Copper blog

Featured image: 6 quick tips for managing and maintaining CRM data in Copper

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.

Featured image: Introducing the new Copper X Mailchimp 2-way integration

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.

Featured image: 7 things to know when switching from Universal Analytics to Google Analytics 4

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.

Featured image: 4 reasons to switch to Copper from Insightly CRM

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.

Featured image: 7 benefits of using software for scheduling meetings with qualified leads

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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Featured image: 5 Ways to use Pipeline email automations that save your team time

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

Featured image: 5 Forms you need on your website to capture more leads

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.

Featured image: 5 ways to use CRM and project task management for small businesses

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!

Featured image: You’re not ‘too small’ for a CRM

6 min READ

You’re not ‘too small’ for a CRM

Struggling to stay organized? A CRM might be your best next move.

Featured image: Case study: Diag Partners graduates from spreadsheets to Copper, improves data integrity

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.

Featured image: 8 best practices for B2B email marketing lead generation strategies

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.

Featured image: 3 ways to use personalized videos in B2B sales

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.

Featured image: Peer-to-peer support: empowering and engaging customers

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.

Featured image: Copper on Copper: an inside look at how we use our own CRM software

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.

Featured image: How to conduct competitor research in 4 phases

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.

Featured image: How VMG Cinematic uses Copper X Coda to manage projects in motion

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.

Featured image: Top 4 B2B digital marketing strategies to generate leads

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.

Featured image: How to write networking email subject lines that get clicks

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.

Featured image: Copper customers use Mailchimp CRM integration to power email marketing efforts

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.

Featured image: Google Calendar’s appointment scheduler is here

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.

Featured image: How to use a CRM for customer service and support

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.

Featured image: Building the Copper Community: Looking back at our first year

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.

Featured image: Egan Company builds a culture of collaboration with Copper

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.

Featured image: Top 10 best websites to hire a virtual assistant

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.