Copper blog
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.
Copper news - 5 min READ
Gartner Works Its Magic—We’re on the Quadrant!
Copper CRM is positioned for the first year on Gartner's Magic Quadrant for Sales Force Automation. Learn more about this Gmail-integrated 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 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.
Sales - 8 min READ
How to Manage Your Sales Funnel at Every Stage
Learn about the stages of a sales funnel, how to manage them & the actions needed to take at each one to win deals—from Copper’s very own Director of Sales.
Sales - 9 min READ
How to get more—and better—customer reviews
Customer reviews can make or break your business. Here's how to get more (and better) customer reviews on third-party sites like Yelp and Google.
Sales - 9 min READ
No, Leads and Opportunities Are Not the Same Thing
Learn about the difference between leads and opportunities (no, they’re not interchangeable) from Copper’s Director of Marketing Operations.
Sales
Google Next: Networking tips for before, during, and after
Do you do a lot of networking at conferences? Here are some networking tips for Google Next that you can apply to any tech conference.
Sales - 9 min READ
3 selling styles you need to master (+ 2 to retire)
Learn how to master the selling styles every rep should be proficient at, and the selling styles that are outdated and won't help you close deals.
Copper news - 7 min READ
How an NYC Agency Beats the Competition with Automation
Learn how an NYC agency uses Copper CRM to automate 1000+ tasks per week, get more time for creative work & help its clients win 20mil users + subscribers.
Sales - 8 min READ
How to Take Better Sales Notes
Taking better sales notes is a hugely underrated way to improve your sales. Here are some tips for taking better notes + how to use a CRM to automate the process.
Sales - 9 min READ
How to find your unique selling proposition in 7 steps
Find your brand's unique selling proposition (USP) in seven simple steps including examples of memorable brand USPs and pitfalls to avoid.
Sales - 6 min READ
17 Sales Experts & Leaders Who Are Changing the Game
These experts and leaders are changing the world of sales. Follow their lead to stay on top of trends, tactics, and big ideas.
Sales - 11 min READ
An in-depth guide to sales forecasting
Learn how to forecast sales accurately, including gathering the right data, how to set ambitious yet realistic goals, and more.
Sales - 9 min READ
How to create a winning sales deck
Learn how to create a killer sales deck from start to finish that you can use to up your prospecting, with 10 sales deck examples.
Sales - 8 min READ
What's Transactional Selling? Here's How to Do It
One-off, transactional purchases won’t help your business thrive. Boost your relationships—and sales—with these 3 consultative selling approaches.
Sales - 11 min READ
A Comprehensive Guide to Sales Enablement
Learn about sales enablement in detail with this step-by-step guide, including how to create content, use email templates, and more.
Sales - 9 min READ
Sales account planning: a step-by-step guide
Understand what sales account planning is, why it’s important & how to do it well with this step-by-step guide (from gathering data to executing your plan).
Sales - 10 min READ
10 KPIs All Sales Reps Should Track and Why
Learn which key performance indicators (KPIs) you and your sales reps should be tracking and why—Copper’s very own Regional Sales Manager breaks them down.