Copper vs. Linked Helper

Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.

Incentivized

At the end of the day, Linked Helper isn't just a tool for us – it's an essential part of our team. It helps us navigate the complexities of LinkedIn with a human touch, forging connections that lead to meaningful partnerships and business growth. It's like another member of our growth team:)

• The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
• Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
• Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
• Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
• Pricing is very competitive.

Incentivized

• Identifying and connecting with potential clients and partners.
• Nurturing leads through personalized messaging sequences.
• Generating qualified leads for our business development efforts.
• Analyzing the performance of our outreach campaigns and optimizing strategies accordingly.

• Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
• I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

• Have better pre settings that will not
• You will lose your LinkedIn bc LinkedIn considers it cheating on their platform
• LinkedIn says you are not supposed to use this so use and lose your LinkedIn.

I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.

Incentivized

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.

Incentivized

In all fairness, other CRM tools I have used were set up by a corporate IT person who knew much more than I do about programming. Therefore, those were easy to use and had the features I expected them to have. Whereas I, with minimal IT experience, set up Copper by myself. It works very well for what we do, so it is a very user-friendly program.

An excellent price-to-quality ratio, complemented by swift and supportive customer service.

• The ability to nurture abandoned prospects via Sequences has proven to be a great tool for our Business Development Team. Rather than leaving the nurturing to Marketing, the BD Team is able to play a more active role in reviving abandoned Opportunities with a higher potential for conversion to clients.
• Probably the biggest positive impact Copper has had for our company is its ability to export to Sheets. As a financial services company, we live inside of spreadsheets and are constantly crunching numbers. Being able to pull important data out of Copper and into a tool like sheets has allowed us to create a robust series of charts and metrics enabling us to tweak our performance for the better.
• The biggest negative impact Copper has had on our overall business might be in the inability to track interactions between members of our company that don't have Copper licenses. While we don't need every member of our company to use all of the features within the CRM platform, the lack of email tracking for all people within our company causes the interaction counts for prospects/clients to be skewed and not reflect the true count of total interactions.

Incentivized

• Thanks to LinkedIn Helper, no lead is forgotten or ignored. The ability to automate engagement results in improved lead generation outcomes and a better chance of receiving positive responses or building relationships for future opportunities. Owing to this platform, the quality of work involving leads is significantly enhanced. It saves a considerable amount of time and money.