Copper

Copper is a CRM platform designed to integrate seamlessly with Google Workspace (formerly G Suite), making it ideal for event marketers who rely on Gmail, Google Calendar, and other Google tools for collaboration. With its focus on simplicity, automation, and ease of use, Copper helps event professionals organize contacts, track communication, and optimize workflows to drive attendee engagement and sponsorship opportunities.

Key Features:

1. Google Workspace Integration:

• Integrate natively with Gmail, Google Calendar, and Google Drive for seamless event communication.
• Automatically sync attendee and sponsor interactions directly from Gmail into the CRM.

2. Contact and Lead Management:

• Store and organize attendee, sponsor, and exhibitor details in a centralized CRM.
• Track communication history, preferences, and engagement data for personalized outreach.

3. Pipeline Management:

• Visualize and manage event-related opportunities, such as sponsorship deals or ticket sales, with customizable pipelines.
• Track the progress of each deal from initial contact to close.

4. Email Tracking and Automation:

• Send and track event promotions, reminders, and follow-ups directly from the CRM.
• Automate repetitive email tasks, such as sending registration confirmations or sponsorship proposals.

5. Task and Activity Management:

• Schedule reminders, follow-ups, and meetings to ensure timely communication with leads and attendees.
• Use activity tracking to stay on top of deadlines and deliverables.

6. Custom Fields and Tags:

• Create custom fields and tags to categorize attendees, sponsors, or exhibitors based on event-specific criteria.

7. Reporting and Analytics:

• Generate reports on ticket sales, sponsorship revenue, and campaign performance.
• Use insights to measure ROI and optimize future event strategies.

8. Mobile App:

• Access attendee information, update pipelines, and log interactions from any device.

9. Integrations and API Support:

• Connect with tools like Eventbrite, Zoom, Mailchimp, and Slack to streamline workflows.
• Use Copper’s APIs for custom integrations with event platforms.

10. Collaboration Tools:

• Share contact information, notes, and updates with team members for better coordination.
• Assign tasks to team members to ensure accountability and efficiency.

Benefits for Event Marketing Professionals:

• Effortless Integration: Leverage Google Workspace tools to manage communication and collaboration seamlessly.
• Centralized Data Management: Organize and track attendee and sponsor information in one platform.
• Enhanced Efficiency: Automate repetitive tasks to save time and focus on strategic event planning.
• Improved Collaboration: Share updates and tasks with team members to ensure smooth operations.
• Actionable Insights: Use analytics to track performance and make data-driven decisions.

Use Cases:

• Sponsorship Sales: Manage outreach, proposals, and follow-ups with potential sponsors through customizable pipelines.
• Event Promotion: Track the success of email campaigns and engagement with prospective attendees.
• Post-Event Engagement: Send thank-you emails, feedback surveys, and future event invitations.
• Lead Tracking: Monitor and nurture attendee and exhibitor interest before, during, and after the event.
• Hybrid and Virtual Events: Coordinate communication and track interactions for online and in-person audiences.

Copper is a user-friendly and efficient CRM solution for event marketers seeking to optimize workflows and enhance communication. Its integration with Google Workspace, automation capabilities, and robust reporting make it an excellent tool for managing event relationships and driving success.