Copper blog

Marketing - 7 min READ
Why is content marketing important for your business?
Learn why a content marketing strategy is important, plus 5 best practices for creating content.

Copper news - 2 min READ
Google Workspace picks Copper: Recommended for Google Workspace
We’re pleased to be recommended as a Google Workspace app for another year running.

Copper news - 2 min READ
Copper now stores and organizes all the documents you send through Gmail — in one place.
New file organization capabilities automatically sync with Gmail and Calendar and surface your important customer files across CRM records.

Sales - 4 min READ
4 advantages of using a VoIP CRM integration
With VoIP/CRM integration, sales teams can track leads better, provide exemplary customer service and work effectively and efficiently.

Sales - 6 min READ
5 questions to ask to build your best sales pipelines and reports in Copper
Sales forecasting is only as accurate as the CRM reports and pipelines it’s based on. Our sales team shares tips for perfecting your sales pipelines.
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Popular

8 min READ
5 Ways to use Pipeline email automations that save your team time
Save hours with smarter email follow-ups that scale with you and help you never miss a beat

8 min READ
5 Forms you need on your website to capture more leads
Capture more leads, automate follow-ups, and keep your pipeline full with these must-have website forms.

4 min READ
5 ways to use CRM and project task management for small businesses
Learn how CRM task management tools work, why you need them and 5 creative ways to use these tools in your own business. Read more!

6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.

Marketing
Introducing the new Copper X Mailchimp 2-way integration
Our Mailchimp CRM integration moves from 1-way to 2-way sync, so customer data flows both ways and your databases are always up-to-date.

Sales - 4 min READ
7 things to know when switching from Universal Analytics to Google Analytics 4
There are many reasons to switch to Google Analytics 4 from Universal Analytics — and Google won’t support the old version starting in 2023.

Sales - 4 min READ
4 reasons to switch to Copper from Insightly CRM
There’s a reason Copper CRM comes out top on the list of Insightly CRM alternatives. Everything you need to know about Insightly vs. Copper.

Sales - 5 min READ
7 benefits of using software for scheduling meetings with qualified leads
Up your efficiency with software for scheduling meetings with qualified leads. Everything you need to know to get started.

4 min READ
Sales and marketing alignment is possible. Here’s how.
After spending a lot of time refining our internal sales and marketing coordination, we narrowed it down to 6 strategies. Give them a try.

Sales - 9 min READ
Create a lead management process - 4 step guide
Create a lead management process by organizing leads, scoring leads, nurturing leads & collaborating with your team to close deals. Read more.

Sales - 4 min READ
Celebrating Small Business Week 2022
Market gap? No problem. A spotlight on the wins of some of Copper's small businesses

4 min READ
Keep your calendar up to date with Google’s calendar scheduler feature
Now, clients and prospects can schedule a meeting via Google Calendar using the new Google calendar scheduler feature. Here’s how.

Copper news - 2 min READ
Case study: Diag Partners graduates from spreadsheets to Copper, improves data integrity
This boutique recruiting firm grew to track 105+ job openings, using Copper as their single source of truth and drastically improving data integrity.

4 min READ
8 best practices for B2B email marketing lead generation strategies
Learn how to optimize your B2B email marketing strategy for lead generation and conversion with these tips.

3 min READ
3 ways to use personalized videos in B2B sales
Hand-made videos can be incredibly effective in B2B sales — even more so than slick, professional video productions. We break down 3 types.

Client success - 3 min READ
Peer-to-peer support: empowering and engaging customers
Copper’s committed to offer self-service support to our customers. Our Customer Enablement Manager shares her experience with peer-to-peer support.

Sales - 7 min READ
Copper on Copper: an inside look at how we use our own CRM software
Walking the walk as a CRM means using your own software internally. Here’s how the Copper team uses Copper daily to drive operations forward.

6 min READ
How to conduct competitor research in 4 phases
Learn what competitor research is and how to conduct effective competitor analysis to inform your marketing strategy.

Copper news - 2 min READ
How VMG Cinematic uses Copper X Coda to manage projects in motion
This video production exec. built his own “plug-in” connection between Copper and the document app Coda, feeding data seamlessly between platforms.