Copper blog
Client success - 15 min READ
A Step-by-Step Guide to Customer Onboarding
Your customer onboarding process can be the difference between long term customers and people who sign up for your product once and never return. Here's how to get it right.
Sales - 10 min READ
How to Give a Sales Presentation That Closes Deals
By thinking more individually about each prospect that you pitch to, you can craft the kind of personalized sales presentation that converts.
Client success
4 customer service-oriented examples
What does it mean to be customer service oriented? It's about keeping your customers happy by anticipating their needs. Read more tips here!
Client success - 10 min READ
10 tips to build more meaningful business relationships
Business is built on meaningful relationships––but building them are tricky. Here are our ten tips on how to make the most of the connections you make.
Client success - 10 min READ
How to ask for testimonials (and get a yes!)
What turns a fantastic experience into a word of mouth recommendation? Here’s how to ask for testimonials without turning off your clients.
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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.
Client success - 7 min READ
How to Keep Customers Coming Back
Learn about 5 useful, tangible tips for bringing customers back and keeping them satisfied– without fluffy advice like “offer a discount.”
![Featured image: How To Get Past the Gatekeeper [7 Tips]](/_next/image?url=https%3A%2F%2Fd2ydtwisqcxv72.cloudfront.net%2F191126_how-to-get-past-the-gatekeeper.jpg&w=2040&q=75)
Sales - 8 min READ
How To Get Past the Gatekeeper [7 Tips]
Need to get past the gatekeeper of a business? You’ll need to prove that you’re valuable to their team, pleasant to work with, and worthy of their time. Here's how.
Sales - 8 min READ
5 sales role play exercises: Close more deals in 2020
Want to close more sales and make more money? These 5 sales roleplay exercises will help take your business to the next level.
Client success - 10 min READ
How to create a knowledge base: the ultimate guide
To provide the kind of support your customers crave, you might need to build a knowledge base. Here’s how to create a knowledge base in 8 simple steps.
Productivity - 9 min READ
How to Stay Organized at Work: 7 Simple Tips
For most of us, organization doesn’t come easy––but that doesn’t mean it’s not important. Here are 8 simple tricks for staying organized at work.
Sales - 9 min READ
9 Mistakes when selling over the phone (and how to fix them)
Learn how to sell successfully over the phone—and avoid these 9 common mistakes.
Productivity - 8 min READ
11 tools to help manage your leads effectively
Lead management is an inefficient and expensive process for most businesses. Learn about the different types of tools that'll help your business turn more leads into customers.
Marketing - 10 min READ
How to create a small business marketing plan
Learn how to create a small business marketing plan that gets you an online presence through social media, your own website, emails, and more.
Copper news - 6 min READ
New Features You've Been Waiting For
Check out the latest updates in Copper CRM, including everything from email nudges, to attachments, to new ways of relating companies and records to each other.
![Featured image: How to Deal with Difficult Customers [6 Steps]](/_next/image?url=https%3A%2F%2Fd2ydtwisqcxv72.cloudfront.net%2F191018_Blog_DifficultCustomers_Header.jpg&w=2040&q=75)
Client success - 8 min READ
How to Deal with Difficult Customers [6 Steps]
Want to deal with difficult customers successfully? Learn about what to say and what not to say in these 6 steps to success.
Sales - 9 min READ
Learn how to set an appointment in 3 easy steps
Learn how to set an appointment like the pros: learn about 3 simple steps you can use to increase your success rate on calls and in emails.
Marketing - 9 min READ
An education in branding for small businesses
Small organizations stand out from the competition, with unique business branding. Read branding lessons from the CEO at Butchershop, Trevor Hubbard.
Productivity - 8 min READ
How to resend an email in Gmail with attachments
Learn how to use Gmail Shortcuts to resend emails in Gmails. Make resending your best emails with attachments easier with these tips. Learn how, here.
Productivity - 9 min READ
How to send HTML emails in Gmail
Learn how to send HTML emails in Gmail using different methods such as Chrome extensions, a CRM, and even copying-and-pasting.
Marketing - 10 min READ
Methods for how to get clients for your business
Discover strategies to get clients and fuel your business growth. This post shares 16 effective methods to attract and retain clients.