Copper blog
Sales - 11 min READ
How to Track Emails: 11 Simple Methods
Want to improve your sales email success rate? Learn how to track emails using a CRM and use those insights to close more deals.

Sales - 8 min READ
3 Data-driven Sales Forecasting Techniques (Using Just Your CRM)
In this article, we’ll look at 3 sales forecasting techniques that use nothing more than the data in your CRM to produce accurate sales forecasts.

Copper news - 4 min READ
How SunFunder Manages Millions in Capital Using Copper
Learn how SunFunder multi-continental team is using Copper CRM as they transform the solar financing industry.

Sales - 16 min READ
Prospect-friendly automated sales funnels
Learn how to build and configure an automated sales funnel to give you and your team more time to focus on relationships that actually drive revenue.

Sales - 7 min READ
Everything you need to know about scaling a sales team
Although scaling a sales team is often difficult, it's a necessary step to strengthen your sales process. Learn the art of scaling a team in this guide.
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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 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.

9 min READ
What Nonprofits Should Look for in a CRM
You know your nonprofit could benefit from a CRM—but do you know what features you need? Here's what nonprofits should look for in a CRM.

6 min READ
How to Manage Wholesale Relationships with a CRM
As a wholesaler, are you using the right features on your CRM to improve your relationships with retailers and customers? Find out how to do that here.

Copper news - 6 min READ
How SwingSearch Stays on Top of Recruitment with Copper
Learn how a California-based recruiting firm uses CRM to effectively manage their VC partners and clients nationwide—and is continuing to grow, fast.

Sales - 6 min READ
How to Set Up Your First Sales Pipeline
Easy step by step instructions on how to build out a sales pipeline in Copper

Sales - 6 min READ
How to Build a High-converting Facebook Sales Funnel
Facebook Sales Funnels help marketing sales team get quality leads into their pipeline via high-converting Facebook Ads. Learn how to create your own here.

Sales - 8 min READ
How to turn your sales team into a content machine
Why do sales teams need to produce great content & how should they go about it? Learn strategies that your sales team can use to create engaging content.

Sales - 7 min READ
The Beginner's Guide to Sales Reporting
What should go in your sales reports? How do you create them? How often should you run them? We have the answers to your sales reporting questions.

Sales - 9 min READ
How to Integrate Content Into Your Sales Process
How do you create a content-driven sales process? Here's how to get your Content and Sales teams working together to get the sale.

Copper news - 5 min READ
Copper + QuickBooks: New Duo in Town!
Copper crm is natively integrated with Quickbooks online for visibility into sales and finance

Copper news - 3 min READ
Oh Hey, an SMB Solutions Shortlist (and We're on It!)
Constellation Research's shortlist of best sales automation tools for SMBs was just released, and Copper CRM is on it. See why.

Sales - 12 min READ
Sales funnel optimization: 4 steps to improve conversion rates
Optimize your sales funnel with 4 actionable steps to improve conversion rates, turn more leads into customers, and grow your revenue effectively.

Sales - 9 min READ
How to Create an e-Commerce Sales Funnel
An effective e-commerce sales funnel empowers you to better control the outcome of your sales efforts—aka. make more money. Here’s how to optimize yours.

11 min READ
The Best Territory Mapping Software for Sales Teams
Learn about the best territory mapping software for sales teams & the unique benefits of each one including Maptive, Badger Maps, and more.

Sales - 10 min READ
Don't Make These Mistakes on Your Next Sales Demo
These 10 common demo mistakes could be wreaking havoc with your sales demos. Find out what they are and how to avoid them.

Sales - 10 min READ
11 Sales Demo Best Practices Every Rep Should Follow
Demo got you down? Try these 11 sales demo best practices to improve your product demos and nail more sales.