eBooks & guides

Featured image: Your CRM playbook.

GUIDE

Your CRM playbook.

What is CRM and why do you need it?

Featured image: Make the switch: Salesforce to Copper

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

Featured image: The ultimate guide to building buyer personas

eBook

The ultimate guide to building buyer personas

Target smarter by uncovering your company’s ideal customer personas with this simple guide and worksheet.

Featured image: Creative agency CRM buyer’s guide

eBook

Creative agency CRM buyer’s guide

Get this free ebook to learn how to set your agency's CRM (the right way).

Featured image: 2022 Revenue marketing report

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.

Featured image: Your ultimate guide to Google Workspace

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

Featured image: 2021 State of CRM reporting

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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Featured image: Survey: Customer-relationship building in 2021 | Copper CRM

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.

Featured image: 4 Steps to growing customer relationships

eBook

4 Steps to growing customer relationships

Uncover the secrets to building unwavering customer relationships with our eBook and 8 easy tips.

Featured image: How to Create an Enduring Business

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.

Featured image: The Ultimate Guide to Creating a Lead Management Process

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.

Featured image: The sales strategy guide

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.

Featured image: The SaaSy Guide to Cold Email

EBOOK

The SaaSy Guide to Cold Email

In this ebook from Copper and Mailshake, learn how to use cold email for rapid SaaS growth.

Featured image: Consultative Selling: A Step-by-Step Guide

EBOOK

Consultative Selling: A Step-by-Step Guide

Download this free guide to learn how to master consultative selling.

Featured image: How to Seal the Deal: The Pro Guide to Closing Sales

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!

Featured image: Strategies for reducing churn

GUIDE

Strategies for reducing churn

Ready to lower churn and build more valuable relationships with customers? Grab this free guide.

Featured image: Sales battlecard template

FREE SALES BATTLECARD TEMPLATE

Sales battlecard template

Get your team consistently aligned in a competitive sales mindset with this free worksheet!

Featured image: Revenue marketing report 2021

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

Featured image: Revenue marketing report 2021 copy

Can't we all just get along?

Revenue marketing report 2021 copy

Revenue marketing report 2021: A survey on marketing and sales alignment conducted by Outfunnel and Copper

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The latest from the Copper blog

News, stories and latest thinking on sales, marketing and more.

Featured image: An easy way to track your critical workflows

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.

Featured image: CRM sales and marketing alignment: Finding the right approach to smarter selling

6 min READ

CRM sales and marketing alignment: Finding the right approach to smarter selling

Discover how to sell smarter by aligning your CRM sales and marketing initiatives.

Featured image: Agency use case: LifeNow Video

5 min READ

Agency use case: LifeNow Video

How this video production agency uses Copper to manage shoots nationwide