Case Study: Udacity achieves a streamlined, data-driven sales process with Copper

Education Startup Udacity Uses Smart CRM to Build Their Sales Process

Udacity is a Mountain View–based education startup that offers industry-backed online programs and Nanodegrees to help learners build job-ready skills. Rapid enterprise growth put pressure on the small team to formalize a repeatable sales process, but they needed a lightweight CRM that integrated seamlessly with Gmail so reps wouldn’t waste time switching apps and onboarding would be fast.

Udacity adopted Copper’s Gmail-integrated CRM and Chrome extension, which required no heavy setup and let the team manage contacts, tasks and opportunities inside their existing workflow. The clear pipeline reports and automated data capture improved visibility, data quality and team collaboration, saving implementation time and helping the sales team move prospects through the funnel faster and with better qualification.

Udacity

Clarissa Shen

VP of Business Development