Copper blog

4 min READ
Managing the Great Resignation with a CRM
The Great Resignation offers the perfect opportunity to deepen your relationships and expand your contacts using your CRM.

5 min READ
Google Workspace for Nonprofits + Copper CRM
Google Workspace for Nonprofits is a powerful suite of productivity and collaboration tools, but combined with CRM it packs even more of a punch.

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
3 ways to add a logo to a signature in Gmail
Learn about 3 ways to add a logo to a signature in Gmail, including an easy way + a more complex way that gives you more creative design freedom.
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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.

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.

1 min READ
CRM reporting in 2021: Searching for the Holy Grail
We recently surveyed more than 100 sales and marketing professionals to examine how and why so many SMBs across industries use multiple data reporting tools to cobble together the story behind their business’ wellbeing. Get the report here.

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.

2 min READ
Customer engagement changed in 2020
We share surprising findings from our survey around big shifts in sales and marketing in 2020 and strategies to put these insights into action.

Sales - 6 min READ
Making a plan in murky waters: a guide to post-pandemic sales forecasts
Preparing a sales forecast in 2021 isn't as simple as copying and pasting from past years. Here's our guide for getting it right.

4 min READ
Little is certain when it comes to SMB reporting, our survey finds
In our survey of SMB professionals, we found they don’t rely on a single source of truth for business reporting. Here are highlights.

8 min READ
7 benefits of CRM software for lead generation management
Simplifying lead nurturing, tracking sales, & increasing customer retention are just a few benefits of using CRM software. Read more here!

7 min READ
Copper + Square integration for simplified invoicing
Copper's new Square integration helps businesses take care of customers and get paid faster.

Sales - 7 min READ
How to create a sales cadence that doesn't annoy prospects
Perfecting your sales cadence will ensure you’re driving prospects down your sales funnel, not driving them out of it. This post will teach you how to do it.