Arrow pointing to left
All posts

Copper news

How Amigo Manages Multiple Streams of Business with Copper

Copy blog urlTwitter share logoLinkedin share logoEmail to logo
Article featured image
Author photo: Copper Staff

Copper Staff

Contributors from members of the Copper team

In the digital age, marketing requires agility. The best campaigns emerge from fast-moving cycles of design, implementation, measurement, and learning.

The problem that marketers face, especially in large enterprises, is that they're impeded by legacy systems, siloed data, and overstretched development teams. This leads to an uphill struggle in attracting customers, as people have trained themselves to ignore digital advertising.

Meet Amigo.

Amigo is a technology company that empowers marketers to bring their ideas to life. It focuses on helping brands provide amazing digital experiences to prospects and customers. Because Amigo is feather-light and easy to implement, it can also deliver campaigns within legacy I.T. systems—with minimal development resources.

Amigo's 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. We also have other business streams like account management, campaign design, operations, and investor relations that we need to manage effectively.”

How do you keep all of your relationships in one place?

Faced with this challenge, 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.”

Copper lives right inside Gmail, making it easy to see every contact's records at a glance.

Along with Copper being tailor-made for Google, the Amigo team appreciates how the system supports multiple pipelines (and multiple pipeline stages) 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.

So many pipelines, so much more time.

“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.”

With's Copper 100% customizable pipelines, Amigo could name them whatever they wanted.

Frederic’s team also has a Client Pipeline with a Campaign Proposal stage, where they can 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.

As a bonus, 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, we're excited to see how Copper facilitates its workflows at every step of the way.

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Ideo graphic
Masterclass graphic
Swell graphic
Bubbles graphic
Try Copper free image

Keep Reading

All posts
Arrow pointing to right
Featured image: Copper CRM product principles … 2023 and beyond

6 min READ

Copper CRM product principles … 2023 and beyond

How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.

Featured image: An easy way to track your critical workflows

6 min READ

An easy way to track your critical workflows

Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.

Featured image: How to get more leads and hit your sales quota

3 min READ

How to get more leads and hit your sales quota

Skip the looming dread of missing your sales quota with these expert tips on how to get more leads.

Featured image: Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

2 min READ

Case study: SportsDataIO powers a personalized email marketing strategy with Copper X Mailchimp

Fast-growing sports data provider added our Mailchimp integration to Copper CRM to power up their email marketing with personalized newsletters.