Copper blog

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.
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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
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.

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.

8 min READ
What is lead generation, and why is it important?
Lead generation is the strategy behind customer creation. Learn the steps to lead generation, lead qualification and more.

Sales - 8 min READ
2 Strong Sales Funnel Examples from CoSchedule + Tray
Struggling to create a fully functioning sales funnel that can convert? We break down 2 sales funnels step-by-step to give you the inspiration you need.

5 powerful Reports templates to use in Copper
Harness the power of CRM reporting to build better customer relationships and keep growing your business, with Copper Reports.

New reports, now live

Sales - 10 min READ
9 non-awkward sales conversation starters
Sales conversation starters can be awkward. But that doesn't mean reps have to resort to awkward ice breakers. Here are 9 good ways to start sales convos.

Copper news
An update on Sherlock + Copper integration

Communicating with customers beyond the sale
If you’re only sending transaction emails to customers, you’re missing out on crucial opportunities to connect. See 6 tips for communicating with customers between transactions.

Sales
Why you should privilege inbound marketing (and how)
Improve your inbound lead generation efforts with better lead management. Plus, top inbound lead mistakes, how to avoid them, and tricks for inbound follow-up

What’s the difference between G Suite and Google Workspace?
What’s the difference between G Suite and Google Workspace? Read our ultimate G Suite vs Google Workspace comparison, with a price and feature breakdown.

Marketing - 9 min READ
How to send effective bulk emails without spamming
Learn how to send bulk emails to a huge list of contacts at once without spamming them and getting blacklisted.

Sales - 7 min READ
What's the ANUM sales framework and when do I use it?
Learn about what the ANUM sales framework is and when to use it compared to other frameworks like BANT and CHAMP.

10 READ
It’s time to talk: internal communication in real estate
Is your real estate team communicating? Read our take on getting internal communications right in the real estate biz and how a real estate CRM can help.
Copper news - 1 min READ
Copper 2020 Partner Awards
Copper CRM 2020 Partner Awards