COPPER CRM – GOOGLE WORKSPACE CRM

Module 1: Introduction to Copper CRM

• Copper CRM overview: CRM built natively for Google Workspace
• Copper and Google Workspace: deep integration philosophy
• Copper objects: People, Companies, Opportunities, and Leads
• Navigating Copper: pipeline, list views, and Google integration points

Module 2: Contact and Company Management

• People and Company record creation in Copper
• Google Contacts sync: bidirectional contact synchronisation
• Auto-enrichment: Copper AI filling in contact details automatically
• Tags and custom fields: organising and segmenting CRM records

Module 3: Opportunity and Pipeline Management

• Pipeline stages: configuring deal stages and probability
• Opportunity creation: associating people, companies, and activities
• Multiple pipelines: supporting different sales processes or teams
• Pipeline health: rotting deals and stuck opportunity alerts

Module 4: Google Workspace Integration

• Gmail sidebar: managing CRM from within Gmail inbox
• Google Calendar sync: logging meetings automatically in Copper
• Google Drive: attaching Google Drive files to CRM records
• Chrome extension: accessing Copper from any Gmail message

Module 5: Automation and Workflow

• Workflow automation: trigger-action rules for stage changes and tasks
• Activity reminders: automated follow-up task creation
• Lead routing: automatic assignment of new leads to reps
• Google Sheets integration: syncing CRM data to spreadsheet reports

Module 6: Communication and Email Tools

• Email tracking: open and click notifications from Gmail
• Email templates: reusable personalised templates in Gmail
• Sequences: automated multi-step email outreach
• Bulk email: sending tracked campaigns to contact segments

Module 7: Reporting and Dashboards

• Copper reports: pipeline value, activity, and conversion metrics
• Google Looker Studio: connecting Copper data for advanced reports
• Leaderboard: team performance ranking by activities and deals
• Goal tracking: setting and monitoring individual and team quotas

Module 8: Capstone Project and Assessment

• Copper CRM setup: pipeline stages, custom fields, and Google sync
• Workflow automations for lead routing and follow-up tasks
• Google Looker Studio dashboard build connected to Copper data
• Final assessment and course certification

Experience in the Industry Learn from Copper CRM specialists and Google Workspace consultants who have implemented Copper for professional services firms, agencies, and technology companies where Google Workspace is the primary productivity platform.

Backgrounds at the Top Our Copper trainers have worked at Google Workspace reseller organisations and sales operations teams choosing Copper for its frictionless Gmail integration and minimal data entry requirements.

Clear & Effective Teaching Copper CRM pipeline management, Google Workspace integration, Gmail sidebar, auto-enrichment, workflow automation, email sequences, and reporting are explained with practical Google-first CRM examples.

Hands-On Learning Focus Students configure Copper pipelines, use the Gmail sidebar, set up workflow automations, create email sequences, sync Google Contacts and Calendar, and build Looker Studio dashboards through structured labs.

Up-to-Date Knowledge Trainers keep content current with the latest Copper CRM releases, Google Workspace integration enhancements, Copper AI features, and evolving Google-native CRM best practices.