Copper blog
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.
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.
Get the latest from our blog every month
Browse the blog
Want to go deeper? Click on a category below for more from Copper.
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.
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.
Client success - 8 min READ
Strategies for managing wholesale relationships with retailers
Want to keep your customers happy? Here are some strategies for wholesalers who want to keep their business booming and get retailers coming back for more.
Sales - 7 min READ
How to do sales prospecting training effectively
Train your sales team to prospect smarter with these 8 sales prospecting training tips.
SMB analytics and reporting: the best tools to fuel your growth
Learn how to leverage powerful reporting tools that can help drive informed decisions, cut costs, and increase revenue for improved business health.
Sales - 9 min READ
How to create a real estate sales funnel from scratch
Learn the step-by-step process for creating a real estate sales funnel that collects, nurtures and converts your leads into home buyers.
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.
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