How Amigo Manages Multiple Streams of Business with Copper
Case Studies

How Amigo Manages Multiple Streams of Business with Copper

In this digital age, marketing requires agility, as the best campaigns emerge from a fast cycle of design, implementation, measurement and learning. The problem that marketers face, especially in large enterprises, is that they are impeded by legacy systems, siloed data, and overstretched development teams. Moreover, there is an uphill struggle in attracting customers, as people have all trained themselves to ignore digital advertising.

Amigo is a technology company that enables marketers to bring their ideas to life. They focus on helping brands provide amazing digital experiences to prospects and customers. Because Amigo is featherlight and easy-to-implement, it can also deliver campaigns within legacy I.T., with minimal development resource.

When asked about business operations, Amigo Managing Director, Frederic Kalinke, describes their business development strategy: “We’re a small company and we have to be very targeted in our prospecting approach.” He goes on to say, “We also have other business streams like account management, campaign design, operations and investor relations that we also need to manage effectively.”

To keep all of their relationships in one place, Frederic’s team set out on a lengthy CRM hunt. “We went through several suppliers,” he recalls. “Our main need was for a CRM that synced with Google because we use Gmail, Hangouts, Calendar, and Google Drive every day.” Although several solutions offer these capabilities, “they were often hacky with tons of workarounds that didn’t work for the team.”

This changed when Amigo found Copper - “It just makes our lives so much easier,” says Frederic. “Obviously, the G Suite integration is what drew us to the product. I love the Chrome extension for Gmail because I can add contacts and categorize without ever leaving my inbox.”

Along with Copper being tailor-made for Google, the Amigo team appreciates how the system supports multiple pipelines to manage various stakeholders. “We tried to customize pipelines with other CRMs, but they always seem to impose a rigid structure,” says Frederic. With Copper, Amigo can customize pipelines to their liking.

“When we’re trying to bring new clients on board, we use our Prospect Pipeline. Within this, we research the marketing problems our prospects are facing. We then Evaluate the prospect based on a set of criteria and create an Email Pitch. If they’re happy with what they see, we place them in the Set Meeting stage of the pipeline, before moving them to Close.”

Frederic’s team also has a Client Pipeline, complete with a Campaign Proposal stage, where they commercials and set a delivery date. From there, clients migrate through the following stages: Send Contract, Awaiting Contract, Design Campaign, Test Campaign, Await Client Signoff, and Launch Campaign. Additionally, Amigo has a Partner Pipeline that uncovers opportunities to partner with agencies, and an Investors/Shareholders pipeline to manage finances and fundraising.

Copper has also helped Amigo streamline internal communication. “We have client-facing teams in London, and developers in Birmingham. We use Copper to coordinate tasks across remote offices.”

As Amigo continues to grow and diversify their pipeline protocol, Copper is excited to be included every step of the way. To find out more about Amigo, read their blog: What is Agile Marketing?