Copper blog
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.
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Popular
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.
6 min READ
6 Critical things you can't do with a spreadsheet CRM
Salespeople can’t perform their best with spreadsheet CRMs. Learn how real CRMs improve sales productivity, team performance, and KPIs.
8 min READ
Do B2B and B2C Businesses Need Different CRMs?
Do B2B and B2C companies need different types of CRMs. Well, not really. Learn about what each type of business needs and how to find a CRM.
Sales - 7 min READ
When Is It Time to Fire a Sales Rep?
When is it time to let someone on your sales team go? It's not an easy decision, but here's when you know it's the right one to make.
Sales - 4 min READ
7 Traits of a Great Sales Manager
Learn about 7 essential traits that the best sales managers possess, and how to nurture and motivate your team effectively.
Sales - 8 min READ
How to Make Your Sales Onboarding Process Painless
Learn about how sales managers and trainers can make the sales onboarding process smoother for reps, from tools to workflows.
Sales - 9 min READ
Get customers with sales process optimization
Optimizing your sales process requires you to examine your pipeline, & resolve issues at work. Learn 7 useful strategies for your sales process.
Marketing - 9 min READ
How to Create Content for the Consideration Stage
Learn about how to create content for the consideration stage of the buyer's journey, from videos to cost calculators to other downloadable content.
Marketing - 8 min READ
Content for a buyer's journey awareness stage
Creating content for the awareness stage will make prospects move to more stages of the buyer's journey. Learn how to come up with awareness content here.
10 min READ
How to manage a startup and get hockey stick growth
Let’s dive into what drives hockey stick growth, and how you can nurture your startup into a success.
Sales - 10 min READ
How to hit your sales quota this month
From the right tools to actionable advice, these simple, straightforward tips will help you hit your sales quota every month.
Copper news - 6 min READ
Copper Named A Top Product for Small Businesses for 2019
Copper CRM wins award for best product for sales and best product for small businesses from G2 Crowd.
Sales - 7 min READ
How to Create a Sales Prospecting Process That Works
Want to help out your sales team? Here's how to create a sales prospecting process that will get their pipelines full of future buyers.
Sales - 7 min READ
7 Ways to Shorten Your Sales Cycle
Here's a list of tips to shorten your sales cycle that you can start using today.
Sales - 11 min READ
Here's Why Your Team Isn't Hitting Their Sales Quota
Why isn't your sales team hitting quota? Here are the most common reasons—and solutions for fixing each.
Sales - 9 min READ
6 Phone Prospecting Tactics to Nail Your Next Call
Learn about different phone prospecting techniques that will get you the sale faster, more efficiently, and with less effort.