Copper course in Mianwali

Course Outline: Copper CRM

1. Introduction to Copper:
   • Overview of Copper and its core features.
   • Understanding Copper’s integration with Google Workspace (Gmail, Google Calendar, Google Drive).
   • Comparing Copper with other CRM platforms.
2. Getting Started with Copper:
   • Creating and setting up a Copper account.
   • Navigating the Copper user interface and dashboard.
   • Configuring initial settings and user preferences.
3. Google Workspace Integration:
   • Integrating Copper with Gmail, Google Calendar, and Google Drive.
   • Leveraging Google Workspace tools for CRM activities.
   • Synchronizing emails, calendar events, and documents with Copper.
4. Contact and Lead Management:
   • Importing and managing contacts and leads within Copper.
   • Creating and customizing contact and lead records.
   • Using Copper’s features to track interactions and manage lead data.
5. Opportunity and Pipeline Management:
   • Setting up and customizing sales pipelines and stages.
   • Managing opportunities and tracking sales progress.
   • Using Copper’s pipeline views and filters to monitor and analyze sales activities.
6. Task and Activity Management:
   • Creating and assigning tasks, calls, and follow-ups.
   • Scheduling and managing activities within Copper’s calendar.
   • Using reminders and notifications to keep track of tasks and deadlines.
7. Email and Communication Tools:
   • Integrating and using Gmail with Copper for email management.
   • Creating and utilizing email templates and tracking interactions.
   • Managing communication history and notes within Copper.
8. Project and Workflow Management:
   • Setting up and managing projects and tasks.
   • Tracking project milestones, dependencies, and deadlines.
   • Collaborating with team members and sharing files and updates.
9. Reporting and Analytics:
   • Creating and customizing reports and dashboards.
   • Using Copper’s analytics tools to track CRM metrics and performance.
   • Building and interpreting visualizations for data-driven insights.
10. Automation and Workflow Rules:
    • Setting up automation rules for CRM processes.
    • Creating automated tasks, notifications, and workflow actions.
    • Using workflow triggers, conditions, and actions to streamline operations.
11. Integration with Other Tools:
    • Integrating Copper with third-party applications and services.
    • Using Copper’s API and connectors for data integration.
    • Managing and ensuring data consistency across integrated systems.
12. Data Security and User Management:
    • Managing user roles, permissions, and access controls within Copper.
    • Implementing data protection measures and ensuring compliance.
    • Utilizing Copper’s security features to safeguard CRM data.
13. Customization and Best Practices:
    • Customizing Copper to meet organizational needs (e.g., custom fields, pipelines).
    • Implementing best practices for CRM usage and Google Workspace integration.
    • Strategies for maintaining data accuracy and optimizing CRM use.
14. Course Review and Practical Exercises:
    • Hands-on labs for configuring Copper, managing contacts, and setting up pipelines.
    • Practical exercises for creating reports, managing tasks, and using communication tools.
    • Final review of key concepts and practical applications.

Advanced Topics (Optional):

• Copper Advanced Features:
  • Overview of advanced features such as Copper’s AI-driven insights and automation tools.
  • Leveraging Copper’s deep integration with Google Workspace for advanced CRM capabilities.
• Custom Reporting and Advanced Integration:
  • Advanced techniques for custom reporting and dashboard creation.
  • Integrating Copper with other business systems and custom applications.