Copper blog

Sales
How to send a follow-up email after no response
Create a follow up email after no response, such as making it personal and adding value. Learn the sales tactics in our 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.
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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.

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.

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.

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.

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.

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.