Copper blog

Sales - 8 min READ
How to conduct win-loss analysis: a step-by-step guide
Everyone wants to win, but both wins and losses can give you tons of valuable data you can use to dramatically improve your business. Find out how in this post.

7 min READ
How to generate leads for your business
If you don’t have a lead generation strategy yet, don’t worry. Learn how to generate leads for business with these 4 building blocks.

How to create email templates in Gmail
Learn how to create an email template in Gmail to save time while nurturing relationships – and avoid repetitive email writing.

Client success - 7 min READ
4 common reasons why customers churn & how to solve the turnover problem
Many organizations experience periods of customer churn. Study 4 causes of customer defection, including lack of engagement, & decrease your churn rate.

2021 Marketing relationships survey: Results are in
With the help of Engine Insights, we recently surveyed a sample of 500 sales and marketing professionals about their approach to the sales + marketing strategy, and customer engagement, in 2020. See the results.
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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.

Google Workspace features: Everything you need to know
In case you missed it: G Suite is now Google Workspace. Let’s look at all the new Google Workspace features, so you know how to use this new Google platform.

Sales - 10 min READ
7 stages of sales cycle success
From prospecting to objection handling, discover what it takes to be successful at every stage of the sales cycle from the sales lead experts at Copper.

How to set goals for your email sequences
Get strategic with your email sequences by setting goals to easily track metrics and gauge progress. Start today with these tips.

4 ways CRM data analysis adds value to your business
CRM analysis can be very powerful, giving businesses insights to help them understand their customers and grow. Here’s how it can add value to your business.

8 min READ
What is lead generation, and why is it important?
Lead generation is the strategy behind customer creation. Learn the steps to lead generation, lead qualification and more.

Eco health is business health
Protect your business health by going sustainable. Here are 5 ways to start running your business more sustainably for increased time and cost efficiencies.

Sales - 8 min READ
2 Strong Sales Funnel Examples from CoSchedule + Tray
Struggling to create a fully functioning sales funnel that can convert? We break down 2 sales funnels step-by-step to give you the inspiration you need.

5 powerful Reports templates to use in Copper
Harness the power of CRM reporting to build better customer relationships and keep growing your business, with Copper Reports.

New reports, now live

Sales - 10 min READ
9 non-awkward sales conversation starters
Sales conversation starters can be awkward. But that doesn't mean reps have to resort to awkward ice breakers. Here are 9 good ways to start sales convos.

Copper news
An update on Sherlock + Copper integration

Communicating with customers beyond the sale
If you’re only sending transaction emails to customers, you’re missing out on crucial opportunities to connect. See 6 tips for communicating with customers between transactions.

Sales
Why you should privilege inbound marketing (and how)
Improve your inbound lead generation efforts with better lead management. Plus, top inbound lead mistakes, how to avoid them, and tricks for inbound follow-up

What’s the difference between G Suite and Google Workspace?
What’s the difference between G Suite and Google Workspace? Read our ultimate G Suite vs Google Workspace comparison, with a price and feature breakdown.

Marketing - 9 min READ
How to send effective bulk emails without spamming
Learn how to send bulk emails to a huge list of contacts at once without spamming them and getting blacklisted.