Customer relations is central to any CRM implementation, and happy clients tend to mean more revenue. You work hard all year to make your customers feel good about your products and the services you provide, but with the winter holidays approaching, the task of reaching out to all your clients to wish them a happy holiday season can seem daunting. How do you keep track of who’s been called, emailed, visited? Who’s getting a card or gift? Not to fear, Salesforce can help!
The simple solution to your holiday metrics needs is Campaigns. Create a Campaign called 2014 Holiday Outreach, then create separate child Campaigns for each of your holiday initiatives (such as Christmas Cards, Chocolate Boxes, or Holiday Email). Once you’ve set these up, you can go ahead and add your campaign members to the appropriate campaigns and track their status (Email Sent, Turkey Cooked, Santa fed). You can even mass email your pretty holiday email template with 4 easy steps. Now you can keep track of costs, contacts made, and not miss making that powerful connection in this time of thankfulness, family, and friends.
Special credit to one of our awesome clients who recommended this week’s holiday tip!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.