Katrina Oko-Odoi
Content Marketing Manager
Maintaining uninterrupted internal communication across 17 teams and 1,000+ employees is a tall order in itself. But with each business operating unit managing its own completely unique workflow, it’s a recipe for missing and inaccurate data. As specialty contracting firm Egan Company grew simultaneously in 12 different specialty trades, it began to experience cracks in customer data and communications.
After a migration away from Microsoft Dynamics to become a fully Google-based business operating out of Gmail, disparate emails and spreadsheets no longer cut it for Egan’s leadership team. Director of Marketing Jessica Johnson spearheaded the search for a new CRM with a deep Gmail integration and easy-to-use interface since more than half of its employees were unfamiliar with CRM.
Copper met the company’s needs to a T. Since then, Egan has grown in size and substantially increased its adoption rate with Copper in the last 4 years.
Flexibility and customization help seal up the cracks
With a unique operating model, Egan Company knew it needed quite a bit of customization for the platform to fully meet its needs. But at that time, a lack of programmers on staff rendered any coding impossible. With Copper, each operating unit was able to easily customize its own pipeline to its unique operational process — while enabling other teams to view its activities and thus support a smooth customer experience across the organization.
Egan has also found value in Copper’s:
- Mobile app for on-the-go activity tracking
- Flexible integrations and Open API to build its own integration with Egan’s proprietary job creation platform
- Reports suite to track key metrics for each operating group
- Gmail integration for automated syncing of CRM data across users and teams
- Marketing Tools to support account-based marketing and prospecting efforts
But perhaps the biggest impact has been on company culture, Jessica reports. Get her take — and see all of Egan’s results in the full case study.
