Copper blog

Sales - 7 min READ
How to respond to Google reviews: A step-by-step guide
Responding to Google Reviews has never been easier. Learn how to respond effectively to both positive and negative Google reviews with our guide.

Marketing - 5 min READ
How to use behavioral segmentation in the customer journey
Learn how behavioral segmentation improves customer experience and loyalty.

Sales - 8 min READ
Sales territory mapping: How to create an effective territory plan
Discover this step-by-step guide to learn the essentials of sales territory mapping and create an effective, balanced territory plan for your team.

Client success - 9 min READ
Creating content for the post-purchase stages of the customer journey
Learn how to create content for the post-purchase stages of the customer journey including expansion, retention, and adoption.

Copper news - 6 min READ
What’s new at Copper? Our mid-year product update for 2024
We’ve been busy! Take a look at what the Copper product team has introduced in the first half of 2024, and what’s to come for the rest of the year.
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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.

Client success - 4 min READ
Consulting use case: Veterans Valor
This consultancy has grown its client base exponentially using three Copper features: pipelines, the Copper feed and tasks for collaboration.

Sales - 7 min READ
15 memorable customer appreciation ideas
Surprise them with an upgrade, shine the spotlight on them, or throw a party. Let’s dive into 15 unique ways to say thanks to your customers. Read more ideas!

Sales - 7 min READ
7 Business card alternatives prospects won't throw away
Prospects are handed dozens of business cards at every event. To stand out from the competition and get a callback, you need to stand out. Here’s how.

Sales - 7 min READ
What is consultative selling & how has It evolved
Mastering consultative selling requires you to focus on the needs of your clients. See how a CRM enhances the consultative selling approach.

Productivity - 6 min READ
An easy way to track your critical workflows
Building the right pipeline structure in your client relationship system, for sales or non-sales workflows, can help you better manage key processes. Here's how.

Sales - 6 min READ
CRM sales and marketing: The right approach to smarter selling
Discover how to sell smarter by aligning your CRM sales and marketing initiatives.

Productivity - 5 min READ
Agency use case: LifeNow Video
How this video production agency uses Copper to manage shoots nationwide

Client success - 5 min READ
Copper look-back: Our top content from 2023
What we've been talking about this year, including our most popular resources and events from 2023.

Client success - 7 min READ
Big things coming in 2024: What’s on the Copper roadmap
Get a recap of our webinar sharing Copper’s new vision and 2024 product roadmap as we keep enhancing our product to meet customer needs.

Copper news - 4 min READ
Steve Holm returns to Copper, and his vision is clear
An interview with Copper CRM’s CEO, Steve Holm, who shares his history with launching Copper and his new vision for the company.

Copper news - 3 min READ
Say bye to Wyndy and hi to Copper
Our Wyndy learnings + Copper = a comprehensive platform for service-based peeps
Productivity - 8 min READ
Consulting use case: Silicon Foundry
See how consulting firm Silicon Foundry gets the most value from Copper CRM with their top four favorite Copper features.

Productivity - 4 min READ
Best accounting and finance tools of 2024
Discover the best accounting and finance tools of 2024 to streamline your small business finances and stay organized.

Productivity - 4 min READ
Our favorite video conferencing tools of 2024
These tools give you the power to spontaneously host a virtual meeting or schedule one for the future with just a few clicks.

Sales - 5 min READ
The art of speaking on the fly: 6 strategies for impromptu speech
Speaking confidently for a planned speech is one thing, but how do you prepare for impromptu speech? Six strategies to try.