The holidays are often associated with celebration, relaxation, and resetting for the new year. But did you know this festive season is also the perfect time to optimise your CRM? Whether you're reflecting on successes, planning for the future, or simply looking to tidy up processes, there are countless ways to make Pipedrive work harder for you.
To help you end the year on a high note (and start the next one even stronger), we’ve created the 12 Days of Pipedrive, a guide full of actionable tips. From setting up time-saving automations to running targeted campaigns, these ideas are tailored to maximise your CRM’s potential during the holidays.
Let’s dive in! 🎄🎁
Make sure your clients know when you're available by updating your email signature with your holiday hours. This small adjustment can help manage expectations and avoid unnecessary follow-ups during your time off. Use Pipedrive’s email sync to streamline your communication.
🎁 Learn how to set up an email signature in Pipedrive
The holidays are the perfect time to show appreciation to your clients. Use Pipedrive’s contact segmentation tools to send personalised thank-you emails, reflecting on your shared successes. A little gratitude goes a long way in building long-term relationships.
🎁 Watch this video to learn more about filter lists in Pipedrive
Take advantage of the holiday slowdown to train your team on underused Pipedrive features. From workflow automations to advanced reporting, there’s always more to learn. Your team will hit the ground running in 2025 with these new skills.
🎁 Explore Pipedrive Basics with this YouTube playlist
Use your CRM data to highlight top performers and milestones achieved this year. Celebrate these wins with your team and set a positive tone for the year ahead. Pipedrive’s insights make it easy to track and share success metrics.
🎁 Discover how to maximise your business insights with Pipedrive reporting
Holiday campaigns are more effective when they’re targeted. Use Pipedrive to segment your contacts into groups like VIP clients or dormant leads. Send tailored messages with seasonal offers or New Year’s greetings to strengthen your connections.
🎁 Watch this playlist to learn more about Pipedrive Campaigns
Dedicate some time this holiday season to cleaning up your CRM data. Remove duplicates, update outdated information, and archive inactive leads. A clean database ensures a smoother start to 2025 and helps your team focus on quality leads.
🎁 Read more about the importance of clean data
Start 2025 strong by setting sales targets within Pipedrive. Use the Goals feature to track progress, align your team, and break objectives into manageable milestones.
🎁 Watch Motii’s Ben Fuller demonstrate a full dashboard build
Prepare automations to follow up with leads and clients in January. Whether it’s a check-in email, a seasonal offer, or a “welcome back” note, Pipedrive’s automation tools make it seamless to keep your pipeline moving.
🎁 Watch this YouTube playlist for automation tips with Motii
Don’t leave your clients wondering if you’re available. Set up a friendly holiday voicemail with details about your office reopening date and where they can get help in the meantime.
🎁 Discover how to update voice messages with JustCall
Start the year with streamlined systems by integrating Pipedrive with tools like PandaDoc, Mailchimp, Xero, or Trello. Integrations reduce manual work and improve efficiency. Not sure where to start? Motii can help with custom integrations.
🎁 Watch our webinar replay and explore popular tools for integration
Review your pipeline stages and ensure they align with your sales goals for 2025. A customised pipeline makes it easier to track progress and improve conversions.
🎁 Find out why winning and losing deals are important in Pipedrive
Automations save your team time by handling repetitive tasks like follow-ups, deal updates, and data entry. Set up or refine automations to give your team the gift of more productive workdays.
🎁 Book a call to explore automations tailored to your business
The holidays are more than just a time for celebration—they’re an opportunity to prepare for a successful year ahead. By implementing these 12 tips, you’ll be able to make the most of your downtime, optimise your workflows, and set yourself up for a seamless transition into 2025.
Motii’s Pipedrive experts are here to guide you. From custom integrations to tailored automations, we’ll ensure your CRM is working at its best.
Book a free demo today and make 2025 your most productive year yet!
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The ability to stay organised, keep clients and referrers informed, and hit key deadlines is crucial to growing any finance business. Without a streamlined system in place, missed opportunities, wasted time on repetitive tasks, and inconsistent communication can lead to lost revenue.
Integrating Pipedrive with your other business tools is one of the easiest ways to boost your productivity, improve data accuracy, and streamline your processes. Whether you’re just getting started or need help with a custom solution, Motii is here to guide you through the process.
