eBooks & guides
EBOOK
The Impact of CRM in the Relationship Era
Get this ebook to learn the 4 perks of CRM that few teams know about.
FREE EBOOK
The Guide to Team Selling in the Relationship Era
Download the free ebook to find out how to make your team awesome at team selling.
INFOGRAPHIC
The Impact of CRM in the Relationship Era
Learn how to use CRM to build long lasting customer relationships.
FREE EBOOK
The State of Customer Management in the Relationship Era
We surveyed 1,059 pros to discover how they build lasting customer relationships.
FREE EBOOK
The Future of Relationship Management
Get this ebook to learn how to build long-term relationships with the help of CRM.
FREE EBOOK
The CRM Best Practices Ebook for VCs
Download this free ebook to learn how to manage VC relationships with your CRM.
FREE EBOOK
The Guide to Maximizing CRM ROI
Download this free ebook to learn how to get more out of your CRM software.
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FREE EBOOK
CRM Best Practices for Tech Ebook
Grab this free ebook to learn how to use CRM to grow your tech company and increase sales.
FREE PIPELINE REPORT TEMPLATE
Sales Pipeline Report Template
Grab this free template to create easy-to-read pipeline reports for you and your team.
FREE EBOOK
Win/Loss Analysis Checklist
Get this free checklist to improve customer retention and lead conversion.
FREE EBOOK
Ideal Customer Profile Worksheet
Use this free worksheet to create your ideal customer profile.
FREE EBOOK
CRM Best Practices for Corp Dev eBook
If you work in corp dev, download this free ebook to learn how to get the most from your CRM.
EBOOK
The Sales Pipeline Management Handbook
Download this free handbook to learn how to manage your sales pipeline like the pros!
FREE EBOOK
The Customer Data Management Handbook
Grab this free ebook to learn how to effectively manage all your customer data!
EBOOK
The sales recruiting handbook
We partnered with CloserIQ to create a guide that'll make sales hiring a breeze.
The latest from the Copper blog
News, stories and latest thinking on sales, marketing and more.
There's a better way to scale workflows without overengineering
Busy teams don’t need more tools. They need fewer decision points. Learn how to streamline handoffs and keep progress moving as you scale.
CRM adoption strategies: Best practices to drive user engagement
Learn proven CRM adoption strategies that drive real user engagement. Practical tactics to get your team using your CRM consistently and boosting revenue.
7 min READ
New year means a better set-up for your CRM
Get organized this year! Give your CRM a reset with these quick wins you can set up in 15 minutes or less.