Copper blog
Sales - 7 min READ
What Execs Love to See in a Sales Pipeline Report
A breakdown of what sales managers should include in their sales pipeline reports to show (and wow) marketing and sales leadership + the rest of the sales team.
6 min READ
An introduction to CRM custom fields (and how to use them)
Did you know you can create custom CRM fields? Find out how, plus learn what the different field types really mean along with examples on how to use them.
6 min READ
Contact Management vs. CRM: Why Not Both?
From improving social selling to giving you more insight into relationships, learn how contact management with a CRM keeps your sales team productive and organized.
Marketing - 8 min READ
How to boost SaaS growth with sales methodologies
Combine email with a clearly-defined sales methodology, and you’ve got the power couple you need to make things happen with your SaaS acquisition strategy.
Sales - 14 min READ
10 sales management books every sales leader should read
Add the best sales management books (like To Sell is Human and Sales Management Simplified) to your reading list + become the best sales manager you can be.
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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
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.
Sales - 9 min READ
8 Sales Metrics All Managers Should Track
What are the sales metrics that all managers should track? Here are 8 big ones, including cost per acquisition and customer lifetime value.
Sales - 8 min READ
How to get more value out of open-ended sales questions
Listening & asking open-ended questions are essential qualities for salespeople. Learn how you can teach salespeople to ask memorable questions.
Sales - 8 min READ
Voicemail greetings that won’t bore or annoy prospects
Some say that voicemail greetings are dying, but some people still want the human connection on the phone, here are a few ideas for making it interesting.
Sales - 12 min READ
How to Improve Your Sales Process in 30 Days
Is there a disconnect between your sales process and leads or sales reps? Here are five steps for improving your process in as little as 30 days.
Sales - 7 min READ
A Breakdown of 5 Lead Qualification Frameworks
Learn about the different types of lead qualification frameworks you can use with this simplified breakdown of BANT, MEDDIC, FAINT, ANUM, and CHAMP.
Sales - 8 min READ
Social selling 101: Everything you need to know to get started
Is your sales team using social media to close deals? Our 101 guide breaks down the benefits of social selling and what reps need to get started.
Sales - 6 min READ
The Go-to Discovery Call Checklist For Prospecting
A successful discovery call is crucial to your sales process. Here are a few things you should keep in mind when you're on the phone with a prospect.
Sales - 8 min READ
A guide to tracking sales activities the right way
Learn about what types of data you should be tracking, how to track it, and how this data can help take your sales process to the next level.
Sales - 12 min READ
How to Do Radical Transparency Right as a Manager
Radical transparency can be hugely beneficial. Learn if radical transparency is right for your business and how to implement it the right way.
Sales - 11 min READ
The Beginner's Guide to Lead Distribution
New leads come in constantly—how can you spread them fairly and effectively to your reps? Discover what lead distribution can do for your sales team.
Marketing - 13 min READ
The AIDA model from a copywriting perspective
Learn about the AIDA model, its limitations, and the most effective way of using it as a copywriter or content writer.
Sales - 6 min READ
The big list of sales incentive ideas (besides money)
Out of ideas for sales incentives that'll really motivate your salespeople? Here are some creative ways to get them moving and close more deals.
Sales - 7 min READ
The Spam-Free Sales & Marketing Approach to LinkedIn InMail
LinkedIn InMail is one of the most underused ways of reaching out to prospects and marketing your product or service. Learn how to use it well.
Sales - 7 min READ
The 5-Step Guide to Managing Leads at Trade Shows
A step-by-step breakdown of how to handle all those leads you picked up at the trade show, from software suggestions to automation tips.
9 min READ
Top 5 things to look for in a construction CRM
The fastest-growing construction businesses are taking advantage of CRMs to streamline and optimize the way their work. Find out how you can too.