Copper blog

Featured image: How to Track Emails: 11 Simple Methods

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.

Featured image: 3 Data-driven Sales Forecasting Techniques (Using Just Your CRM)

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.

Featured image: How SunFunder Manages Millions in Capital Using Copper

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.

Featured image: Prospect-friendly automated sales funnels

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.

Featured image: Everything you need to know about scaling a sales team

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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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 your CRM for project task management: 5 use cases

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.

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: What Nonprofits Should Look for in a CRM

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.

Featured image: How to Manage Wholesale Relationships with 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.

Featured image: How SwingSearch Stays on Top of Recruitment with Copper

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.

Featured image: How to Set Up Your First Sales Pipeline

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

Featured image: How to Build a High-converting Facebook Sales Funnel

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.

Featured image: How to turn your sales team into a content machine

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.

Featured image: The Beginner's Guide to Sales Reporting

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.

Featured image: How to Integrate Content Into Your Sales Process

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.

Featured image: Copper + QuickBooks: New Duo in Town!

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

Featured image: Oh Hey, an SMB Solutions Shortlist (and We're on It!)

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.

Featured image: Sales funnel optimization: 4 steps to improve conversion rates

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.

Featured image: How to Create an e-Commerce Sales Funnel

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.

Featured image: The Best Territory Mapping Software for Sales Teams

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.

Featured image: Don't Make These Mistakes on Your Next Sales Demo

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.

Featured image: 11 Sales Demo Best Practices Every Rep Should Follow

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.