Come utilizzare Copper CRM: il miglior strumento CRM nel 2025?

Ever feel like you’re juggling too many balls when dealing with customers?

That’s where customer relationship management (CRM) software comes in.

Think of it as your super-organized digital assistente.

Rame CRM is one of these tools, and it’s really good at smoothing the sales process.

In this guide, we’ll show you how to use Copper CRM, anche se sei un principiante assoluto.

Immergiamoci!

CRM in rame

Ditch the dati entry drudgery! Copper CRM seamlessly integrates with Google Workspace, so you can manage leads and close deals without leaving your inbox.

Try Copper for free LEGGI LA RECENSIONE COMPLETA

Getting Started with Copper CRM

Okay, so you’re ready to give Copper CRM un tentativo?

Fantastico! Ecco come iniziare:

Iscrizione

• Head over to the Copper CRM website. You’ll see a big button that says “Free Trial” or “Get Started.” Click it!
• They have several different plans to choose from. The basic plan is probably enough if you’re starting out. You can always upgrade Dopo se hai bisogno di più funzionalità.
• The best part? Copper CRM works seamlessly with your Google account. So, if you use Gmail or Google Calendar, setting up will be super easy.

Trovare la strada

When you first log in, you’ll see the Copper CRM dashboard.

Think of this as your home base. It gives you a quick overview of your sales.

Here are some of the main things you’ll see:

• Leads: These are potential customers who have shown interest in your Attività commerciale.
• People: This is where you store all your contact information for leads, customers, and anyone else you work with.
• Companies: If you work with businesses, you can keep track of them here.
• Condotte: This is where you see your sales process in action. It shows you where each deal is, from the first contact to closing the sale.

Don’t worry if it seems like a lot at first. You’ll get the hang of it quickly! Copper CRM is designed to be user-friendly, and you can customize it to work best for you.

Why is this important for your Attività commerciale?

• Sales reps can easily see what’s going on with their deals and stay organized.
• You can connect Copper CRM to your Google Calendar to schedule meetings and reminders.
• Flusso di lavoro automazione could help you save time by automating tasks like sending emails or updating records.
• Copper CRM can support your overall business development efforts by streamlining your sales process.

In the next section, we’ll learn how to add and manage your contacts in Copper CRM. Let’s go!

Managing Your Contacts in Copper

Contacts are key to any CRM.

Copper CRM makes managing them a breeze!

Aggiunta di contatti

• Manualmente: Enter contact details yourself.
• Importare: Bring in contacts from spreadsheets like Google Sheets or other CRMs.
• Chrome extension: Quickly grab contact info from emails and websites.

Rimanere organizzati

• Contact types: Group contacts (leads, customers, etc.).
• Tag: Categorize contacts with labels (e.g., “hot prospect”).
• Note: Add essential details to contact profiles.

Finding Contacts Fast

• Ricerca: Find contacts by name, email, company, etc.
• Filtri: Create custom filters to find specific contacts (e.g., “leads in California”).

Perché è importante:

• Strong lead management helps you track and nurture leads.
• Easy sharing of contact info with your team using Google Sheets and Google Docs.
• Build better relationships by monitoring interactions and adding notes.
• Lead scoring helps you to focus on the most promising leads.

On to the next step: working with leads and opportunities!

Working with Leads and Opportunities

Leads are potential customers, and opportunities are deals you’re working on.

Copper CRM helps you manage both!

What are Leads?

Leads are people or companies who might be interested in what you sell.

Copper CRM helps you track leads so you remember them.

You can add notes about each lead, like where they came from and their interest.

Turning Leads into Opportunities

When a lead gets severe, it becomes an opportunity!

This means you’re moving them through your sales process. Copper CRM helps you see where each deal is at.

The Sales Pipeline

The sales pipeline is like a map of your sales process.

It shows you each step a deal goes through, from the first contact to the final sale.

Copper CRM makes it easy to see what’s happening with each opportunity.

Perché è importante:

• Easily track leads and take advantage of every chance to connect.
• Smoothly move leads through your sales process and increase your chances of closing deals.
• See your sales pipeline and identify any bottlenecks.
• Improve team adoption by providing a clear and visual way to manage the sales process.
• Use email templates to communicate effectively with leads and opportunities at each pipeline stage.

Next, we’ll look at how Copper CRM can automate your work and save you time!

Automating Your Workflow with Copper

Imagine if Copper CRM could do some of your work for you.

That’s what automation is all about!

Why Automate?

Automation saves you time and helps you get more done.

It’s like having a robot assistant that handles repetitive tasks.

What Can Copper Automate?

• E-mail: Copper can send emails automatically, like welcome messages to new leads or follow-up messages after a meeting.
• Compiti: It can create reminders for you, like “call this lead tomorrow” or “send a proposal next week.”
• Flussi di lavoro: You could set up workflows to automate whole processes, like moving a lead to the next stage when they take a specific action.

How Does This Help You?

• More free time: Spend less time on busy work and more on what matters, like talking to customers.
• Fewer mistakes: Automation helps you avoid errors that can happen when you do things manually.
• Clienti più soddisfatti: Stay in touch with your customers without lifting a finger.

Examples of automation in action:

• Send a welcome email to every new lead that enters your Gmail posta in arrivo.
• Make a task to follow up with a lead a week after your initial meeting.
• Use drip campaigns to nurture leads with a series of automated emails.
• Automatically move a lead to the “qualified” stage when they download a resource from your website.

You could focus on building relationships & closing deals by automating your day-to-day work.

Up next, we’ll share some helpful tips & tricks for using Copper CRM like a pro!

Alternative a Copper CRM

Eccone alcuni Alternative al CRM in rame con una breve panoramica di ciascuno:

• GoHighLevel: Una piattaforma di marketing e vendita completa, progettata per agenzie e aziende, che offre strumenti completi, tra cui creatori di funnel, email marketing, automazione degli SMS e gestione dei clienti.
• Pipedrive: Un CRM incentrato sulle vendite, noto per i suoi intuitivi canali di vendita visivi, che aiuta i team a gestire le trattative e a monitorare i progressi in modo efficiente.
• Mantenere: Specializzato nell'automazione per le piccole imprese, combina le funzionalità CRM con l'email marketing e la gestione della pipeline di vendita.
• Campagna attiva: Una piattaforma di automazione dell'esperienza del cliente che integra funzionalità di marketing, vendite ed e-commerce, consentendo comunicazioni personalizzate e flussi di lavoro automatizzati.
• HubSpot: Una piattaforma ampiamente riconosciuta che offre una serie di "hub" per vendite, marketing, assistenza clienti, gestione dei contenuti e operazioni, ideale per le aziende che cercano soluzioni integrate.
• ClickFunnels: Principalmente un funnel di vendita e una landing page costruttore, con alcune funzionalità di raccolta di lead e di base di email marketing, focalizzandosi su campagne online orientate alla conversione.
• Popolare: Un CRM semplice, integrato e proattivo con funzionalità quali pipeline di vendita, campagne e-mail, gestione dei contatti e automazione del flusso di lavoro.
• Immediatamente: Questa azienda si concentra sulla ricerca di lead e e-mail fredda sensibilizzazione, offrendo gestione delle relazioni con i clienti, monitoraggio dei lead e automazione dei processi di vendita.
• ClickUp: Una piattaforma versatile per la gestione del lavoro che può essere personalizzata per funzionare come un CRM, offrendo funzionalità quali gestione dei contatti, visualizzazioni della pipeline di vendita, integrazione e-mail e dashboard personalizzabili.
• CRM del lunedì: Una piattaforma altamente personalizzabile, strutturata come un foglio di calcolo, che consente la gestione completa dei lead, le previsioni di vendita, la sincronizzazione delle e-mail e il monitoraggio delle attività.
• Capsula CRM: Un CRM orientato alla crescita, progettato per essere semplice, che aiuta le aziende a gestire i contatti, monitorare le transazioni di vendita e mantenere le relazioni con i clienti con funzionalità come pipeline multiple e gestione delle attività.
• Approfondito: Un CRM adatto alle piccole e medie imprese, che offre gestione dei contatti e dei progetti, automazione del flusso di lavoro e robustezza segnalazione, insieme a un'interfaccia intuitiva.
• CRM Freshsales: Un'opzione conveniente che offre funzionalità complete per i team di vendita, tra cui comunicazione sui lead, strumenti di conversione, punteggio dei lead basato sull'intelligenza artificiale e solide capacità di integrazione.
• Forza vendita: Una piattaforma CRM solida e leader del settore che offre funzionalità complete per vendite, marketing e servizi, nota per la sua elevata personalizzazione e scalabilità per le grandi aziende.
• Zendesk: Principalmente una piattaforma di assistenza e supporto clienti che offre anche solide funzionalità CRM, garantendo una gestione e un'analisi end-to-end delle interazioni con i clienti.

Conclusione

So there you have it! You’ve learned the basics of Copper CRM.

It’s a really helpful tool for keeping your contacts organized, managing your leads, and making more sales.

The best part is that it’s super easy to use, especially if you’re already using Gmail and Google Calendar.

Don’t forget that Copper CRM can even do some of the work for you with automation!

Now it’s time to try it out for yourself!

See how Copper CRM can help your business grow.

If you get stuck, remember that Copper has tons of helpful resources on their website.

Buona vendita!

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