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On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Best Time Management Software 2024: Motion vs Reclaim vs Clockwise Video posted on Apr 15, 2024 -

There are dozens of hours that can be saved by integrating software.

Top 4 Time Management Software & Tools in 2024 - Best Time Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Time Management software alternative is best for your team in 2023?

Figma Review 2024 (Design): Is Figma worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Copper Review 2024 (CRM): Is Copper worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Salesforce Review 2024 (CRM): Is Salesforce worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Brex Review 2024 (Expense Management): Is Brex worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

Close Review 2024 (CRM): Is Close worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

folk Review 2024 (CRM): Is folk worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Calendar Review 2024 (Calendar): Is Google Calendar worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Analytics Review 2024 (Website Analytics): Is Google Analytics worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

What software is Arc Browser using in 2024? Learn what software you should use for 20-100 size teams.

Notion Review 2024 (Knowledge Base): Is Notion worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Box Review 2024 (Storage): Is Box worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Typefully Review 2024 (): Is Typefully worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Slack Review 2024 (Communication): Is Slack worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Drive Review 2024 (Storage): Is Google Drive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

ConvertKit Review 2024 (Email Marketing): Is ConvertKit worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Vivaldi Review 2024 (Web Browsers): Is Vivaldi worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

FirstPromoter Review 2024 (Affiliate & Referral): Is FirstPromoter worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Stripe Review 2024 (Billing & Invoicing): Is Stripe worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Communicate Review 2024 (Communication): Is Communicate worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Edge Review 2024 (Web Browsers): Is Edge worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

JustCall Review 2024 (VoIP): Is JustCall worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

Zapier Review 2024 (Automation): Is Zapier worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Firefox Review 2024 (Web Browsers): Is Firefox worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Sidekick Review 2024 (Web Browsers): Is Sidekick worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

Opera Review 2024 (Web Browsers): Is Opera worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Google Meet Review 2024 (Communication): Is Google Meet worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 7 Automation Software & Tools in 2024 - Best Automation software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Automation software alternative is best for your team in 2023?

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

The CRM for small + medium teams (200 or less) that use Google Workspace. For solopreneurs + very small teams (3 or less) looking for a CRM that feels more like a spreadsheet.

Directus Review 2024 (CMS): Is Directus worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Business Process Automation: 4 Signs It's Time To Automate (& When Not To) Video posted on Sep 14, 2022 -

Front Review 2024 (Help Desk & Chat): Is Front worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

4 Signs It’s Time To Start Using Automation In Your Business ASAP 🤖 Video posted on Mar 24, 2023 -

QuickBooks Online Review 2024 (Accounting): Is QuickBooks Online worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Xero Review 2024 (Accounting): Is Xero worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar. Google Calendar brings all of your calendars together in one place, so you can manage work, personal life, and everything in between.

Top 10 CRM Software & Tools in 2024 - Best CRM software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which CRM software alternative is best for your team in 2023?

SigmaOS Review 2024 (Web Browsers): Is SigmaOS worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Amie is a calendar app that helps you manage tasks and easily add emails as tasks to your calendar. Google Calendar brings all of your calendars together in one place, so you can manage work, personal life, and everything in between.

Customer.io Review 2024 (Email Marketing): Is Customer.io worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

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

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).