Copper blog
Sales - 7 min READ
Recession-proofing your small business in 6 steps
You can take steps to protect your organization from economic issues. Learn how recession proofing helps your small business during difficult times.
Productivity - 7 min READ
Communicate the value of CRM to your team in 4 steps
Your team’s buy-in is critical to creating CRM value. Try these communication tips to get your team excited about CRM.
6 min READ
4 Reasons to choose Copper vs. Nutshell CRM
Looking for a new CRM and thinking about Nutshell and Copper CRM, a Recommended for Google Workspace app? Here’s a closer look at how Copper CRM vs. Nutshell compare.
Sales - 2 min READ
Automate sales commissions more easily with the new Copper X QuotaPath integration
The new QuotaPath X Copper integration makes automating your sales commission and compensation process effortless.
Productivity - 4 min READ
2 keys to thriving with Copper: Clear goals and team alignment
Get your business set up for success with Copper CRM by setting clear goals and gaining team buy-in. Here’s how.
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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 your 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.
3 min READ
5 ways to use CRM to get ahead of supply chain issues right now
Supply chain disruptions appear to be ongoing, but here’s how to stay ahead of them to minimize the impact of the supply chain crisis on your biz.
Sales
WTF are hot leads & how do I find them?
What are hot leads? How do you qualify them? Learn everything about finding and nurturing hot leads, plus grab a free hot lead qualification checklist!
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.
Sales - 4 min READ
4 advantages of using a VoIP CRM integration
With VoIP/CRM integration, sales teams can track leads better, provide exemplary customer service and work effectively and efficiently.
Sales - 6 min READ
5 questions to ask to build your best sales pipelines and reports in Copper
Sales forecasting is only as accurate as the CRM reports and pipelines it’s based on. Our sales team shares tips for perfecting your sales pipelines.
Productivity - 5 min READ
Supercharge your productivity with Copper’s Chrome extension
Eliminate painful tab-switching with Copper right in your inbox and calendar using our Google Chrome extension.
Copper news - 3 min READ
Case study: WoodBlocX accelerates revenue 10X and expands across Europe using Copper
Scottish garden box retailer added B2B sales and exploded its e-commerce arm over 6 years using the platform. Read how.
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.