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In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

I’ve been helping businesses with their processes & automation for over a decade. I’ve spent thousands of hours building and integrating software, in-fact, I've even consulted with many of the companies you see listed on our site, helping them build out parts of their API to better suit their customer's needs (their customers are our customers).

My special guest in today’s episode of If Not Now Wen is Alex Bass. Alex is a founder and investor who is obsessed with product, automation, and integration. Over a decade ago, Alex Bass founded Efficient App with the goal of helping teams find and integrate their perfect software stack.

Ready to take Copper CRM to the next level? Built and managed-for-you Copper CRM automations & integrations. Get Premier Partner from Efficient App

Done-for-you Copper CRM setup and implementation for your team. Ready to take Copper CRM to the next level? For those who would like to save time and fast-track their CRM implementation.

Use our tool to send timely communication within Copper CRM. For those who deeply know their processes and want to take their customer service to the next level.

Remove the guessing game when it comes to setting up your CRM. Spend just a few hours-per-week to set up Copper right.

Founder & Head of Product at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Co-Founder & Business Process Strategist at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

One single source of truth for your grant/investment applications, communication, and contracts. Grants program a mess? Google sheets out of date? Reporting on grant milestones impossible?

Today, we dig into the life and systems of Alex Bass, founder & head of product at Efficient App + CyberBytes. In this post, we'll learn how he leverages automations to make his life easy and more productive.

Reply (Email Marketing)—check out our unfiltered thoughts on Reply and see what you can integrate/automate with Reply. Along with promo codes, vs comparisons, alternative apps, videos, case studies, and related apps.

Book a time with a professional Copper CRM process consultant.

Marketing automation for the whole customer lifecycle. Sales enablement platform for mid to large size teams.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

For teams of all sizes looking to get engagement metrics around their customers through lead scoring and automating email at the right time. Sales enablement platform for mid to large size teams.

Better email for SaaS, delightful email creation, sending, and tracking. Sales enablement platform for mid to large size teams.

“For the first time, I could see how much time in human capital this would save our staff by automating some of our systems.”