Marketing

Top Ways Your Small Business CRM Can Save You Time During the Holidays

Caroline Burk

Updated: Oct 22, 2024 · 5 min read

Woman smiling at a laptop with her hands up

Most entrepreneurs don’t look forward to the holiday season, and that’s because they often don’t have time to enjoy it.

If you’ve felt this way in the past, we’re sorry. We know the struggle, and this blog is dedicated to making sure that this year is different for you, meaning more time, less stress and better holiday campaigns than ever.

If that sounds good to you, browse through our roundup of helpful tips and content below. Our experts have compiled them based on over 20 years of automating and optimizing business’ workflows with the best CRM for small businesses, so it’s safe to say these will work.

Engaging, personalized emails

Emails are the backbone of many businesses’ holiday campaigns. But even if you were to write every single email individually, it would be difficult to match the personalization that a CRM system with automation can offer. So instead of spending hours upon hours crafting engaging, highly-tailored emails on your own, pull your CRM and automation software into the mix to help you.

Now, just to be super clear: The key to generating revenue and saving time isn’t just to automate. It’s to segment and customize your campaigns so each contact receives value customized to their needs. We’ve said this a million times, but that’s only because we know it works and far too many businesses are wasting valuable time trying to do manually what CRM and business automation software can do in mere minutes.

Save you and your team hours this holiday season so you can get out there and deck the halls, all while your contacts are being nurtured the way they deserve.

But before you can get festive, you need the deets to help you execute this plan. Use our free resources to help you get it done:

Man with glasses and book

Pro tip

Combine emails and texts for higher engagement and better results all around from your holiday campaigns.

New levels of AI benefits

Your small business CRM will provide the information and data you need so you know what should go in each contact’s email, but then you still have to write the content for those emails … or do you?

With Keap AI, you can benefit from a software that knows how to write for entrepreneurs because it was trained using over 20 years of entrepreneurial wisdom. Use the following tips and resources to solidify your AI strategy:

  • Create content that converts
    Any content you need this holiday season can be drafted and brainstormed by Keap AI. Even better, the content this tool produces can help you deliver more valuable content that leads to increased conversions.

    Next steps: Read How to use AI to generate content that converts for the freshest AI strategies from an Sarah Watz, CEO of Business Heroes and AI expert.
  • Build out entire campaigns more efficiently
    Our built-in AI tool can help you with the copy you need throughout all your upcoming holiday campaigns, including emails, ads, landing page copy, forms and more. If you need it for a campaign, Keap AI can help you get it done quickly.

    Next steps: Get a brief rundown on all the ways you can utilize Keap AI for your campaigns on our blog.
  • Proven Automation Templates
    Keap users have access to 12 free templates that they can quickly plug into their business processes, and many of these pre-built campaigns include email sequences. Log into your Keap app to check them out or set up a call with a Keap automation expert to learn how to get started and gain access with the best CRM for small businesses.

    Next steps: Discover the value of the 12 Proven Automation Templates and see which automations your Keap app comes preloaded with.

Landing pages and forms

Your content and email campaigns for Black Friday, Cyber Monday and the holidays afterward will need landing pages to drive your contacts to. These important pages are what can take up so much time unless you use your small business CRM and automation software tools in the right ways.

Templates, like the ones Keap comes equipped with, can be huge time-savers and cut down on the leg work your team has to do to create a branded, beautiful landing page that is cohesive with the rest of your campaigns. If you’re ready to knock out some of your pages, use these five steps to create each one in 20 minutes or less.

Don’t put this off any longer

Nearly everyone wants to be able to step back and spend more time enjoying the upcoming season. This year, you actually can if you follow the advice found in these resources. The key is to work ahead and let business automation do the heavy lifting.

You and your team deserve this. So head to your Keap app to get started, and make sure to check out the 12 Proven Automation Templates before you get to building. They can save you some serious time.

If you’re not a Keap user, you have an extra step to take before you get access to these templates and so much more: Get Keap. Set up a free call with one of our business growth experts to get started today.

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