It’s December – cold days, hot chocolate and a whole lot of Christmas magic! It’s the season for gift giving, planning and organizing for the holidays and the New Year. As fun and joyful as it is, we know that sometimes it can be stressful to keep up with everything on your to-do list. Especially when there are orders to fulfill, meetings to attend, emails to send, posts to publish, and, well, you get the idea.
There's a lot to do, but only one solution - CRM. Think of CRM as your own army of elves or festive helpers - it will help you capture leads, manage customer information, send out bulk email promotions, publish on time, and more! Add a little Christmas magic if you can!
Let’s explore this magic further and discover the 12 features of CRM to make your 12 Days of Christmas easy, fun and enjoyable.
1. Use web forms to get holiday discount information
Web forms are customizable HTML forms that you can add or embed into your website. When visitors fill out the form, you can:
a. Capture valuable information such as customer details, feedback or supplier enquiries.
b. Automatically import this data into relevant CRM modules such as Leads, Contacts, Deals or Cases.
For example, when a potential customer fills out a form to receive a holiday discount, you can collect their information and follow up with a personalized offer. Not only will this increase your lead generation rate, but it will also ensure your holiday promotions reach the right audience.