Copper blog
Sales - 5 min READ
What is a sales pipeline, and what should it include?
Learn what a sales pipeline is, how it can benefit your business, and how to create your first one.
3 min READ
5 ways to use CRM to get ahead of supply chain issues right now
Supply chain disruptions appear to be ongoing, but here’s how to stay ahead of them to minimize the impact of the supply chain crisis on your biz.
Sales
WTF are hot leads & how do I find them?
What are hot leads? How do you qualify them? Learn everything about finding and nurturing hot leads, plus grab a free hot lead qualification checklist!
5 min READ
What is audience segmentation research and analysis?
Use these 3 steps for audience segmentation research and analysis to maximize your sales and marketing efforts.
Copper news - 2 min READ
What’s new in Copper: Mobile app, pipelines and file experience enhancements
We’ve been hard at work improving the overall user experience in Copper, including mobile app enhancements, refinements to pipelines and more.
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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
How to use your CRM for project task management: 5 use cases
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.
6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.
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.
Productivity - 5 min READ
Supercharge your productivity with Copper’s Chrome extension
Eliminate painful tab-switching with Copper right in your inbox and calendar using our Google Chrome extension.
Copper news - 3 min READ
Case study: WoodBlocX accelerates revenue 10X and expands across Europe using Copper
Scottish garden box retailer added B2B sales and exploded its e-commerce arm over 6 years using the platform. Read how.
Marketing - 7 min READ
Email marketing CRM integration: 6 steps for campaign success
Streamline your campaigns with email marketing CRM integration. Follow these 6 steps to create successful, personalized email campaigns.
Sales - 6 min READ
6 quick tips for managing and maintaining CRM data in Copper
Clean CRM data is critical for accurate reporting, plus it supports marketing and sales efforts. Here are 6 best practices for managing your Copper CRM data.
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
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.
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.