eBooks & guides
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
GUIDE
The “Booked Solid” growth playbook
A playbook for production teams who want momentum, not just surviving the scramble.
GUIDE
From hustle to flywheel: The dev agency growth playbook
A step-by-step guide to moving from founder-dependent hustle to a system that scales
GUIDE
From sale to success: The sales-to-delivery handoff playbook
Learn how to align teams, automate workflows, and keep client trust intact at every stage.
GUIDE
Lead nurturing playbook
Boost your agency's lead generation with Copper. Get our playbook for effective lead nurturing and CRM success.
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).
Get the latest from our blog every month
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
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
The three-part marketing attribution framework all businesses should use
Learn a simple marketing attribution framework to track leads, revenue and ROI so you can double down on what works.
5 min READ
The best pipeline stage you’ve never heard of
Discover how to build clarity, alignment, and predictable momentum with a growth system designed to support creative work and scale intentionally.
5 min READ
Can you use Google Contacts as a CRM?
Learn what Google Contacts can and can’t do — and when upgrading to a Google-friendly CRM makes managing clients easier.