Arrow pointing to left
All posts

Copper news

Accelerate Your Sales Process with Automated Actions

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

Copper Staff

Contributors from members of the Copper team

There is a misconception that being successful at sales means that you are an outgoing “people person.” While there are many soft skills that go into being a top sales rep, the one unifying quality that all successful sales reps and teams have is a consistent process. I am pleased to announce that Copper has just released our Automated Actions suite - the product that will ensure you and your sales team follow the sales process that will maximize your results. The Automated Actions suite gives you the ability to automatically assign tasks to Copper users at any stage in your sales funnel. Set it up once, and never miss out on an opportunity!

task automation

The idea of Automated Actions came from our own sales team at Copper. We have a killer sales process that we spend time tweaking and optimizing, but even we fall into the trap of running after the shiny deal that’s right in front of us. We know better than to ignore the core fundamentals that have been proven to drive results. With the launch of the Automated Actions suite we now automatically assign tasks to our sales, marketing, engineering, and customer success teams at the appropriate time in the sales cycle, which ensures we stick to the processes we know are successful. Lets look at an example that we hear frequently: A new prospect signs up on a lead form and we want to make sure our sales team calls them. All it takes is (1) selecting the criteria (e.g. “Leads” with activity “Created”), and (2) setting up the task (e.g. assign task “Schedule call with new lead” to sales rep “John Smith” and remind him about the task after two days). In this scenario, Sales Rep John Smith will now automatically receive a task to “Schedule call with new lead” via Copper and via email whenever a lead is created in Copper. Check out this video to see it in action.

task automation

Automated Actions can be linked to any entity in Copper to match your unique business needs. Use this new Copper functionality to take what are normally manual tasks, and automate them to drive consistent processes and increased efficiency. Check out our knowledge base article for more details. This is the first step in building the ultimate “if this, then that” tool in Copper with multiple updates already in the roadmap. The Copper sales team is setting up our Automated Actions right now. Let us know how your sales team is using Automated Actions!

Cheers, Shaun

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.