190625 Webinar Spreadsheetsto CRM hero
Video
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! 👉👉

Copper uses the information you provide to us to contact you about our relevant software and content. You may unsubscribe from these communications at any time. For more information, check out our privacy policy

Want to try Copper for yourself? Start a 14-day free trial!

Try Copper FreeWorking image

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

220908 CWC Q4 Banner2
Video

Coffee with Copper: Reporting with Copper 101

With our updated reports permissions coming soon, Copper admins and account owners will be able to share report visibility with their teams.

220822 CWC Q2 Blog
Video

Coffee with Copper: Top tips for email marketing with Copper

For our next Coffee with Copper session, we’re thrilled to tackle one of your most highly requested topics — email marketing with Copper.

Coffee with copper webinar page header 1
Video

Coffee with Copper: How Copper uses Copper

How the Copper team uses Copper with key insights from our sales and revenue operations leaders.

Ipad UI updated image
Goodbye Data Entry

Hello Copper.
Try it free!

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