Copper CRM Consulting

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.