5 Ways to take Advantage of Automations this Holiday Season

The holiday season is just around the corner, and you’re all set to pack your bags and go on vacation. But hold your horses, you can’t forget your business. Take this time to plan your business activities to run like a well-oiled machine even when you are not around.


By setting up a few simple automations in Freshsales you can stay ahead of the game, and also enjoy your holiday.

Let’s get started.

#1. Send nurture emails to new leads

You may be away from your business, but that isn’t going to stop the leads from pouring into your CRM. If you ignore these leads, you are giving them a one-way ticket to your competitor’s doorstep. And that’s not something you want, right?

Just as you follow up with leads on any other workday, you can automatically send nurture emails to all the new leads that come into your CRM system. It’s simple. First, set the leads who will enter the sales campaign. For example, it could be all the new leads who have just signed up. Then, choose the time interval to send the emails.

Sales Campaigns in Freshsales

Since it’s an email only campaign, you can choose the condition to send the email along with the email template you want to send to your new leads. For example, if the ‘last contacted mode’ is ‘no reply’ or ‘opened but no reply’ send the second follow up email.

Automations using Sales Campaigns in Freshsales

Of course, you can also choose to start the email as a new thread or reply to the previous one and also track the email opens and clicks.

#2. Convert leads into contacts once they respond to your email

When a lead responds to the nurture campaign, you usually convert them into a contact and associate a deal with it. When you’re away, you can automate this task as well, using Workflows in Freshsales.

You can quickly set up a workflow that executes the required action when the conditions are met. For example, you can set a workflow to execute an action when the “last contacted mode” is set to “replied.”

Automations using Workflows in Freshsales

#3. Set high lead scoring rules to those who reply to your email

With the holiday season approaching, it’s not just you who will be going on vacation, it’s also your sales reps… well, most of them. In such cases, when a lead responds to your email, your sales reps should be able to prioritize which lead requires immediate attention and which ones can wait.

Tweak your scoring rules to set a high score for those leads who have responded to your email, or raised a support ticket, etc.


#4. Create tasks to follow up with leads once you are back

Let’s admit it, the holiday season is fun. On one hand, there are gifts to shop for, parties to attend and ample time to be spent with loved ones. On the other, there are leads being queued up in your CRM, waiting for your attention. And, if your business thrives during the holiday season, you’ll have a whole bunch of leads to follow up once you are back!

So, how do you keep a track of the activities you want to perform with each lead? Setup workflows. For example, you can set one of the conditions as; if the lead score is ‘greater than 30’ and the lead has replied to your email, create a task to call the lead once you’re back from your holiday.

#5. Get the most critical reports in your inbox

Whether it’s getting insights into the number of deals closed every week, the number of deals in the pipeline or number of deals that are likely to close the following months, you need to know what’s happening with your business to make informed decisions.

In Freshsales, you can generate business-critical sales reports and have them delivered to your inbox on a daily, weekly or monthly basis.

With these simple automations, your business can run seamlessly during this holiday season. Of course, there are a lot more hacks and tricks you can do in Freshsales so watch this space for more such blogs.

In the meantime, how about sharing your vacation plans with us. Don’t forget to share this blog with your colleagues and friends before going on your vacation 🙂

Happy holidays!