How To Use Opportunity Pipelines In Copper CRM

Full Post: efficient.app/post/setting-up...
Get Copper (+ Free Crash Course): efficient.link/r/copper
🎁 Redeem Crash Course for free ($1,200 Value): efficient.deals/copper
Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this video I'll answer both of these questions & more 👌🏻
A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there.
I've outlined some powerful prompts in the article below to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥
Full Post: efficient.app/post/setting-up...
★ Take Copper CRM to the next level: efficient.app
★ Copper CRM Tips & Tricks: efficient.tips
Timestamps:
0:00 - Introduction
0:15 - Before You Create A Pipeline
1:22 - Mapping Your Opportunity Pipeline
2:12 - Stage Naming & Workflow
5:28 - Final Thoughts
#CopperCRM #CRM #BestPractices #Business #Process #Automation

[@efficientapp]

If you have any questions about how you're currently using your opportunity pipeline, let me know! Happy to help 🙌

[@andra_]

The 👑 of business process automation 👌🏻

[@efficientapp]

Super nice, thank you :)

[@miguelartiga4653]

Very insightful and super helpful at the same time! :)

[@efficientapp]

Glad to hear it ☺️ thanks for the comment!

[@doughaefele3328]

Hey Alex, nice video overview of opportunity workflow. We are using multiple pipelines to track opportunities for certain service offerings. For example in my company we can sell printing and fulfillment services and we want to track these opportunities separately and maintain visibility across pipelines for any given sales person. Any ideas?

[@efficientapp]

Hey Doug! Glad it could help in some way! We typically do not recommend multiple sales pipelines and instead leveraging filters (with a required "service" dropdown field), this is unless the sales process between the two offerings are majorly different (along with the datapoints you're selecting).
It's tough to make specific recommendations without actually seeing the existing process, but we regularly get our customers to combine any sales pipelines, and to instead get creative with filters instead. This will make managing the sales team and reporting way easier, and if you do build any automations in the future, you only need to build it once (also cheaper to maintain). We believe in simplifying whenever possible, and pipeline filters are way more powerful than most realize.