't just take 

our

 word for it!

Premier Partner
“Efficient App implemented automation solutions better than we expected!”
“Efficient App has saved us hours of time and frustration by building automations that have allowed key information to flow between our different systems. We were initially hesitant to hire an automation expert, unsure if what we were looking to accomplish was feasible and potentially too complicated to understand.

Our hesitations quickly disappeared as Alex immediately grasped the project and implemented automation solutions better than we expected.

The team is knowledgeable, responsive, friendly, and went above and beyond by providing additional ideas of how we could improve our workflows to achieve our goals. We've learned an entirely new way to optimize our current systems and are grateful to have found Efficient App!
Amber Moore
Instructor Operations
MasterClass (Online Education)
MasterClass - Amber Moore
Premier Partner
“Efficient App can automate, simplify, or integrate any of your processes!”
“Alex and the team have been so helpful - they are extremely knowledgeable about tons of integrations and provided a lot of insight for us on how to approach the problems we were having. I highly recommend using them if you are looking to automate, simplify, or integrate any of your processes!
Chelsea De La Grana
Director of People & Compliance
Codesmith (Online Education)
Chelsea De La Grana from Codesmith Headshot
“I've had a great experience working with Efficient App. They helped my team automate our invoicing process using QuickBooks Online. Not only did they help us build it out using our first CRM, but when we decided to switch CRMs, they helped us transfer the data to the new one, and made sure that we didn't lose any data in the process. Alex has gone above and beyond to help our team, and is always quick to respond to questions. I would highly recommend their team!
Anika Ahuja
Admissions Manager
Codesmith (Online Education)
Anika Ahuja Codesmith Headshot
Read Case Study
“We've increased our close rate from 40% to nearly 50%!”
“Every recommendation the team 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 more than paid for their services. Ongoing support is quick, thorough and well documented. I am greatly encouraged to have found a long-term solution with Efficient App.”
Read the full customer success story
Mike Ricker
Founder & CEO
Crash of Rhinos (Painting)
Mike Ricker (Crash of Rhinos Painting) Headshot
Premier Partner
“The team has unlocked possibilities and efficiencies we couldn't have dreamed were possible!”
“Efficient App has been transformative in our approach to business automation. The team has unlocked possibilities and efficiencies we couldn’t have dreamed were possible! Their expert understanding of the software ecosystem has lead to incredible partnership and strategy insights. Highly recommend if you’re looking for a team to help you take your business automation to the next level.”
James Nieves
Director of Product Marketing
Future PLC (Media Company)
James Nieves (Future Plc) Headshot

What do 

you

 say?

Copper Partner

Automate Your Business

Salesforce

Salesforce

App Data Syncing Integration & Automation

Outfunnel

Outfunnel

CRM
Communication
Saba Karim (Techstars)
Saba Karim (Techstars)
“Efficient App has built one of the most streamlined CRM processes that I've ever seen!”
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