通过 Google Workspace 同步 Copper CRM 联系人并节省 CRM 许可费用
Copper CRM 是一款出色且功能强大的客户关系管理软件。然而,对于许多企业来说,它可能并不是最合适的选择,尤其是如果他们不需要像 Copper 这样的 CRM 所提供的大量功能。那些主要寻求客户联系管理解决方案的公司,往往会因为过多的功能而感到负担沉重。 高昂的许可证费用 与客户关系管理相关,每个团队成员都需要单独的许可证。
Yet, there is a more affordable and suitable way for such companies to organize and manage their interactions with clients. SharedContacts.com offers a fantastic alternative to CRMs like Copper. It provides several key benefits, including affordability, as it does not require a separate license for every team member. This makes it accessible for businesses with tight budgets. The tool ensures streamlined collaboration among co-workers, allowing everyone to access, update, and share contact information easily. With Copper and Google Contacts integration, users can manage contacts directly on their mobile devices, enhancing usability and mobility. The interface is user-friendly and familiar, reducing the learning curve and enabling quick adoption by new users. By turning your CRM data into 谷歌共享联系人通过该应用程序,您的整个团队可以在 Google 生态系统内轻松协作。
SharedContacts.com is a cost-effective, collaborative, and convenient alternative for businesses focused on efficient contact management without the high costs and complexity of CRMs like Copper, and it takes mere minutes to install it and enjoy its functionality.
铜到谷歌集成
Copper 和 Google 之间的集成非常简单,只需几步即可完成。要进行设置,请登录您的 CRM 账户并按照以下说明操作:
- 在铜仪表盘的左侧菜单中,点击 设置.
- 在屏幕顶部找到并点击设置 Google,然后选择 谷歌同步设置.
- 选中标有 谷歌联系人单向同步.
完成这些步骤后,Copper 将在您的 Google 联系人中创建一个专用文件夹。任何输入 CRM 的新数据都将自动与您的 Google 账户同步。

重要提示 初始同步并非一蹴而就。如果你没有立即在谷歌通讯录中看到 "铜 "标签,不用担心。完全同步需要几小时到 24 小时不等。
Share Copper Contacts With SharedContacts.com
Once your contacts have been successfully transferred from Copper CRM to Google Contacts, you can share them with colleagues and team members using the SharedContacts.com application.
Access your SharedContacts.com account. If you don’t have the app installed, click 这里 以便轻松安装。
- 在左侧菜单中找到存储所有同步联系人的 "铜 "标签,然后选择它。
- 点击 共享标签 按钮。

在下一个窗口中,系统会提示你选择要授予访问权限的人员并指定其权限。
- 在 电子邮件 字段,通过从列表中选择合作者、输入他们的姓名或键入他们的电子邮件地址来添加合作者。
- 从可用选项中为每个团队成员选择适当的权限级别。
- 点击 共享标签 以完成该过程。
现在,任何允许您访问 Copper 联系人的人都可以根据您设置的权限查看和使用他们。

铜与谷歌通讯录集成的结论
In summary, while Copper CRM offers a robust suite of features for managing customer relationships, it may not be flawless for organizations focused primarily on contact management. SharedContacts.com, on the other hand, provides a cost-effective and efficient alternative, allowing businesses to manage contacts without the burden of multiple licenses. Integration with Google Contacts improves collaboration, making it easy for team members to access and share contact information, and the user-friendly interface ensures quick adoption and ease of use.
By choosing SharedContacts.com, businesses can enjoy a clearer, more affordable approach to contact management, ensuring they stay organized and efficient without incurring the high costs associated with traditional CRMs like Copper.
没有评论