Podcasts about copper crm

Is your agency leveraging CRMs to tailor personalized client experiences and nurture long-term client relationships? Are you tracking customer interactions from first message to delivery? In the dynamic world of agency-client interactions, CRM tools play a pivotal role in streamlining operations and enhancing customer experiences. Today's guest has made customer satisfaction his focus even since his start as a graphic designer and now offers a CRM system designed specifically with agencies in mind. Tune in to learn valuable insights on client management and relationship-building strategies for agencies. Steve Holm is the CEO of Copper, a CRM company that helps agencies track clients from initial interest to project delivery. He discusses the importance of building better relationships with clients and shares his background as a graphic designer and his experience in digital product development. In this episode, we'll discuss: How design can translate to customer value. Crafting a success path for designers at your agency. How to effectively use CRM to navigate customer relationships. One CRM designed specifically for agencies. Subscribe Apple | Spotify | iHeart Radio Understanding How Design Can Translate to Customer Value Steve's journey began as a graphic designer, crafting yearbooks for elementary schools using InDesign. He then transitioned to digital design at an agency collaborating with Facebook on feature and product development. Through his network of industry connections, Steve ventured into partnerships with various companies, eventually assuming a leadership role in product management. His background in design and product management equipped Steve with the skills to create a vision and roadmap for his company based on the impact they aim to have on customers. Since the beginning, Steve has seen that design can directly impact customer satisfaction and, as a result, business success. To him, the most important thing to keep in mind as you design is “what is the value this is giving to customers and how can I make a connection between my design and the value they're receiving?” Making this connection leads to increased revenue or reduced turnover. In his view, this approach translated well into the role of CEO, as he understood the significance of prioritizing customers, designing with the end consumer in mind, and working backward to the technology, rather than starting with the technology and trying to sell it. It's a philosophy very similar to that of Steve Jobs, who believed in designing products that cater to the needs and desires of customers. Establishing a Clear Path to Success for Designers at Your Agency As a designer who eventually transitioned to management roles, Steve knows that trajectory depends on the person. Throughout his professional journey, he has strived to elevate the role of design within strategic discussions to provide more avenues for designers to find fulfillment. Establishing a clear career path for designers, encompassing both technical expertise and management responsibilities, is crucial for retaining top talent. However, not all designers aspire to or are suited for managerial positions; some excel as creatives and prefer to stay in that role. The problem is that in certain organizations managerial roles are perceived as the sole route for designers to have a significant impact on the broader vision. At his organization, Steve focused on granting design a strategic role in project development. Addressing the issue of impact makes it easier to understand a designer's motivations for role transitions, their objectives, and how to support their success. When designers only see themselves getting ahead by moving into manager roles, Steve perceives it as a flaw in company operations. Designers should have more participation in strategic decisions. By exposing them to the right conversations and strategies, agencies can leverage their expertise to drive innovation and create customer-centric solutions. Navigating Your Agency's Customer Relationships with CRM Customer relationship management (CRM) is a crucial aspect of any business and, as such, agencies should provide world-class relationship building across every touchpoint in the customer journey. It's the way to engage prospects and close more deals, as well as, retain existing clients to grow those accounts. With ten years of experience in CRM and looking at it from end to end Steve believes it's important to provide the utmost quality at every step of the process. How are you engaging with customers from the moment they reach out? How are you interacting? Are you making sure to get feedback on what went well and what can be improved post-interaction? The right answers to these questions will help you remarket and grow your business from existing clients. For Steve, a key practice in this process is to have a CRM that tracks all these interactions, documents, and tasks for the post-sales, and project delivery stages all in one place, as well as trying to automate as much as you can. Automating relationship building at scale will allow you to improve overall efficiency across the customer journey. Two Key Aspects to Get Better Results from Your CRM System The main problem with CRM is data integrity because it is only as good as the data you put into it. Do you have the right data in the system? Without accurate and up-to-date data, the CRM system becomes ineffective and may lead to missed opportunities or miscommunication with clients. In this sense, Steve recommends automating data entry and integration with other tools such as email and calendar platforms to ensure your CRM system remains reliable and useful for managing customer relationships. Another key aspect of using CRM effectively is customization. Different businesses have unique workflows and processes, so it is essential to have a CRM system that can be easily customized to fit specific needs. This includes setting up multiple pipelines for different types of customers or projects, and being able to adjust and tweak the system as needed to align with changing business requirements. The CRM Designed Specifically for Agencies Copper CRM, Steve's business, recently reset their focus to relationship-intensive businesses, such as agencies, consulting firms, and financial services, which rely heavily on building and maintaining strong relationships with their clients, rather than focusing on high-volume leads and deals. Copper serves as both a CRM and project management system, which sets it apart from similar businesses. This integration allows clients to seamlessly track the entire client relationship, from pre-sales to post-sales, in one tool. With Copper, agencies can focus on growing their business knowing their CRM is set up for success. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

This episode is all about understanding what actually goes on when an agency is on and OFFBOARDING your user (which was their referral), and the issues that can arise from that process being broken. Read the article or listen in. If you do not have a good relationship with your SaaS partners – the people inside the organization on the sales, CS or product teams – you are not in a good position to make partnerships a value-add for your agency. In this discussion, Alex Bass, the founder of Cyber Bytes Inc, a successful reseller of tools like Copper CRM, Pandadoc, Asana and more, discusses his road to reseller-ship and the recent bumps he experienced. The main takeaways from our discussion are as follows: Find a hub tool which you can build more reseller relationships off of (more native integrations). Get involved in the communities (help communities and user forums/groups). Really learn the tool (partner webinars, docs, implementations). Develop relationships with the product and CS teams (continually inform their new team members of your agency and what sort of. referrals you are after). Find out and vet your software partners’ PRM to ensure your clients won’t be handcuffed in any way (demo their PRM and ask what happens if your referral wants to de-couple the relationships). Keep the clients’ experience at the forefront of the relationship (care less about the referral fee’s and more about the client experience). Stay away from software partners who are constantly pushing you to bring them more referrals (this needs to happen naturally).

The most popular question I’ve gotten over the last 12 months is around what tools do I use to build my personal brand.  And more importantly, how do I leverage these tools as part of my overall social strategy. There is no one-size-fits-all secret tool combination for personal branding success.  The main reason I haven’t blogged about all my tools is that I use A LOT of tools. And, I don’t believe any tool is the one perfect tool that does everything. On that same note, I don’t believe every person should use the exact same tools in the exact same way.  Not to mention that tools and social media platforms are changing so rapidly it’s hard to stay up to date with all the features and functions. With all that being said I decided to breakdown the tools I use into different sections and provide you a quick overview of each tool that I use. Please note: just because I use it doesn’t mean it’s a perfect fit for you. -- Had planned on sharing all the links for all the apps and tools and gear in the show notes but I couldn't get the formatting right so I will be creating a new landing page on iSocialFanz.com to support all of the tools and gear mentioned on this episode.  https://www.isocialfanz.com Website: Wix.com: Fabl.co:  CRM: Nimble.com Copper CRM for Gmail Accounting Software: Freshbooks Email Marketing:  Emma Email Social Media Marketing: Scheduling:  AgoraPulse: http://www.agorapulse.com?fp_ref=isocialfanz Buffer Content Consumption: Flipboard Content Research / Social Listening: Buzzsumo RivalIQ SEMrush: https://www.semrush.com/sem/?ref=0522534561&refer_source=&utm_source=berush&utm_medium=promo&utm_campaign=link Video editing & Marketing:  Camtasia - Easy Pro Editing Quicc.io - Captions http://cap.quicc.io/signup?fpr=isocialfanz VideoshopApp - Resizing Live Video Streaming: Ecamm Live: https://www.ecamm.com/mac/ecammlive/?fp_ref=brian51 Switcher Studio Podcast Editing & Hosting: Audacity Garageband Host:  Libsyn.com Mobile content creation: VideoshopApp Canva Wordswag Adobe Spark Post:  Gear: (Amazon Links): https://amazon.com/shop/isocialfanz# Tripod / Case:  iOgrapher Mobile Phone Case iOgrapher Flexible Tripod Manfrotto Tripod & iPhone holder Audio:  Rode Boom Mic Saramonic: UwMic 15 Systems Podcast microphone: Heil PR40 or Blue Vlog Camera: Sony RX100V Home Office desk: Autonomous.IO Standing Desk Full list of gear on my Amazon Influencer page:https://amazon.com/shop/isocialfanz#

Today, I'm talking with Sara Kappler of Sara Kappler Consulting. Sara is all about systems and tools to help your business with the back end -- KPI dashboards and CRMs. As a software consultant, she helps business select and implement technology to help them grow. Just as my business has evolved, so has Sara's -- the pain point she saw over and over was keeping track of where her clients were with new leads and with clients. Sara found an opportunity to delve into CRM software -- CRM is the acronym for Customer Relationship Management -- at last count, Sara knows of over 600 different CRM options! Sara focuses on helping the business and team members have the tools they need to help them be productive and have metrics and insight into the business and sales processes. I brought Sara onto the podcast because my audience has been asking about CRMs and I needed to bring on an expert. According to Sara, any business that has more than 30 customers could benefit from a CRM. It's businesses that are interacting with their customers repeatedly not necessarily a one and done kind of communication. It's relationships that you are building. It's continuing service that they are providing with their customers. Most people who come to Sara are using Excel, or Trello to keep track of leads and clients. Some aren't using anything to keep track of their interactions with their customers (and that's totally okay, start where you are and iterate!) They are struggling to put together a complete picture from the customer perspective. What Sara means by this is looking at things like: When were they last contacted? What has been said to them? What questions did they ask? What were the answers? When businesses are just a one man show 30 customers can be handled in their head most times. But when the business starts to grow and the team grows, then people quickly realize the need for a CRM so that everyone can be on the same page when the business owner starts to delegate client work. Whether you are using Excel, Trello, or good old fashioned paper and pen, you are doing something. It's much easier to move into a structured system when you are already doing SOMETHING. If you don't have anything going yet then it's a matter of asking yourself what your pipe dream is and ask yourself what you want to see at the end of the day with the work you have done. "I'm a big believer in starting with the end in mind." -Sara Kappler  The number one thing Sara finds her clients wanting is to follow up consistently. And when consistency falters, that's when CRM conversations start. You want some kind of system behind the scenes that will help you stay on track with your communications with your customers. Some of these things include: Celebrating client anniversaries Birthdays Special Promotions Sara's customers usually know they want things like better follow up with the customers. They usually have some kind of idea about sales and number of clients KPI. Most of the time though, they don't know what they don't know. It's not until you get into the CRM and see the possibilities that the light bulb goes off and they start to think I can't believe I haven't been doing this before. There are KPIs that people don't even realize they should be tracking for their business like: How long is the sales process? How long on average does it take for you to respond to a customer inquiry? KPI is the acronym for Key Performance Indicators, which simply means something that you are measuring in your business. So in the case of what I do and see, it's something like email open rates or number of sign ups for a webinar. The KPIs that Sara is referring to are ones that are internal to your business. I was curious -- when starting with a CRM… Let's say someone has 7 active clients, 3 of them are in a group program and 4 are 1:1 in different stages. Do you go historical on those 7 clients or do you go forward with everyone after those 7 clients when setting up a CRM? Sara believes you should always try to go back to track. There two most important things are: Referral source- Where did this client come from? One of the most insightful things you can see from CRMs is where your clients are coming from. Tracking this is going to save you time later and make the whole system much more insightful because it's really the base for your ROI the most elusive KPI out there. When did they purchase something from you? What kind of service/product was it? You should try to go back and look at your current clients and try to fill in the blanks. You then would track these things with every new client going forward. The more you track the more you'll get out of your CRM. There are different ways you can use a CRM. The CRM you use will depend on the types of tools you are using. If you are living in your email and you are communicating with your clients through email then you absolutely have to get a CRM that has an Two Way Email Sync. It will pull the information from your email into your CRM automatically. The same goes for if you are having phone conversations. Some CRMs have excellent phone integrations in them so it will log the calls that you are making in the CRM platform for you. Automatic touchpoint logging is critical. If you are using any kind of automation form, you have to set those up to feed directly in to your CRM. Other ways to feed people into your CRM include a business card scanner. There are apps that come with your CRM that will scan business cards from an event and put that information in the right place so you don't have manually enter that. You have to look at the business in question, look at the systems they are using, look at the processes they are using, and you try to automate it as much as possible. You look for a CRM that plays well with the tools you are already using. I wanted to include an update on Voxer communicating with a CRM system. Voxer communication doesn't have any means out of the software yet... but you can push from your CRM to Voxer, which means that if you want to post a note to Voxer for a client, you can do so inside your CRM, connect the CRM and Voxer within Zapier and send that message to the client... logging the client response is, however, a manual process. At this point in the conversation, I turned back to discussing the Tech Stack Framework -- we have a whole episode on it which you can listen to here: ***TECH STACK FRAMEWORK*** A CRM is most often going to sit at the base level of your tech stack. (Recall: you want to make sure your tech stack is solid.) And because it's a base tool, fully implementing the CRM so that it can serve your business as much as possible is the ultimate goal. Be sure to select a tool that "plays nice" with your other tools. CRMs have two main components. One is contacts which we have already talked about. The other is pipelines which is your process. These are usually called deals and they address things like what are people purchasing from you. On that side of things there is a ton of automation. CRMs will integrate with your quickbooks and different payment processing systems and anytime someone makes a purchase from you, that information should be feeding into your CRM automatically. Ideally, once you do the initial set up, you should be going into your CRM daily, looking at the dashboard, using it to see who you need to follow up with, but all this information you are looking at should be transferring into the CRM automatically. Even if you don't have complete integrations, if you know the shortcuts so you aren't copying and pasting, that's the next best thing. Think about when you go to the doctor, the first thing they always ask you is if your insurance or address has changed. Why are they always asking that? Because they are working out of a CRM. Their whole staff has been trained to do this because someone somewhere figured out that this is the best way to make sure they are getting the money for the services they are billing out. Every business is like this! There is one question that can be asked, it's something upstream, something manual, that will really add value to the way the business is running. Sara has several favorite CRMs. They are: Trello- great for small business Copper CRM- best integration with GSuite Pipedrive- this is good for a business with a lot of forms. Good for high volume business and will integrate with your phone. HatchBuck- this one is good for a business that is managing email and exchange with existing clients, but also have an online business component. Sara finds that with most CRMs it's the initial setup that is important and then quarterly check ins to make sure everything is moving smoothly. Your dashboards are only going to be as good as the data. If you don't set your tools up in a way that it's going to benefit you it's like throwing everything straight in the trash. So instead of doing this, use something that is going to help you move forward and make smarter decisions. If you are noticing that it is taking 17 interactions with someone to get them to buy a $300 products and it's taking 12 interactions with someone to get them to buy a $3000 product. This is telling you a lot of information. But if you don't have a CRM that allows you to track this information then you don't know how effective everything else has been. Without having data, it's hard to know things like: If you should spend more time on your smaller offers/bigger offers. How many touch points you have. The frequency of touch points. There are a million different things you are going to learn about your business if you start tracking these things. Personally, my tracking system isn't very good. So I'm calling that out now so that maybe in 6-8 months Sara can come back on the podcast and we can look at what I've learned :) I'd love to see you embrace a CRM -- and Sara offers a CRM matchmaking service specifically to help you find a CRM based on your tools. If you are DIY kind of person, then do your research. It's not a marriage. CRMs have free trials and monthly license fees, so if you start one and it doesn't work you can try another. Connect with Jaime: Instagram: @techofbusiness Twitter: @techofbusiness Facebook: @yourbiztech LinkedIn: https://www.linkedin.com/in/jaimeslutzky/ Email: jaime@techofbusiness.com Connect with Sara: Website: www.sarakappler.com Facebook: https://www.facebook.com/sarakapplerconsulting/ Instagram: https://www.instagram.com/sarakapplerconsulting/

Today, I’m talking with Sara Kappler of Sara Kappler Consulting. Sara is all about systems and tools to help your business with the back end -- KPI dashboards and CRMs. As a software consultant, she helps business select and implement technology to help them grow. Just as my business has evolved, so has Sara’s -- the pain point she saw over and over was keeping track of where her clients were with new leads and with clients. Sara found an opportunity to delve into CRM software -- CRM is the acronym for Customer Relationship Management -- at last count, Sara knows of over 600 different CRM options! Sara focuses on helping the business and team members have the tools they need to help them be productive and have metrics and insight into the business and sales processes. I brought Sara onto the podcast because my audience has been asking about CRMs and I needed to bring on an expert. According to Sara, any business that has more than 30 customers could benefit from a CRM. It’s businesses that are interacting with their customers repeatedly not necessarily a one and done kind of communication. It’s relationships that you are building. It’s continuing service that they are providing with their customers. Most people who come to Sara are using Excel, or Trello to keep track of leads and clients. Some aren’t using anything to keep track of their interactions with their customers (and that’s totally okay, start where you are and iterate!) They are struggling to put together a complete picture from the customer perspective. What Sara means by this is looking at things like: When were they last contacted? What has been said to them? What questions did they ask? What were the answers? When businesses are just a one man show 30 customers can be handled in their head most times. But when the business starts to grow and the team grows, then people quickly realize the need for a CRM so that everyone can be on the same page when the business owner starts to delegate client work. Whether you are using Excel, Trello, or good old fashioned paper and pen, you are doing something. It’s much easier to move into a structured system when you are already doing SOMETHING. If you don’t have anything going yet then it’s a matter of asking yourself what your pipe dream is and ask yourself what you want to see at the end of the day with the work you have done. "I’m a big believer in starting with the end in mind." -Sara Kappler  The number one thing Sara finds her clients wanting is to follow up consistently. And when consistency falters, that’s when CRM conversations start. You want some kind of system behind the scenes that will help you stay on track with your communications with your customers. Some of these things include: Celebrating client anniversaries Birthdays Special Promotions Sara’s customers usually know they want things like better follow up with the customers. They usually have some kind of idea about sales and number of clients KPI. Most of the time though, they don’t know what they don’t know. It’s not until you get into the CRM and see the possibilities that the light bulb goes off and they start to think I can’t believe I haven’t been doing this before. There are KPIs that people don’t even realize they should be tracking for their business like: How long is the sales process? How long on average does it take for you to respond to a customer inquiry? KPI is the acronym for Key Performance Indicators, which simply means something that you are measuring in your business. So in the case of what I do and see, it’s something like email open rates or number of sign ups for a webinar. The KPIs that Sara is referring to are ones that are internal to your business. I was curious -- when starting with a CRM… Let’s say someone has 7 active clients, 3 of them are in a group program and 4 are 1:1 in different stages. Do you go historical on those 7 clients or do you go forward with everyone after those 7 clients when setting up a CRM? Sara believes you should always try to go back to track. There two most important things are: Referral source- Where did this client come from? One of the most insightful things you can see from CRMs is where your clients are coming from. Tracking this is going to save you time later and make the whole system much more insightful because it’s really the base for your ROI the most elusive KPI out there. When did they purchase something from you? What kind of service/product was it? You should try to go back and look at your current clients and try to fill in the blanks. You then would track these things with every new client going forward. The more you track the more you’ll get out of your CRM. There are different ways you can use a CRM. The CRM you use will depend on the types of tools you are using. If you are living in your email and you are communicating with your clients through email then you absolutely have to get a CRM that has an Two Way Email Sync. It will pull the information from your email into your CRM automatically. The same goes for if you are having phone conversations. Some CRMs have excellent phone integrations in them so it will log the calls that you are making in the CRM platform for you. Automatic touchpoint logging is critical. If you are using any kind of automation form, you have to set those up to feed directly in to your CRM. Other ways to feed people into your CRM include a business card scanner. There are apps that come with your CRM that will scan business cards from an event and put that information in the right place so you don’t have manually enter that. You have to look at the business in question, look at the systems they are using, look at the processes they are using, and you try to automate it as much as possible. You look for a CRM that plays well with the tools you are already using. I wanted to include an update on Voxer communicating with a CRM system. Voxer communication doesn't have any means out of the software yet... but you can push from your CRM to Voxer, which means that if you want to post a note to Voxer for a client, you can do so inside your CRM, connect the CRM and Voxer within Zapier and send that message to the client... logging the client response is, however, a manual process. At this point in the conversation, I turned back to discussing the Tech Stack Framework -- we have a whole episode on it which you can listen to here: ***TECH STACK FRAMEWORK*** A CRM is most often going to sit at the base level of your tech stack. (Recall: you want to make sure your tech stack is solid.) And because it's a base tool, fully implementing the CRM so that it can serve your business as much as possible is the ultimate goal. Be sure to select a tool that "plays nice" with your other tools. CRMs have two main components. One is contacts which we have already talked about. The other is pipelines which is your process. These are usually called deals and they address things like what are people purchasing from you. On that side of things there is a ton of automation. CRMs will integrate with your quickbooks and different payment processing systems and anytime someone makes a purchase from you, that information should be feeding into your CRM automatically. Ideally, once you do the initial set up, you should be going into your CRM daily, looking at the dashboard, using it to see who you need to follow up with, but all this information you are looking at should be transferring into the CRM automatically. Even if you don’t have complete integrations, if you know the shortcuts so you aren’t copying and pasting, that’s the next best thing. Think about when you go to the doctor, the first thing they always ask you is if your insurance or address has changed. Why are they always asking that? Because they are working out of a CRM. Their whole staff has been trained to do this because someone somewhere figured out that this is the best way to make sure they are getting the money for the services they are billing out. Every business is like this! There is one question that can be asked, it’s something upstream, something manual, that will really add value to the way the business is running. Sara has several favorite CRMs. They are: Trello- great for small business Copper CRM- best integration with GSuite Pipedrive- this is good for a business with a lot of forms. Good for high volume business and will integrate with your phone. HatchBuck- this one is good for a business that is managing email and exchange with existing clients, but also have an online business component. Sara finds that with most CRMs it’s the initial setup that is important and then quarterly check ins to make sure everything is moving smoothly. Your dashboards are only going to be as good as the data. If you don’t set your tools up in a way that it’s going to benefit you it’s like throwing everything straight in the trash. So instead of doing this, use something that is going to help you move forward and make smarter decisions. If you are noticing that it is taking 17 interactions with someone to get them to buy a $300 products and it’s taking 12 interactions with someone to get them to buy a $3000 product. This is telling you a lot of information. But if you don’t have a CRM that allows you to track this information then you don’t know how effective everything else has been. Without having data, it’s hard to know things like: If you should spend more time on your smaller offers/bigger offers. How many touch points you have. The frequency of touch points. There are a million different things you are going to learn about your business if you start tracking these things. Personally, my tracking system isn’t very good. So I’m calling that out now so that maybe in 6-8 months Sara can come back on the podcast and we can look at what I’ve learned :) I’d love to see you embrace a CRM -- and Sara offers a CRM matchmaking service specifically to help you find a CRM based on your tools. If you are DIY kind of person, then do your research. It’s not a marriage. CRMs have free trials and monthly license fees, so if you start one and it doesn’t work you can try another. Connect with Jaime: Instagram: @techofbusiness Twitter: @techofbusiness Facebook: @yourbiztech LinkedIn: https://www.linkedin.com/in/jaimeslutzky/ Email: jaime@techofbusiness.com Connect with Sara: Website: www.sarakappler.com Facebook: https://www.facebook.com/sarakapplerconsulting/ Instagram: https://www.instagram.com/sarakapplerconsulting/

Today I'm here with Chirag Gupta who runs a coworking space calls NoD Coworking. He developed the space to be an area that people could come together to network and pool their resources, stemming from a passion for helping others. Having always liked the idea of starting an accelerator/incubator, I had some questions around the business model and how difficult it is to get a space started and self-sustaining.

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

If you took every tech company logo and stacked them by color, here's what you'd see: some red, some shades of black, grey, and white, some green. But all those stacks would be in the shadow of one color: blue. Samsung, Facebook, Lenovo, PayPal, hp, Dell—the list of blue logos goes on and on. So what did Morgan Norman, CMO of Copper (née ProsperWorks)? He went pink. With a dash of creative and a spritz of data analysis, Morgan went bold and rebranded in a major way. But—a rebrand isn't just a name and a color. The new mentality has to fill up every nook and cranny of the company, employees need to buy in, users need to be kept informed. On this episode of Renegade Thinkers Unite, Drew Neisser talks with Morgan Norman about the keys to a full rebrand, some common hurdles, and more about B2B marketing. Join in to hear lots of inspirational conversation and more on this company name change! Subscribe on Apple Podcasts- Stitcher - or Podsearch What You’ll Learn Why a company name change? Before its company name change, Copper was a very successful business. It was not looking for a different name to boost sales or to pull itself out of a slump. However, there were still various reasons to change its name. ProsperWorks was a hard name for people to remember. It was even harder for people to say. Prior to its name change, it was in 110 countries, and the name ProsperWorks was hard to translate. Studies were also showing that customers were consistently misspelling its name. All of these reasons culminated in a desire to explore new company names. Just a coat of paint, or a complete overhaul? When ProsperWorks changed its company name to Copper, it did not just change its name - it changed its entire brand. Morgan explains that every bit of product was overhauled, from customer interactions and existing content, to its brand and the company’s roadmap of where it wanted to go. He said that with the new name, the brand changed to revolve around relationships. How Copper used a relaunch to generate interest in its brand Copper used its relaunch to help generate interest in its brand in several different ways: They launched a new advertising campaign: CRM Minus the Bad Stuff. Their ads were enough to make the public curious enough to finish the story by finding out more information on the product. Copper utilized billboard ads. They ran 2 at a time in San Francisco near the airport. This captured the audience of people flying in. They also put a human face to CRM. They produced massive amounts of content about the company and its new name. The name change was surrounded by information on the company. Timeline [2:30] Who is Morgan Norman? [5:52] Why ProsperWorks changed its name to Copper [7:31] Which came first: the name change or the URL [12:24] Why the name Copper instead of Copper CRM [15:43] Why Copper chose pink in branding [17:46] A complete overhaul: from name to product [21:34] Internal involvement before a name change [27:25] The launch of Copper’s new name [30:18] How to use a relaunch to generate interest in your brand [35:22] Top lessons from name changing [38:47] Key metrics that matter in marketing Connect With Guest: Morgan’s Bio on Copper’s Website Connect with Morgan on LinkedIn Follow Morgan on Twitter Resources & People Mentioned Book: Subscribed by Tien Tzuo Campaign: CRM, Minus the Bad Stuff Connect with Drew http://renegade.com/ On LinkedIn On Twitter On Facebook On Instagram

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

Today I'm here with Dan Fellars from Openside and we're talking about all things Airtable. Airtable is user-friendly database software, think of Google Sheets and Excel, but with a bit more structured in that it can actually be used at a mass scale for business processes. In this episode, we talk about how you can leverage automation and the ever-evolving cloud software tools available to build custom solutions, all without the traditional development overhead.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

On this episode of Analysis Paralysis, I am talking to Jaime Nacach. He runs a successful marketing company and fell in love with automation after using it inside of his existing company. Naturally, that has led to him building a side company solely built around automation and Jaime has been going through the process of transitioning into an automation-focused business solutions company.

On this episode of Analysis Paralysis, I am talking to David Zisner. He was an electrical engineer that worked at Intel for 15 years doing assembly line automations. He is now consulting and doing automation for small to medium size businesses.