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If you relate emails and activities automatically, you can't have automatic tracking of communication along with automatic filtering out of communication. Maybe eventually this type of thing will be possible with AI improvements.

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.

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.

Pipedrive Review 2024 (CRM): Is Pipedrive 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.

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

Streak Review 2024 (CRM): Is Streak 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.

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

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?

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

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

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

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?

The CRM for heavy call & sms—focused small and mid-size sales teams An all-in-one project management tool and suite of products for teams.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for heavy call & sms—focused small and mid-size sales teams

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for enterprise teams (1,000+) with highly complex processes. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

folk is a simple yet powerful spreadsheet-like CRM for individuals. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for heavy call & sms—focused small and mid-size sales teams For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for small + medium teams (200 or less) that use Google Workspace. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. folk is a simple yet powerful spreadsheet-like CRM for individuals.

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).

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

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

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for small + medium teams (200 or less) that use Google Workspace. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for small + medium teams (200 or less) that are using Microsoft 365. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for heavy call & sms—focused small and mid-size sales teams

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.

The CRM for heavy call & sms—focused small and mid-size sales teams folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that use Google Workspace. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

The CRM for enterprise teams (1,000+) with highly complex processes. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

The CRM for small + medium teams (200 or less) that are using Microsoft 365. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for enterprise teams (1,000+) with highly complex processes. The CRM for heavy call & sms—focused small and mid-size sales teams

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

The CRM for enterprise teams (1,000+) with highly complex processes. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for small + medium teams (200 or less) that are using Microsoft 365.

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.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

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.

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?

Book a time with a professional Copper CRM process consultant.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. folk is a simple yet powerful spreadsheet-like CRM for individuals.

The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce. The CRM for enterprise teams (1,000+) with highly complex processes.

The CRM for small + medium teams (200 or less) that use Google Workspace. The CRM for enterprise teams (1,000+) with highly complex processes.

The CRM for small + medium teams (200 or less) that use Google Workspace. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

The CRM for small + medium teams (200 or less) that use Google Workspace. For medium + large teams looking for a task-based project management tool, where goals and reporting are important.

The CRM for enterprise teams (1,000+) with highly complex processes. For teams of all sizes looking for a flexible and user-friendly database (spreadsheet replacement) that can easily connect with other tools.

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

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.