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Company News

An update on Sherlock + Copper integration

As of last week, we’ve closed out our first full quarter of the Sherlock <> Copper combination. To say it’s been a whirlwind would be an understatement. Lots of work to do, which is only eclipsed by the amount of opportunity ahead.

With that said, we thought it would be helpful to give an update on where we stand with our integration of Sherlock and Copper.

For those who haven’t been following along, we had two major goals in combining the Sherlock and Copper offerings; one short-term and one longer term.

Goal #1. Build a Sherlock to Copper integration for shared SaaS customers

Sherlock was built to help SaaS businesses more intelligently integrate their product data into their CRM (and other tools). So, the first goal of the combined entity was obviously to create an integration between Sherlock and Copper’s CRM suite so that our shared customers can take advantage of Sherlock data from within Copper.

I’m happy to say that we’ve completed this work, allowing SaaS customers of Sherlock and Copper to utilize both platforms. Now, when you want to drive a product-qualified lead process with Copper, this integration will allow you to do just that. And when you want to give your Customer Success team better visibility into product engagement as they manage their accounts in Copper, you can. Bringing Sherlock data into Copper can unlock operational efficiencies beyond your wildest dreams.

Sherlock data as custom fields in Copper records

Goal #2. Use Sherlock technology to power relationship insights from within Copper

The bigger (and longer-term) goal for our combined companies has always been to leverage Sherlock technology in order to accelerate Copper’s vision to bring clarity and intelligence to the relationships that drive business.

Copper has always believed that your CRM should be more than just a dumb database. We believe that your CRM should be smarter — and the heart of your business. It should help you identify the right opportunities, take the right actions, prioritize your day-to-day work, and build the relationships that will build your business. This belief was a key driver of the Sherlock acquisition.

While it’s still early in our pursuit of this goal, we are excited by the progress we’ve made. We hope to be able to share some results with Copper users in the coming months. Stay tuned!

And if you're not already a Sherlock user, contact us to see how it works.

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