Case Study: OZ shortens sales cycle and streamlines pipelines with Copper

The OZ Team Replaces Salesforce with Copper to Drive Success

OZ is a creator-first platform that helps celebrities, artists and social-media entrepreneurs launch paid private “Clubs” for exclusive livestreams and catalog content. After a successful Nordic Gymnastics livestream and plans to expand into sports, OZ found its Salesforce setup too complex and rigid for a holacratic, fast-moving organization that needed simple, flexible pipeline tracking and broader team participation.

OZ replaced Salesforce with Copper, which staff adopted quickly and which allowed non-sales teams to engage directly in CRM workflows. They implemented geographic pipelines (US and Europe), an Already Onboarded pipeline, and an On-hold & Incomplete stage, and now use Copper reporting and @mentions to track deal volume and speed communication. The change shortened their sales cycle, improved opportunity visibility and collaboration, and gave OZ a scalable, easy-to-use system to support growth and new markets.

OZ

Armina Ilea

Talent and Partnership Manager