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The festive season is fast approaching and while many eagerly anticipate the time off in December to relax and spend quality moments with loved ones, your CRM system is still hard at work. With deadlines to meet, emails and sequences to send, and chat flows to manage, it can be challenging to truly enjoy your time off. And what's even worse is returning from your break to find a flood of missed communications and poorly timed automations waiting for you! At Unmatched, we are passionate about empowering others to get their HubSpot in top shape which is why we have put together a quick guide on how to keep on top of your CRM over Christmas including:
- Freezing Workflows
- Reviewing Sequences
- Checking Inboxes
- Redirecting Chatflows
- Taking an empathetic approach
- Getting ahead on data cleansing
Read on to find out more...
One of the most important things is to ensure that you're not sending any unnecessary automated communications via workflows during the festive period. Customers won't be enthusiastic about receiving work-related messages on Christmas day, and it is advisable to put most of your workflows on 'pause'. Don't worry, you won't be losing out on anything by freezing your workflows. Instead, you'll be giving your recipients a break and a chance to reconnect in the new year! Here's how you can do it:
Review Your Sequences
If you are a salesperson, it's likely that you have various sequences in place, including some sales emails that may be scheduled while you're away. Take the time to review your sequences and reschedule any emails to ensure they are sent at the right time. This also means that if you receive any responses to your sales sequence, there's no pressure for you to respond immediately during your time off!
Account for Your Inboxes
If you have an inbox connected to your HubSpot account, it is crucial to manage it effectively during the festive period to ensure that no tickets are left unattended. The last thing you want is for customer inquiries or issues to go unanswered, potentially leading to frustration and dissatisfaction. We highly recommend setting up automated email responses to acknowledge receipt of emails and inform customers of any potential delays in response times during the Christmas break. This proactive approach will help manage customer expectations and maintain a positive brand image.
Redirect Your Chatflow
If your website has a chatflow and all your team members are currently unavailable, you'll need to temporarily change your approach. Our top tip would be to clone your chatbot and amend this so that you can easily swap back on your return to the office. Redirecting prospects to your website's FAQs or other appealing options is a smart move. By doing this, you won't miss out on potential leads, and your prospects will still have a positive experience with your brand.
Take an Empathetic Approach
Creating Christmas-themed campaigns can be a great opportunity for marketers to engage with their audience and drive conversions. However, it's important to remember that holidays can be challenging for some individuals. For instance, receiving an influx of Mother's Day marketing emails can evoke feelings of grief for those who have lost their mothers. To address this, brands have started offering recipients the option to unsubscribe from specific holiday emails.
In HubSpot, you can easily implement a simple automation that allows contacts to opt-out of Christmas communications if they prefer. This not only shows empathy towards your audience but also helps to reduce unsubscribe rates.
Get Ahead on Data Cleaning
And with the time and stress saved by getting your CRM in order for the holiday season, why not take advantage of this perfect opportunity to kickstart your spring cleaning ahead of time! There's no better time to conduct a thorough hygiene review and start the new year with a revitalised and current dataset.
Rady to take on your 2024 goals? Start off strong with a flawless database that will fuel your campaigns so you can hit the ground running.
Looking to plan for the year ahead? We also recommend getting everything in place so that you can develop your CRM strategy for 2024. It's important to take the time to reflect on the past year and identify areas for improvement in your CRM system. Evaluate your current processes, analyse customer feedback, and identify any gaps or opportunities for growth. By doing so, you can set clear goals and objectives for the upcoming year and create a roadmap to achieve them.
It's also a great idea to consider any new technologies or features that may enhance your system. Stay up to date with the latest HubSpot advancements and explore how they can streamline your processes and improve efficiency. Want to find out more about HubSpot's newest features? Get in touch with a member of the Unmatched team!
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