Copper blog
5 min READ
Return to work and tech
Work-from-home tech can make or break your teams’ productivity and collaboration. Our thoughts to help guide your workforce tech decisions.
7 min READ
The loathsome state of my inbox
Business leaders are drowning in cold emails, and they're nothing to write home about. Why B2B cold emails aren't working.
5 min READ
How to plan for the death of the cookie? Prioritize first-party data.
First party data has always been important. But now, as cookie deprecation looms, first party data is a must-have.
1 min READ
CRM reporting in 2021: Searching for the Holy Grail
We recently surveyed more than 100 sales and marketing professionals to examine how and why so many SMBs across industries use multiple data reporting tools to cobble together the story behind their business’ wellbeing. Get the report here.
Productivity
Copper’s VOGSY integration
Copper’s VOGSY integration bridges the gap between sales and product delivery. Automatically sync your opportunities for lead-to-cash insight.
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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.
5 min READ
How CRMs can improve SaaS reporting to track business health
Stay on top of your business with accurate and reliable SaaS reporting right in your CRM. Here's what to track.
2 min READ
Customer engagement changed in 2020
We share surprising findings from our survey around big shifts in sales and marketing in 2020 and strategies to put these insights into action.
Sales - 6 min READ
Making a plan in murky waters: a guide to post-pandemic sales forecasts
Preparing a sales forecast in 2021 isn't as simple as copying and pasting from past years. Here's our guide for getting it right.
4 min READ
Little is certain when it comes to SMB reporting, our survey finds
In our survey of SMB professionals, we found they don’t rely on a single source of truth for business reporting. Here are highlights.
8 min READ
7 benefits of CRM software for lead generation management
Simplifying lead nurturing, tracking sales, & increasing customer retention are just a few benefits of using CRM software. Read more here!
7 min READ
Copper + Square integration for simplified invoicing
Copper's new Square integration helps businesses take care of customers and get paid faster.
Sales - 7 min READ
How to create a sales cadence that doesn't annoy prospects
Perfecting your sales cadence will ensure you’re driving prospects down your sales funnel, not driving them out of it. This post will teach you how to do it.
Sales - 8 min READ
How to conduct win-loss analysis: a step-by-step guide
Everyone wants to win, but both wins and losses can give you tons of valuable data you can use to dramatically improve your business. Find out how in this post.
7 min READ
How to generate leads for your business
If you don’t have a lead generation strategy yet, don’t worry. Learn how to generate leads for business with these 4 building blocks.
How to create email templates in Gmail
Learn how to create an email template in Gmail to save time while nurturing relationships – and avoid repetitive email writing.
Client success - 7 min READ
4 common reasons why customers churn & how to solve the turnover problem
Many organizations experience periods of customer churn. Study 4 causes of customer defection, including lack of engagement, & decrease your churn rate.
2021 Marketing relationships survey: Results are in
With the help of Engine Insights, we recently surveyed a sample of 500 sales and marketing professionals about their approach to the sales + marketing strategy, and customer engagement, in 2020. See the results.
Client success - 8 min READ
Strategies for managing wholesale relationships with retailers
Want to keep your customers happy? Here are some strategies for wholesalers who want to keep their business booming and get retailers coming back for more.
Sales - 7 min READ
How to do sales prospecting training effectively
Train your sales team to prospect smarter with these 8 sales prospecting training tips.
SMB analytics and reporting: the best tools to fuel your growth
Learn how to leverage powerful reporting tools that can help drive informed decisions, cut costs, and increase revenue for improved business health.