Copper blog

Featured image: How an NYC Agency Beats the Competition with Automation

Copper news - 7 min READ

How an NYC Agency Beats the Competition with Automation

Learn how an NYC agency uses Copper CRM to automate 1000+ tasks per week, get more time for creative work & help its clients win 20mil users + subscribers.

Featured image: How to Take Better Sales Notes

Sales - 8 min READ

How to Take Better Sales Notes

Taking better sales notes is a hugely underrated way to improve your sales. Here are some tips for taking better notes + how to use a CRM to automate the process.

Featured image: How to find your unique selling proposition in 7 steps

Sales - 9 min READ

How to find your unique selling proposition in 7 steps

Find your brand's unique selling proposition (USP) in seven simple steps including examples of memorable brand USPs and pitfalls to avoid.

Featured image: 17 Sales Experts & Leaders Who Are Changing the Game

Sales - 6 min READ

17 Sales Experts & Leaders Who Are Changing the Game

These experts and leaders are changing the world of sales. Follow their lead to stay on top of trends, tactics, and big ideas.

Featured image: An in-depth guide to sales forecasting

Sales - 11 min READ

An in-depth guide to sales forecasting

Learn how to forecast sales accurately, including gathering the right data, how to set ambitious yet realistic goals, and more.

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Featured image: 5 Ways to use Pipeline email automations that save your team time

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

Featured image: 5 Forms you need on your website to capture more leads

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.

Featured image: How to use CRM for project task management: 5 use cases

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.

Featured image: You’re not ‘too small’ for a CRM

6 min READ

You’re not ‘too small’ for a CRM

Struggling to stay organized? A CRM might be your best next move.

Featured image: 10 KPIs All Sales Reps Should Track and Why

Sales - 10 min READ

10 KPIs All Sales Reps Should Track and Why

Learn which key performance indicators (KPIs) you and your sales reps should be tracking and why—Copper’s very own Regional Sales Manager breaks them down.

Featured image: How to Put Together a Killer Sales Campaign

Sales - 11 min READ

How to Put Together a Killer Sales Campaign

Learn how to create a powerful sales campaign from the ground up. Plus, tips for managers to empower their teams to execute campaigns like pros.

Featured image: Copper + DocuSign: Send and save signed docs right from your CRM

Copper news - 4 min READ

Copper + DocuSign: Send and save signed docs right from your CRM

Meet the Copper CRM + DocuSign integration that's designed to help you track contracts and get e-signatures faster.

Featured image: Follow-up Sales Script Ideas That Help You Close the Deal

Sales - 9 min READ

Follow-up Sales Script Ideas That Help You Close the Deal

Learn about two key types of follow-up scripts that salespeople can use to move prospects closer to closing the deal.

Featured image: 6 SaaS sales metrics you should be tracking

Sales - 10 min READ

6 SaaS sales metrics you should be tracking

Which SaaS sales metrics should you gauge? Learn about the key measures of ROI, from customer lifetime value to customer acquisition cost.

Featured image: 5 Outbound Sales Scripts You Can Adjust on the Fly

Sales - 9 min READ

5 Outbound Sales Scripts You Can Adjust on the Fly

Outbound sales scripts are a key part of any sales strategy. Here are 5 scripts that will help you navigate your next round of cold calls easily.

Featured image: 6 KPIs every sales manager should track

Sales - 8 min READ

6 KPIs every sales manager should track

Key performance indicators (KPIs) are critical to inform any sales strategy. Learn more about which KPIs are a must to track for every sales manager.

Featured image: The KPIs That Sales Executives Should Track

Sales - 6 min READ

The KPIs That Sales Executives Should Track

Learn about the KPIs that good sales executives track, including customer lifetime value, loss reasons, customer acquisition cost, and more.

Featured image: 7 Types of Sales Jobs: Which Role Is Right for You?

Sales - 11 min READ

7 Types of Sales Jobs: Which Role Is Right for You?

There are so many types of sales jobs out there. We're breaking down what each sales role looks like, and how to know if it's a good fit.

Featured image: 7 High-traffic Real Estate Websites to Generate Leads

Marketing - 7 min READ

7 High-traffic Real Estate Websites to Generate Leads

These 7 user-friendly, high-traffic real estate websites are perfect to buy/sell homes & generate leads. Learn what to do with your leads once you get them.

Featured image: 7 Must-dos to Be Successful in Sales Operations

Sales - 7 min READ

7 Must-dos to Be Successful in Sales Operations

A sales operations team contributes to your company's top line & performance. Follow seven "essentials" for successful sales ops in this guide from Copper.

Featured image: How to improve sales performance in 3 steps

Sales - 9 min READ

How to improve sales performance in 3 steps

Sales performance isn’t about selling more, it’s about selling more efficiently. Here are three steps to improve sales performance for long-term growth.

Featured image: Business Development vs. Sales: The Basics

Sales - 12 min READ

Business Development vs. Sales: The Basics

Learn about the differences between business development (BD) + sales teams, where each team is best used & how to help them collaborate more effectively.

Featured image: Timesaving sales KPI dashboards

Sales - 9 mins READ

Timesaving sales KPI dashboards

Creating a sales dashboard is useful for making smart & big decisions. Become an expert on the 10 essentials of dashboards.

Featured image: Sales scripts vs. no sales scripts: the ultimate showdown

Sales - 8 min READ

Sales scripts vs. no sales scripts: the ultimate showdown

To use a sales script or not to use a sales script? That is the question. Hear out the pros and cons of sales scripts and decide which team you’re on.