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! 👉👉
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:
Recent Webinars
Coffee with Copper: Working with pipelines
In our next installment of Coffee with Copper, we’re diving into best practices for working with pipelines.
Coffee with Copper: Copper Integrations
Following our recent launch of the Integrations Marketplace, we'll be highlighting some of the most popular Copper integrations that our customers love to use.
See the latest at Copper
We’ve been hard at work adding new features, integrations and support to better serve businesses like yours. In this quick video, our product expert Jessica walks you through all the improvements we’ve made this year.
Goodbye Data Entry
Hello Copper.
Try it free!
No credit card required. Start your 14-day free trial today.