From Spreadsheets to CRM: Beyond Contacts
ON-DEMAND

From Spreadsheets to CRM: Beyond Contacts

So you've moved your contacts from spreadsheets to CRM, now what?

The thing is, pretty much everything you're doing in a spreadsheet...

From keeping lists of customers to managing workflows, active sales targets, upcoming action items (and other data)...

All of that stuff can be done in a CRM.

In a much faster (and less painful) way.

If you don't want to spend hours every single week looking at spreadsheets anymore, this webinar's for you.

And no, we're not going to show you how to move a bunch of names and numbers from a spreadsheet to a CRM.

We'll show you more than that.

Watch now to find out a better way to do non-spreadsheet-friendly tasks, like:

  • Logging and tracking your to-dos with Tasks and Activities
  • Viewing and filtering your pipeline data (without wanting to pull your hair out)
  • Managing sales pipelines properly (it’s actually much easier when you’re not using spreadsheets)
  • Easily identifying filterable data points related to your process using custom fields
  • And more!

Ready to leave spreadsheets behind for good? Register here to watch now! 👉👉

I consent to receiving emails about Copper products and special offers. By submitting this form you agree to our terms. See our privacy policy to learn about how we use your information.

Thanks for registering! We'll see you July 10th at 10AM PST/ 1PM EST!

Curious to learn more about our product? Try our product for free!

Try Copper Free

From Spreadsheets to CRM: Beyond Contacts

A continuation of our "spreadsheets to CRM" tutorial, this webinar shows you how to fully adapt your processes & workflows to CRM.

Hosted By:

Perri Gutteridge

Implementation Specialist

Recent Webinars

From Spreadsheets to CRM: Beyond Contacts

From Spreadsheets to CRM: Beyond Contacts

A continuation of our "spreadsheets to CRM" tutorial, this webinar shows you how to fully adapt your processes & workflows to CRM.

From Spreadsheets to CRM: Beyond Contacts

Accelerate Your Sales Process

Get contracts signed and close deals faster thanks to DocuSign, Copper, and G Suite.

From Spreadsheets to CRM: Beyond Contacts

Goodbye Data Entry, Hello Automation

With Copper + Zapier, you could be automating 100s of tasks leaving you more time to focus, and close deals faster. Learn how Jump450 Media was able to scale quickly and save their team 30 hours a week.

Goodbye Data Entry

Hello Copper.
Try it free!

No credit card required. Start your 14-day free trial today.