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88% of our clients
hire us for a follow-up project
Drive Sales and Marketing Results

Copper CRM Consulting

Increase sales performance and build stronger client relationships with the number one CRM designed for Google Workspaces. Implement and integrate with the familiar functionality of Google and the security, stability and ease-of-use of Copper CRM with the seasoned development and cloud expertise of Three Ventures.

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Copper crm consulting right

Copper CRM Consulting Services

Strategy and Planning
Ensure Your Success

Strategy and Planning

Successfully plan for a CRM creation or data migration to Copper CRM and ensure your teams are prepared for improved engagements and enhanced successes.

Setup and Migrations
Start Using Copper CRM

Setup and Migrations

Configure and set up your Copper CRM install while importing current sales data and schemas.

Integrations
Link Your Business Systems

Integrations

Ensure your website, app, accounting, customer service software and other environments are integrated and configured to communicate with Copper CRM.

Reporting and Customization
Uncover Funnel Insights With

Reporting and Customization

Understand your most profitable and largest audience segments and gain more insights on sales drivers and performance at your organization.

The Three Ventures Experience

Close
Close More Deals

Focus on the best leads and opportunities.

Minimize
Minimize Time To Contact

Ensure that leads are contacted swiftly, correspondence is tracked and client insights are shared across your enterprise.

Uncover
Uncover Sales Funnel Insights

Identify key sales drivers and understand more of your sales cycles.

How You Can Reach Your Copper CRM Goals

  1. 1
    Schedule Your Discovery Call
    Contact us to set up your discovery call and understand how you’ll reach your business goals.
  2. 2
    Prioritize Your Goals
    Quickly receive a statement of work focused on your top business goals. Review and get started!
  3. 3
    Deliver On Your Priorities
    Kickoff your project, deliver quick wins and achieve your business goals.
  4. 4
    Celebrate Your Success
    Communicate project success and be recognized as the key driver of growth at your company.

How You Can Reach Your Copper CRM Goals

  1. 1
    Schedule Your Discovery Call
    Contact us to set up your discovery call and understand how you’ll reach your business goals.
  2. 2
    Prioritize Your Goals
    Quickly receive a statement of work focused on your top business goals. Review and get started!
  3. 3
    Deliver On Your Priorities
    Kickoff your project, deliver quick wins and achieve your business goals.
  4. 4
    Celebrate Your Success
    Communicate project success and be recognized as the key driver of growth at your company.

Build and Manage Better Relationships To Drive Sales

Supercharge your sales team with the easy to adopt and use CRM for Google Workspaces. When paired with Three Ventures consulting services, your teams will finally have the tools they need to drive more customers and qualified leads. It’s why our clients:

  1. 1
    Drive more sales and revenue
  2. 2
    Generate more qualified leads
  3. 3
    Get insights into key drivers of sales funnels
  4. 4
    Automate away repetitive tasks and focus on productivity
  5. 5
    Quickly communicate with leads
  6. 6
    Predict pipeline trends and key drivers
  1. 1
    Drive more sales and revenue
  2. 2
    Generate more qualified leads
  3. 3
    Get insights into key drivers of sales funnels
  4. 4
    Automate away repetitive tasks and focus on productivity
  5. 5
    Quickly communicate with leads
  6. 6
    Predict pipeline trends and key drivers
Satisfied client with consultant
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Ready to Improve Retention, Sales and Marketing Results?

Industry partnerships
  • HubSpot - Solutions PartnerHubSpot - Solutions Partner
  • Adobe Community Solution PartnerAdobe Community Solution Partner
  • Google Ads Certified PartnerGoogle Ads Certified Partner
  • Google Analytics Certified PartnerGoogle Analytics Certified Partner
  • Google PartnersGoogle Partners
  • Google Marketing PlatformGoogle Marketing Platform
  • AWS Partner Network - Standard Consulting PartnerAWS Partner Network - Standard Consulting Partner
Consultant Spotlight
Connor Jordan

Connor is a Senior CRM Consultant with 10+ yrs in SalesOps & RevOps across HubSpot, Salesforce & Copper CRM. His work is hands-on with clients to accelerate their CRM automation and productivity to drive revenue growth.

Connor

Copper CRM FAQ

Copper is most often chosen because it has native integration with Google Workspaces. The seamless integration automatically hooks up with Google Drive, Calendar and Gmail to easily manage sales processes and share customer data.

Copper CRM is best used for smaller businesses requiring a less robust scale than other enterprise CRMs like Salesforce or HubSpot. The price for Copper CRM is much lower per user too!

Migrating to Copper CRM from your current CRM can be relatively complex. However, with Three Ventures, your team can be armed with senior leadership insights and migration experience to ensure your transition is as smooth as possible.

You’ll need to have the ability to download all of your data objects from your current CRM (contacts, leads, companies, opportunities, products, etc). Once you get all of this data downloaded, a migration reference document is built.

This generally outlines the data architecture, setup and data import needed to bring your old data into the new system.

Other sources of data, such as websites and apps, will need to have forms migrated to publish the data to the new API.

Any type of integrations, reporting or team training is then planned for on a client by client basis.

Copper CRM can work in any industry or sector, but organizations with simple sales cycles often are the best case for this solution. These businesses often include agencies, independent consultants, real estate agencies, corporate development companies and small B2C or B2B businesses.

Copper CRM is always evolving, but current key integrations include Slack, Zendesk, HubSpot, Quickbooks, Docusign and others.

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