Copper blog
Sales
The keys to writing trade show follow-up emails that stand out (with templates)
If you go to trade shows but struggle with following up with leads, this is the guide to writing follow-up emails that get opened.
Sales - 8 min READ
The ultimate guide to setting sales targets
Need help setting realistic and accurate sales targets? This guide will teach you how to aim high—and empower your team to get there.
Marketing - 10 min READ
How to create and send engaging welcome emails
Learn how to create a welcome email that puts a smile on your subscriber's face & reassures that they have made the right decision in signing up.
Marketing - 11 min READ
Facebook for Small Business: A Complete Guide
Learn how to make the most of Facebook for small business in this guide and leverage the staple social network for companies.
Sales
How to Build a Sales Prospecting Plan in 2019
Learn how to build a sales prospecting plan that will efficiently and effectively fill your pipeline with high-quality prospects with this guide.
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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.
Copper news - 3 min READ
Guess Who's One of the Hottest San Francisco Startups?
Meet Copper, the CRM designed for and recommended by Google, listed by Inc. as the second hottest startup in San Francisco.
Sales - 10 min READ
How to Set Sales Goals (That Get Results)
Setting better sales goals is the cornerstone of a constantly improving and effective sales strategy. Learn how to set good, motivating goals—includes examples!
Sales - 6 min READ
A masterclass in setting realistic sales objectives
Learn all about sales objectives—what they are, the difference between objectives and metrics, how to set realistic ones for your team, and more.
Copper news - 7 min READ
You Asked, We Listened...
Learn about the latest CRM product updates in Copper, including customizable dropdown menus, custom dashboard, and more.
Sales
Types of sales pitches every salesperson should know
Learn about the types of sales pitches that you should have up your sleeve, ready at any time.
Copper news - 3 min READ
Copper's in the Top 3% on the Inc. 5000!
Learn about Copper, the CRM designed for and recommended by Google. It’s just been listed to the Inc. 5000, making it one of the fastest-growing companies in the U.S.
Client success - 11 min READ
How to launch the small business loyalty program of your customers' dreams
Learn about how to set up a small business loyalty program that keeps your customers happy and a few budget-friendly ideas that any small business can do.
Client success - 9 min READ
Why the Best Customer Win-back Strategy is Ongoing
Learn how to win your customers back before they even think of leaving with tips and examples from Copper's Director of Strategic Customer Success.
Copper news - 3 min READ
The Best Overall CRM for SMBs (Thanks, MarTech!)
Learn about Copper, the best CRM for small-to-medium-sized businesses as voted by marketing, ad & sales professionals in MarTech's Breakthrough Awards.
Copper news - 6 min READ
How an AI-powered search engine automates workflows with CRM
Learn how Sajari, an advanced search + matching platform, minimizes manual data entry with a CRM and uses that time more productively.
Sales - 8 min READ
How to Build a High-Performing Sales Team From Scratch
Hire a sales team that collaborates together and closes deals with these tips from Copper's Sr. Director of Sales.
Marketing - 9 min READ
5 Small Business Marketing Ideas That Won’t Break the Bank
Learn 5 small business marketing ideas that are budget-conscious and straightforward, from optimizing your website to building a network of relationships.
Client success - 9 min READ
An In-depth guide to SaaS customer retention
For SaaS companies, customer retention is crucial. Learn 9 strategies to prolong subscriptions from Copper's Director of Strategic Customer Success
Sales - 10 min READ
How to build customer loyalty: 5 strategies we use
Learn about different customer loyalty strategies & the tools you need to get customers to stick around longe—from Copper's Director of Customer Success.
Productivity - 7 min READ
How to schedule a meeting effectively
Learning how to schedule meetings effectively can be done, if you build a strong process. Follow 7 steps to set up productive meetings with your team.