Copper blog

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.
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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.

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.

Sales - 8 min READ
Sales lead management solutions for small business
How can you manage your leads when you’re still small and scrappy? See how a CRM helps small businesses master sales lead management.

Marketing - 9 min READ
How to write a case study that sells
Writing case studies will attract customers to your company. See the components of a case study in this step-by-step guide.

Sales - 5 min READ
Garden box retailer WoodBlocX overcomes setbacks to build a thriving e-commerce business
From local sawmill to regional retailer and mail-order model to e-commerce engine, this family-owned company's journey is anything but usual.

Sales - 8 min READ
Strategic planning for nonprofit marketing and fundraising: 6 best practices
There are numerous considerations that go into creating a winning nonprofit strategic plan and nonprofit marketing plan. Here’s where to start.

Productivity
Google Workspace usage is growing fast… here’s why
More companies are using Google Workspace than ever before. Let's look at why, and what Copper is doing to integrate deeply with Google.

Productivity - 4 min READ
5 reasons to switch from Zoho CRM to Copper CRM
Deciding between Zoho CRM and Copper CRM? Take a look at this comparison, from usability to costs to customer support.

Client success - 9 min READ
How to identify, understand, and exceed customer needs
Before developing a business plan, companies should learn & identify customer needs. Check out ways to strengthen your needs fulfillment system in this post.

Sales
Upselling techniques and cross-selling strategies to increase sales
Learn best practices for upselling and cross-selling and start increasing sales in your B2B business.