Case Study: Back To The Roots achieves streamlined sales and PR workflows with Copper (formerly ProsperWorks)

An Organic Food Startup Back To The Roots Uses ProsperWorks to Run Sales and PR efforts

Back to the Roots is an Oakland-based organic food startup that grew quickly from a campus project into a national brand sold at retailers like Whole Foods, Target and Costco. As the team expanded to a small-but-busy staff, sales and PR workflows became fragmented (PR was managed in Excel) and they needed a CRM that would organize brokers, distributors and media contacts, track conversations and fit into their Gmail-based workflow.

They chose ProsperWorks for its ease of use and tight Gmail/Chrome integration. Sales and partnerships use it to add contacts, log history, set tasks and reminders, while PR imports and segments media lists (Media A/B/C), filters leads and schedules follow-ups. The result: significant time savings (hours saved daily for partnerships and weekly for PR), more efficient follow-up and collaboration, and better-managed outreach across sales and media teams.

Back To The Roots

Annalee Finkenbinder

Partnerships Lead