Copper blog
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.
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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.
Marketing - 10 min READ
How to create content for the decision phase
Learn about the different types of marketing content and how to create content for the decision stage of the buyer's journey.
Sales - 9 min READ
35 demo questions your sales rep should ask in a sales demo
Is your sales team struggling? Discover 35 essential demo questions to ask in a sales demo to gain insight, guide the conversation, and drive more sales.
Marketing - 9 min READ
How to build a marketing sales funnel from top to bottom
A marketing and sales funnel is a crucial tool for building brand awareness, generating leads, and closing sales. Here’s everything you need to know to build a funnel from scratch.
Sales - 8 min READ
What's a Sales Funnel & Why Do People Obsess About It?
Learn about what a sales funnel is, how it works, and how to create one.
Sales - 8 min READ
How to Slash Your Lead Response Time in Half
Every moment counts when it comes to communicating with leads. Here are 8 tips to help reduce your lead response time ASAP.
6 min READ
What to Look for in a Founder as an Investor
Five things venture capitalists should look for when finding the right founder/company to invest in.
Copper news - 5 min READ
How Smartpress Adopted a CRM That Everyone Loved
Learn about how Smartpress, an online printing company, left an inefficient CRM and onboarded the whole team onto a new one in just 8 weeks.
Sales - 9 min READ
How to Manage Your Sales Funnel at Every Stage
No funnel management strategy? You're missing out on insights that'll help you close sales & keep customers. Here's a guide to managing your sales funnel.
Sales - 9 min READ
Hiring sales reps: 10 interview reg flags you shouldn't ignore
Hiring sales reps without the right checks can be costly. Discover 10 interview red flags you shouldn’t ignore when building your sales team.
7 min READ
My first CRM: What to expect when transitioning from Excel
A starter guide for what to expect from migrating from Excel spreadsheets to CRM, including how to set it up, import data, and customize text fields.
Sales - 7 min READ
How to Create a SaaS Sales Process That Ignites ARR
Having an effective sales process from the get-go is critical for SaaS startups. Learn about the basics on how to start building one—and secure that ARR.
7 min READ
Do You Need Construction Scheduling Software If You Have CRM?
Learn why you should replace your construction scheduling software with a CRM (and reap better results by doing so).
Sales - 8 min READ
How to create an outbound sales strategy that works
An outbound sales strategy can help your sales team close more deals. See how to create a sales strategy that works in 6 steps.
Sales - 8 min READ
5 Ways to Automate Your Sales Process and Save Time
From automating emails to data entry, there are multiple ways to use automation to save time in your sales process. Learn how.
11 min READ
How to set up your CRM: The savvy admin’s CRM guide by Copper
Learn how to set up your CRM with our practical CRM guide for admins, covering fields, customization, and workflows. Discover everything you need here.