Copper blog

Sales - 6 min READ
6 quick tips for managing and maintaining CRM data in Copper
Clean CRM data is critical for accurate reporting, plus it supports marketing and sales efforts. Here are 6 best practices for managing your Copper CRM data.

Marketing
Introducing the new Copper X Mailchimp 2-way integration
Our Mailchimp CRM integration moves from 1-way to 2-way sync, so customer data flows both ways and your databases are always up-to-date.

Sales - 4 min READ
7 things to know when switching from Universal Analytics to Google Analytics 4
There are many reasons to switch to Google Analytics 4 from Universal Analytics — and Google won’t support the old version starting in 2023.

Sales - 4 min READ
4 reasons to switch to Copper from Insightly CRM
There’s a reason Copper CRM comes out top on the list of Insightly CRM alternatives. Everything you need to know about Insightly vs. Copper.

Sales - 5 min READ
7 benefits of using software for scheduling meetings with qualified leads
Up your efficiency with software for scheduling meetings with qualified leads. Everything you need to know to get started.
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Popular

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

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.

4 min READ
5 ways to use CRM and project task management for small businesses
Learn how CRM task management tools work, why you need them and 5 creative ways to use these tools in your own business. Read more!

6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.

Copper news - 2 min READ
Case study: Diag Partners graduates from spreadsheets to Copper, improves data integrity
This boutique recruiting firm grew to track 105+ job openings, using Copper as their single source of truth and drastically improving data integrity.

4 min READ
8 best practices for B2B email marketing lead generation strategies
Learn how to optimize your B2B email marketing strategy for lead generation and conversion with these tips.

3 min READ
3 ways to use personalized videos in B2B sales
Hand-made videos can be incredibly effective in B2B sales — even more so than slick, professional video productions. We break down 3 types.

Client success - 3 min READ
Peer-to-peer support: empowering and engaging customers
Copper’s committed to offer self-service support to our customers. Our Customer Enablement Manager shares her experience with peer-to-peer support.

Sales - 7 min READ
Copper on Copper: an inside look at how we use our own CRM software
Walking the walk as a CRM means using your own software internally. Here’s how the Copper team uses Copper daily to drive operations forward.

6 min READ
How to conduct competitor research in 4 phases
Learn what competitor research is and how to conduct effective competitor analysis to inform your marketing strategy.

Copper news - 2 min READ
How VMG Cinematic uses Copper X Coda to manage projects in motion
This video production exec. built his own “plug-in” connection between Copper and the document app Coda, feeding data seamlessly between platforms.

Marketing - 7 min READ
Top 4 B2B digital marketing strategies to generate leads
Let’s dive into what B2B marketing is and how it’s different from B2C, plus our 4 fave B2B digital marketing strategies to get results.

Sales - 7 min READ
How to write networking email subject lines that get clicks
Sending strong networking emails allows you to connect with other professionals. Find out how to get clicks, with strong subject lines for your messages.

3 min READ
Copper customers use Mailchimp CRM integration to power email marketing efforts
How Copper’s Mailchimp CRM integration helps simplify customers’ email marketing efforts as CRM software integrated with Mailchimp.

Productivity - 2 min READ
Google Calendar’s appointment scheduler is here
Google introduced a new appointment scheduling feature in Google Calendar. Learn how it syncs with Copper and which Google Workspace users can access it.

6 min READ
How to use a CRM for customer service and support
Yes, you can use a CRM for customer service and support. Learn 5 ways to use customer service CRM tools in your business.

Client success - 5 min READ
Building the Copper Community: Looking back at our first year
How Copper grew our customer community into an active forum for peer-to-peer support and user engagement.

Copper news - 2 min READ
Egan Company builds a culture of collaboration with Copper
With 17 teams and 1,000+ employees, this specialty contractor relies on Copper CRM to keep internal communication running smoothly—without missing a beat.

Productivity - 6 min READ
Top 10 best websites to hire a virtual assistant
How a virtual assistant can benefit your business — plus 10 of the best places to hire a virtual assistant online.