Item: Copper
Rating: 8
Author: Ben J. Varghese

Overall Satisfaction with Copper (formerly ProsperWorks)

Use Cases and Deployment Scope

Copper [(formerly ProsperWorks)] is being used by the sales team as well as the marketing team primarily to build pipelines, track prospects, and forecast opportunities. Inside sales involves a lot of high-touch transactions over phone and email. Copper not only helps capture and qualify those actions on leads quickly but also automates repetitive tasks and logs activity so that the team can effortlessly manage a high volume of leads. With email-open tracking and deal alerts, we are able to prioritize the hottest leads and generate pipeline faster.

Pros and Cons

Pros

G Suite Integration
Sales automation
Pipeline management
Mobile CRM

Cons

Lack of Features
Lack of Flexibility Outside G Suite
Customer Support needs to be quicker

Return on Investment

Too early to say

Alternatives Considered

Salesforce.com, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Zoho CRM, HubSpot CRM and Totango

The software is designed to mimic the look of Google products. This makes it easy to use for people already familiar with Google products.

It syncs with G Suite apps like Google Contacts and Google Calendar, and it is directly accessible from Gmail. It appears as a sidebar within Gmail and can be hidden if needed.

Key Insights

Do you think Copper delivers good value for the price?

Yes

Are you happy with Copper's feature set?

Yes

Did Copper live up to sales and marketing promises?

Yes

Did implementation of Copper go as expected?

Yes

Would you buy Copper again?

Yes

Other Software Used

HubSpot CRM, ZoomInfo, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Skype for Business (formerly Lync), now part of Microsoft Teams, LinkedIn Sales Navigator

Usability

[Copper (formerly ProsperWorks)] will even act as a personal assistant by searching through emails and making suggestions. If it sees a contact within an email conversation that could be a potential lead, it will let the user know. The user can then accept or decline to add the lead.

Triggers can be set to automatically assign tasks to a lead. Reminders can be set for following up, setting tasks, or scheduling calls. When a lead has been converted, these contacts will automatically transfer to the sales pipeline list.

Support Rating

It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.

Likelihood to Recommend

Positives for [Copper (formerly ProsperWorks)]:
-G Suite Compatibility: An industry problem Copper CRM is focused on solving is the lack of integration with current software systems like G Suite. Copper CRM is fully compatible with G Suite, and it is the only sales automation solution endorsed by Google.
-Copper CRM is focused on the time-to-value ratio. It aims to provide the maximum value possible while limiting the time it takes for its users to input data manually. Some of its features include workflow and task automation for users who sign up for the two higher tiers.
-Simplicity: Copper CRM is designed to be simple. The software has a handy sidebar where users can search for tasks, tracked emails, opportunities, and companies. A link to contact the Support team is also included. If users have issues, they can simply reach out to this team.
-Quick Onboarding: Setting up or switching to Copper is a quick and painless experience. Copper focuses on getting new users set up within days, not weeks or months like some of its competitors.

Negatives:
-Lack of Features: The biggest drawback of Copper CRM is the lack of features it provides its users. It is designed for simplicity. Therefore, it is missing many of the advanced features offered by its competitors. For example, it doesn’t offer users a dedicated account manager, and click-to-call requires third-party software.
-Lack of Flexibility Outside G Suite

Copper Feature Ratings

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Copper the new Gold!!