Copper blog
3 min READ
The appeal of spreadsheets for SMBs: Best friend or worst enemy?
Small business owners love spreadsheets, but are they helping or hindering your biz? Here’s how to know when you’ve outgrown spreadsheets—and what to do next.
7 min READ
Enhance remote work and collaboration with our integration partners
Leaders of remote or hybrid workforces face many challenges, but with the right technology you can empower your team to thrive. Here’s how.
Client success
How to calculate customer retention rate (and 3 ways to improve it)
Retaining customers will have a significant impact on your company’s bottom line. Learn how to calculate customer retention rate and ways to improve it.
4 min READ
Techniques to build customer relationships amidst post-pandemic workforce shifts
B2B relationship management must evolve along with the workforce, and it starts with deepening relationships across customer companies. Here’s how.
4 min READ
Using product engagement metrics for SaaS product led growth
Product led growth is a big buzzword for SaaS companies these days. But what product engagement metrics do you need to track to get it right? Here’s our primer.
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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 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.
3 min READ
DMP vs. CRM vs. CDP: choosing the right martech
A quick and dirty breakdown of 3 martech acronyms every business should know: DMP, CRM, and CDP. Find out which ones you need!
6 min READ
10 important productivity tools for business consultants & consulting firms
Consultancies face many challenges, but the right tools will keep you moving forward. Try these 10 productivity tools for business consultants.
Productivity - 8 min READ
How to create a signature in Gmail with logo with 3 easy methods
Learn how to add your company logo in your signature in Gmail. Discover the fastest way, a more complex method, as well as free tools you can use.
5 min READ
Google Workspace vs Office 365: What's best for your business?
Google Workspace or Office 365? Discover how they compare in terms of business value in our in-depth comparison guide.
Sales - 9 min READ
Learn 6 tactics to closing more deals
Having trouble closing deals? From crafting stronger sales pitches to making the sale, discover 6 surefire strategies to help you seal more deals.
2 min READ
Infographic: 28 stats about CRM & reporting every SMB will want to know
28 shareable stats on small and midsize businesses' experiences with CRM and reporting. The numbers might just surprise you!
5 min READ
Return to work and tech
Work-from-home tech can make or break your teams’ productivity and collaboration. Our thoughts to help guide your workforce tech decisions.
7 min READ
The loathsome state of my inbox
Business leaders are drowning in cold emails, and they're nothing to write home about. Why B2B cold emails aren't working.
5 min READ
How to plan for the death of the cookie? Prioritize first-party data.
First party data has always been important. But now, as cookie deprecation looms, first party data is a must-have.
Productivity
Copper’s VOGSY integration
Copper’s VOGSY integration bridges the gap between sales and product delivery. Automatically sync your opportunities for lead-to-cash insight.
5 min READ
What is account based marketing (ABM)?
Account based marketing is a long-term strategy with a huge payoff. Learn how ABM works and 4 strategies to execute it flawlessly.
2 min READ
Infographic: 2021 state of customer relationships
Shareable statistics from our 2021 customer relationships survey for at-a-glance insights into marketing and sales.
4 min READ
Simplifying contract management with our DocuSign CRM integration
Interested in a DocuSign CRM integration? Copper CRM and DocuSign work together seamlessly to make signing contracts a breeze. Check out the best DocuSign CRM.
Sales - 8 min READ
What is marketing automation?
The best way to get more ROI out of marketing automation is to back it up with a strategy. Learn how marketing automation works and if it’s a fit for your business.
5 min READ
How CRMs can improve SaaS reporting to track business health
Stay on top of your business with accurate and reliable SaaS reporting right in your CRM. Here's what to track.