eBooks & guides
GUIDE
Lead nurturing playbook
Turning connections into clients for agencies.
eBook
Make the switch: Salesforce to Copper
We created this guide to help take the stress out of moving from Salesforce to Copper, so you know exactly what to expect and how to prepare
eBook
The ultimate guide to building buyer personas
Target smarter by uncovering your company’s ideal customer personas with this simple guide and worksheet.
eBook
Creative agency CRM buyer’s guide
Get this free ebook to learn how to set your agency's CRM (the right way).
eBook
2022 Revenue marketing report
We teamed up with Outfunnel for the second year in a row to bring you our 2022 Revenue marketing report.
eBook
Your ultimate guide to Google Workspace
This in-depth guide is filled with Google Workspace best practices to boost productivity and distributed collaboration in 2022. Skyrocket your efficiency and nurture key relationships effortlessly with customers, colleagues and prospects using your go-to Google apps
eBook
2021 State of CRM reporting
Let's take a look at how and why so many SMB professionals across industries use multiple
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eBook
Survey: Customer-relationship building in 2021 | Copper CRM
We recently surveyed more than 500 sales and marketing professionals about their company’s approach to marketing, sales and customer engagement throughout 2020. Learn about their thoughts about the future.
eBook
4 Steps to growing customer relationships
Uncover the secrets to building unwavering customer relationships with our eBook and 8 easy tips.
eBook
How to Create an Enduring Business
In order to be truly agile, modern businesses must ditch playbooks for principles. Learn about the key principles to create an enduring business in this eBook.
GUIDE
The Ultimate Guide to Creating a Lead Management Process
Learn how to create a lead management process (or fix it) in order to turn more leads into long-term customers.
GUIDE
The sales strategy guide
Learn about 10 sales strategies from world-class sales teams around the world, broken down into easy-to-execute tactics in this free ebook.
EBOOK
The SaaSy Guide to Cold Email
In this ebook from Copper and Mailshake, learn how to use cold email for rapid SaaS growth.
EBOOK
How to Seal the Deal: The Pro Guide to Closing Sales
Download this free ebook from Copper and PandaDoc to learn how to close deals every time!
GUIDE
Strategies for reducing churn
Ready to lower churn and build more valuable relationships with customers? Grab this free guide.
Can't we all just get along?
Revenue marketing report 2022
Revenue marketing report 2021: A survey on marketing and sales alignment conducted by Outfunnel and Copper
Can't we all just get along?
Revenue marketing report 2021
Revenue marketing report 2021: A survey on marketing and sales alignment conducted by Outfunnel and Copper
FREE SALES BATTLECARD TEMPLATE
Sales battlecard template
Get your team consistently aligned in a competitive sales mindset with this free worksheet!
EMAIL BOOT CAMP
6-Day Sales Email Boot Camp
Sign up for our free six-day email series to help you master the art of sending effective sales emails.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.
6 min READ
How to use Google Sheet CRM templates
Use Google Sheets as a CRM with Copper’s free template. Learn how to build your own CRM spreadsheet and when to upgrade to a real CRM system.
No, your account manager shouldn’t also be your project manager
Why merging account manager and project manager roles hurts your team, clients, and delivery.
"I'll just do it myself" and other lies we tell ourselves
How outsourcing your work can help your agency grow, scale, and stop running on burnout.