Copper blog
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.
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.
5 min READ
What is account based marketing (ABM)?
Account based marketing is a long-term strategy with a huge payoff. Learn how ABM works and 4 strategies to execute it flawlessly.
2 min READ
Infographic: 2021 state of customer relationships
Shareable statistics from our 2021 customer relationships survey for at-a-glance insights into marketing and sales.
4 min READ
Simplifying contract management with our DocuSign CRM integration
Interested in a DocuSign CRM integration? Copper CRM and DocuSign work together seamlessly to make signing contracts a breeze. Check out the best DocuSign CRM.
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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.
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!
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.
Sales - 9 min READ
How to create a real estate sales funnel from scratch
Learn the step-by-step process for creating a real estate sales funnel that collects, nurtures and converts your leads into home buyers.
Google Workspace features: Everything you need to know
In case you missed it: G Suite is now Google Workspace. Let’s look at all the new Google Workspace features, so you know how to use this new Google platform.
Sales - 10 min READ
7 stages of sales cycle success
From prospecting to objection handling, discover what it takes to be successful at every stage of the sales cycle from the sales lead experts at Copper.
How to set goals for your email sequences
Get strategic with your email sequences by setting goals to easily track metrics and gauge progress. Start today with these tips.
4 ways CRM data analysis adds value to your business
CRM analysis can be very powerful, giving businesses insights to help them understand their customers and grow. Here’s how it can add value to your business.