The holiday period has just arrived. This is the period that everyone is looking forward to. You will turn on the “out of office”, get the necessary vitamin D and reload it for the intensive final months of the year. Thanks to your CRM you can face the holiday period with confidence. At the same time, this holiday period also offers the possibility to optimize your CRM.
During your holiday period you primarily want peace and quiet, but at the same time as a sales manager you also don’t want to miss out on leads. If you’re a marketer you also don’t want to be ‘invisible’ for a long period with your customers and prospects. Finally, when you are part of a team, sales and marketing campaigns can be followed up by colleagues. Unfortunately, it still happens that sales and especially marketing is in the hands of one person. Don’t worry, your CRM offers a solution!
Nothing is better than activating that “out of office”, but when you do it, do you also communicate clearly to your customers and prospects in your “out of office”? Just reporting that you are absent is not customer-friendly and unprofessional towards potential customers.. Zorg dat je ‘out of office’ minstens de volgende informatie bevat:
How annoying it is to lose the first working day cleaning up your mailbox on your return. Create workflows to avoid getting back to vacation after seeing your mailbox. Here are some examples:
When you will come back your first task will be to look at your CRM, handle the tasks and you’ll see after that your mailbox is only going to be a matter of classification.
The holiday period is traditionally a quiet period and this is precisely at this moment that there are opportunities to take a lead on the competition for the last hectic months of the year.
It is generally a known fact that vitamin D is good for body and soul. During the summer period, everyone is more relaxed and since nobody is on vacation for two full months, this is the time to meet prospects, customers and suppliers in their most relaxed state. To open a conversation with the question of what the holiday has been like is a much nicer opening.
The holiday period is also the ideal moment to take a closer look at your CRM database. Duplicate contacts, expired opportunities, sleeping leads… Use this period to put the database in order.
Sales and marketing campaigns are still too often ad hoc, not enough prepared due to lack of time or without further follow-up actions. The holiday period offers you the opportunity to prepare the sales and marketing campaigns that you want to expand the rest of the year peacefully:
The holiday period is usually a quiet period, but that does not mean a useless period. Communicate clearly to your contacts, prospects and make sure you don’t miss a lead by making optimal use of your CRM functionalities. Take advantage of the relaxed atmosphere to take advantage of your sales opportunities, to clean up and segment your CRM database and to gain a competitive edge by already preparing your sales and marketing campaigns and events for the rest of the year. But above all, enjoy that well-deserved vacation.