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You have a passion, a hobby, something that you are good at ー how do you convince people that it is worth buying?

2 Reasons Why You Shouldn’t Use Airtable or Notion As Your CRM Video posted on Jan 13, 2023 -

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

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.

Discussing sales and difficulties I was recently going through with clients and overall, how to sell value over an "hourly rate" type model.

Reclaim Discount Code - Get 20% Off Your First Year—no strings attached, just sign up through us and lock in any future Reclaim courses for free.

The 2 Best Clockwise Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 2 Best Spark Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Automation Debugging Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

The 2 Best Missive Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The 2 Best Reclaim Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

Learn all things Copper CRM best practices, automation, and integration.

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

How To Use CRM Opportunity Pipelines Video posted on Nov 19, 2020 - 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 🔥

Sandhill Markets Review 2024 (Personal Finance): Is Sandhill Markets worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Track Email Opens, Clicks, & Website Visits Straight Into Your CRM with Outfunnel Video posted on May 26, 2021 -

Using Motion & AI To Schedule Your Day Video posted on Feb 05, 2023 -

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Top 3 Affiliate & Referral Software & Tools in 2024 - Best Affiliate & Referral software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Affiliate & Referral software alternative is best for your team in 2023?

Outfunnel Discount Code - Free Marketing Email Automation Feature—no strings attached, just sign up through us and lock in any future Outfunnel courses for free.

Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

Airtable Discount Code - Free $10 Credit—no strings attached, just sign up through us and lock in any future Airtable courses for free.

Slite Discount Code - Get $100 Free Credit—no strings attached, just sign up through us and lock in any future Slite courses for free.

Everything you need to know about the main differences between HubSpot and Copper CRM.

Copper Discount Code - Free Crash Course ($1,200 Value) + Bonus Offer—no strings attached, just sign up through us and lock in any future Copper courses for free.

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.

Mercury Bank Discount Code - Get $250 After Depositing $10K—no strings attached, just sign up through us and lock in any future Mercury Bank courses for free.

Superlist Discount Code - 20% Off Any Plans for 1 Year—no strings attached, just sign up through us and lock in any future Superlist courses for free.

Harvest Discount Code - $10 Credit + 50% Off First Month—no strings attached, just sign up through us and lock in any future Harvest courses for free.

Directus Review 2024 (CMS): Is Directus worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Inbox Zero Discount Code - 30% Off Lifetime / 10% Off Monthly—no strings attached, just sign up through us and lock in any future Inbox Zero courses for free.

“For the first time, I could see how much time in human capital this would save our staff by automating some of our systems.”

folk Discount Code - 10% Off Annual—no strings attached, just sign up through us and lock in any future folk courses for free.

CleanShot X Discount Code - Get 10% Off + Lifetime Deal Available—no strings attached, just sign up through us and lock in any future CleanShot X courses for free.

HubSpot Review 2024 (CRM): Is HubSpot worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Payload Review 2024 (CMS): Is Payload worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Framer Discount Code - Get 3 Free Months (Pro Annual)—no strings attached, just sign up through us and lock in any future Framer courses for free.

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

Top 4 Database Software & Tools in 2024 - Best Database software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Database software alternative is best for your team in 2023?

Sunsama Discount Code - 14→30–Day Extended Free Trial—no strings attached, just sign up through us and lock in any future Sunsama courses for free.

You're looking for a recommendation on what CRM your company should use and are overwhelmed. Here's a simple guide.

Webflow + Whalesync Integration—Automatically sync your Webflow CMS collections with Airtable and Notion & Add new blog posts or collection items to your website without even opening up Webflow

How To Use Leads, People, Companies, Opportunities, & Projects In Copper CRM Video posted on Nov 03, 2020 -

Motion App Discount Code - Free Motion Setup Course (Once Released)—no strings attached, just sign up through us and lock in any future Motion courses for free.

Every recommendation Efficient App made, we have implemented. The admin and superintendents are thrilled with Copper.

Brave Review 2024 (Web Browsers): Is Brave worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

The CRM for small + medium teams (200 or less) that are using Microsoft 365. The marketing automation tool (and CRM) for mid + large teams (200–1,000) who require a robust and all-in-one tool like Salesforce.

Help Scout Discount Code - Free $50 Credit—no strings attached, just sign up through us and lock in any future Help Scout courses for free.

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event