Copper blog
5 min READ
What is audience segmentation research and analysis?
Use these 3 steps for audience segmentation research and analysis to maximize your sales and marketing efforts.
Copper news - 2 min READ
What’s new in Copper: Mobile app, pipelines and file experience enhancements
We’ve been hard at work improving the overall user experience in Copper, including mobile app enhancements, refinements to pipelines and more.
Marketing - 3 min READ
A 4-step process for customer research
Customer research doesn’t have to be a pain, you just need the right approach. Follow these 4 steps to uncover your ideal customers.
Copper news - 2 min READ
Google Workspace picks Copper: Recommended for Google Workspace
We’re pleased to be recommended as a Google Workspace app for another year running.
Copper news - 2 min READ
Copper now stores and organizes all the documents you send through Gmail — in one place.
New file organization capabilities automatically sync with Gmail and Calendar and surface your important customer files across CRM records.
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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
How to use CRM for project task management: 5 use cases
Simplify your workflow: Discover 5 ways small businesses use CRM project task management to track tasks, clients, and projects efficiently.
6 min READ
You’re not ‘too small’ for a CRM
Struggling to stay organized? A CRM might be your best next move.
Marketing - 7 min READ
Email marketing CRM integration: 6 steps for campaign success
Streamline your campaigns with email marketing CRM integration. Follow these 6 steps to create successful, personalized email campaigns.
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
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.
4 min READ
Sales and marketing alignment is possible. Here’s how.
After spending a lot of time refining our internal sales and marketing coordination, we narrowed it down to 6 strategies. Give them a try.
Sales - 9 min READ
Create a lead management process - 4 step guide
Create a lead management process by organizing leads, scoring leads, nurturing leads & collaborating with your team to close deals. Read more.
4 min READ
Keep your calendar up to date with Google’s calendar scheduler feature
Now, clients and prospects can schedule a meeting via Google Calendar using the new Google calendar scheduler feature. Here’s how.
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.