Case Study: Egan Company achieves collaboration and growth with Copper

Egan Company builds a culture of teamwork and collaboration using Copper

Egan Company, Minnesota’s largest single-source partner, needed a better way to manage customer data and communication across 17 teams and 1,000+ employees as it expanded into 12 specialty trades. After moving to a Google-based workflow, the company looked to Copper for a CRM with deep Gmail integration and an easy interface for users who were not familiar with CRM software.

Copper implemented flexible, customizable pipelines for each operating unit, along with Gmail syncing, mobile tracking, reporting, marketing tools, and API-based integrations with Egan’s internal systems. The result was stronger cross-team visibility, less manual data entry, improved adoption over four years, and support for Egan’s growth to $280M in annual revenue.

Egan

Jessica Johnson

Director of Marketing