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How Our Customer Success Team Uses a CRM
Today ’ s Crms are loaded with features to help you make the most of your customer relationships. But what really matters is how your team uses them to set up and maintain that success. Many companies have trouble getting Acclimated and finding a steady rhythm with their Crm. Others have trouble getting Buy-In and full cooperation from different players in the organization.
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1. We take full advantage of activity types.
Copper ’ s platform offers three activity types: phone calls, meetings, and To-Dos. If you have more client interactions than these, you can also create custom activity types like “training” and “Demos”. With this detailed data on hand, we’re able to provide more personalized, actionable, and Proactive support. If you have more customer interactions than these,
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2. We integrate Copper with Zendesk.
The dynamic two-way integration between Zendesk and copper allows our cs team to access a complete view of interactions that a customer or lead has had with the business. Any of us can view new, pending, on hold, solved, closed, and open tickets associated with a customer or lead in the “related” section of their Crm record.
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3. We use Copper to collaborate. A lot.
A snazzy Crm platform is nothing without a concerted, Systemized, and streamlined effort to use it. Cue copper’s collaboration features like@ -mentioning, customer and seller moment visibility, and real-time sales help from your team are some of the most commonly used by our teams here at copper. The@ -mention feature is one of the fastest and most efficient ways to make sure that a team member is looped into the right conversations.
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4. We use Copper to make handoffs much smoother.
You can
create custom fields- Date fields
- Number fields
- Checkboxes
- URLs
- Percentages
- Currencies
- Tags
- Connect fields
- Text areas for keywords or paragraphs
- Single and multi-select dropdowns
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