Copper blog

Featured image: The beginner's guide to lead scoring

Sales - 7 min READ

The beginner's guide to lead scoring

Lead scoring helps you keep a better pulse on the people in your pipeline. Our beginner's guide details how to build a lead scoring model from scratch.

Featured image: What Salesforce small business customers could expect following their 2023 layoffs

Productivity - 4 min READ

What Salesforce small business customers could expect following their 2023 layoffs

After Salesforce's recent layoffs, find out what this means for its small business CRM customers – and if it's still a good fit.

Featured image: Coda and Copper make it easy to visualize CRM data alongside other popular tools

Productivity - 2 min READ

Coda and Copper make it easy to visualize CRM data alongside other popular tools

Coda’s all-in-one document app, used together with Copper CRM, helps you combine and visualize your customer data. Find out how it works.

Featured image: Copper CRM product principles … 2023 and beyond

Client success - 6 min READ

Copper CRM product principles … 2023 and beyond

How and why Copper defined our CRM product principles, and why we think they’ll make a difference for our users.

Featured image: Copper CRM vs HubSpot: the 4 big differences

4 min READ

Copper CRM vs HubSpot: the 4 big differences

Compare Copper CRM with HubSpot and see how they stack up in terms of hidden costs, customizations, Gmail integrations and more.

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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: How to get more leads and hit your sales quota

Sales - 3 min READ

How to get more leads and hit your sales quota

Skip the looming dread of missing your sales quota with these expert tips on how to get more leads.

Featured image: 6 sales KPIs to stay on top of your sales performance game

Sales - 3 min READ

6 sales KPIs to stay on top of your sales performance game

Sales reps: track your individual sales performance with these 6 sales KPIs and get ready for your next performance review.

Featured image: 8 Proven customer marketing strategies and 15 examples

Client success - 8 min READ

8 Proven customer marketing strategies and 15 examples

Discover 8 proven customer marketing strategies with 15 real examples to boost retention, loyalty, and long-term growth.

Featured image: Shift brings Copper and Google Workspace to your desktop with their Gmail desktop app

Productivity - 2 min READ

Shift brings Copper and Google Workspace to your desktop with their Gmail desktop app

Shift brings Copper and Google Workspace together on your desktop via their Gmail desktop app. Find out how it works.

Featured image: Best of the Copper blog: 2022 content roundup

Marketing - 4 min READ

Best of the Copper blog: 2022 content roundup

Catch up with our top sales, marketing, small business and CRM content from the year: evergreen productivity and business growth tips, plus free worksheets.

Featured image: Retain and maintain: 5 B2B marketing trends to succeed in 2023

Marketing - 6 min READ

Retain and maintain: 5 B2B marketing trends to succeed in 2023

Everything you need to know about the 5 B2B marketing trends your organization should follow in the new year.

Featured image: Choosing the right sales automation tool

Sales - 4 min READ

Choosing the right sales automation tool

Follow these 7 steps to narrow down your search for the best sales automation tool and set your team up for success.

Featured image: 7 ways your sales team can use a CRM system

Sales - 7 min READ

7 ways your sales team can use a CRM system

There are tons of benefits of CRM for your sales team. We’re sharing seven — plus how to use CRM for sales to drive the best results.

Featured image: Copper x PandaDoc make proposal creation easy and fun

Productivity - 2 min READ

Copper x PandaDoc make proposal creation easy and fun

Introducing Copper x PandaDoc: learn how to create stunning proposals in minutes using your Copper CRM data.

Featured image: 18 customer service email templates that'll save you hours

Productivity - 8 min READ

18 customer service email templates that'll save you hours

Use these common business email templates as a jumping-off point so you & your team can send them off quickly. Get all the email templates here!

Featured image: Behold! It’s an anthology of thank you notes (for every business situation)

Client success - 2 min READ

Behold! It’s an anthology of thank you notes (for every business situation)

Saying thank you just got a whole lot easier with our done-for-you copy + paste thank you notes, from new business, teammates, condolences – you name it.

Featured image: Four unique tips for attending hybrid events

Sales - 4 min READ

Four unique tips for attending hybrid events

Hybrid events for business let people attend professional gatherings both virtually and in-person. Here are some tips.

Featured image: Bring your business goals to life in 6 steps

Sales - 6 min READ

Bring your business goals to life in 6 steps

Learn how to set business goals that are realistic and achievable, and get your team excited to work on them together.

Featured image: Copper and JustCall make connecting with customers a breeze

Productivity - 3 min READ

Copper and JustCall make connecting with customers a breeze

Use our JustCall CRM integration to sync phone calls and SMS directly to your Copper account. Here's how it works.

Featured image: Probing questions: Definition, examples and 4 tips to use

Sales - 9 min READ

Probing questions: Definition, examples and 4 tips to use

Learn how probing questions boost sales by uncovering real prospect pain points. Discover questioning tips, examples, and tactics to close more deals.