7 Ways CRM Will Help You Prepare For Christmas 2021

The year 2022 is around the corner and it's just the right time to stay focused on your marketing plan for the upcoming year. Before we continue the journey of this blog, let us find answers to come questions: Did your most loyal customers buy from you? Did customers refer business to you? Were you disappointed with holiday sales? Did you make or exceed your holiday sales goals?

If you already have a CRM system in place, it's ideal to get rid of duplicates, audit your systems, and eliminate data silos to better serve your prospects and customers. On the other hand, you should embrace a CRM system like Microsoft Dynamics 365 CRM if you are yet to have one in place as of now. If you need help with Microsoft Dynamics 365 CRM implementation or Microsoft Dynamics 365 CRM consultancy, you can feel free to contact us at C.I.G Consultants.


Here are some tips for you to prepare for Christmas 2021 and beyond.

  1. Speak with reputed Microsoft Dynamics 365 CRM partners to find out why Microsoft Dynamics 365 CRM is best for you. Don't hesitate to request a free demo or meet online/offline with Microsoft Dynamics 365 CRM experts.

  2. Take some time to map out your existing sales, marketing, and customer service processes. This will help you better understand the strengths and weaknesses of your systems and processes. It will also let you find out what can be done better, what you're doing right, and what you should stop doing.

  3. Have a word with your employees and other stakeholders to find out the challenges and bottlenecks ahead of you. Be open and reasonable to feedback, suggestions, and even criticism.

  4. Plan an online/offline meet with your existing and potential customers and listen to their expectations, wants, and preferences. Explain to them how your products and services can solve their pain points. You will be surprised to discover new ways to make them more customers. It will add to your business revenue while also bringing word-of-mouth recommendations and upselling options.

  5. Your business and you should always innovate. In other words, don't hesitate to embrace new technologies and dump excels, notes, and spreadsheets of the bygone days.

  6. Have a word with organisations and individuals who compete against or complement your business. Find out what they are doing, stay open to suggestions but don't follow them blindly. Pick the good brains and don't forget to say thanks!

  7. Take a while to review your lost opportunities such as customers, prospects, deals, etc. Find out the reasons why didn't make purchases with you. Did you have a faulty strategy or did your peers did something worth appreciation to win clients?

We would like to hear your ideas, please share your comments!


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