The holiday season starting from Thanksgiving and ending on New Year is here and with just 19 days left until the new year, it is the busiest time for the sales’ teams. The new year presents a perfect opportunity for the sales’ teams to increase their outreach and engage customers. It is often the best time to kick start new conversations and build long lasting relationships.
However, the downside to this is that the sales’ teams inboxes are filled with messages and queries are almost over-flowing. To manage this flow sales’ teams must strategize and adopt a bulk messaging strategy to make a personal connection with the customers, and messages that are shared timely and are valuable.
Why Does Holiday & New Year Outreach Matters for Sales Teams?
During the holiday season the customer behaviour changes rapidly and the engagement rates spike due to gifting behaviour. Customers and clients are also assessing their year end needs and value adds to see what worked for them and what did not.
This also means that they might look for a salesforce CRM that offers reasonable solutions and communication channels that will help them enhance their teams and scale their businesses by achieving higher sales targets in comparison to previous years.
This therefore, serves as the best time for the sales teams to rekindle dormant leads, convert warm leads by sharing time sensitive offers and reinstate the brand image with thoughtful yet powerful messaging. However, it is essential that the messages shared are relevant, in alignment with your brand voice and properly segmented rather than a generic copy.
How Can Sales Teams Maximize Their Productivity With Bulk Messaging in Holiday Season?
The holiday season is often the best season to reach out to customers and lure them into buying your product by running seasonal discounts and offers. However, it is important to understand what the customer will like and therefore, the message must be thoughtful and relevant to your customers.
This is the time when sales teams can leverage the multi-channel messaging and use bulk messaging to reach a larger pool of audience in a single go. The sales reps can divide their bulk messaging into different phases so that the customer does not feel overwhelmed with multiple messages at once.
Phase 1 – Figuring Out The Right Bulk Messaging Framework
The first phase will involve figuring out the right kind of bulk messaging framework that will be used to send messages. Sending random messages to random customers will lead to suspicious leads coming in and unnecessary spam messages.
To keep this workflow organised the best way is to categorise these leads into different segments like customer type, engagement level, revenue potential, or industry based. This way the sales reps have a clear idea as to what messaging needs to be shared with what kind of cluster.
Additionally, the reps do not need to use manual efforts as a unified messaging platform with real-time analytics and dashboard creation will do the job for you. You can easily understand your customer and take action accordingly.
The sales reps can then use this data and send messages on varied bulk messaging platforms including WhatsApp, Zalo, WeChat, Viber, or LINE, whichever is most suited for them. This saves them time hopping from one social media platform to another. The centralised messaging also makes it easier for them to keep track of each communication.
Phase 2 – Drafting & Automating Templates
While bulk messaging is a driver for success in the holiday season, it is important for the sales’ teams to understand that drafting templates on a time-to-time basis will not lead them anywhere. This is where the AI communication channels kick in that allow you to draft and customize your templates and automate them.
This means that the sales reps can draft templates in advance within the unified messaging platform and easily schedule sends. Teams can build automated journeys and schedule the template bursts in a way that the customer feels associated and involved and not overwhelmed or annoyed with constant messaging.
The AI automation can be used to draft ready to use templates based on different formats as well like first name, past purchase or any other. This way the customer feels valued and remembered, building his loyalty for the organisation.
Phase 3 – Crafting That Perfect Holiday Messages
In times like today, customers value personal connections more than just a customer-company relationship. To build that long lasting relationship and leave your customers wanting more it is absolutely necessary to send that perfect holiday message.
During the holiday season customers prefer less promotional and more personal connection. Although, this does not mean that you just stop sharing offers abruptly. A balance should be maintained between sharing offers and engaging the customer with company insights.
The messages should feel warm and personalised as per your customer preferences with a proper call to action to keep your customer hooked.
Phase 4 – Season End and Follow-Ups
The most important thing to convert your customers is to maintain follow-ups and keep your customer engaged throughout the season. When the holiday season ends, most customers start disengaging which can heavily impact the sales business. Therefore, it becomes important to follow-up.
With an Intelligent and interactive AI assistant you can easily automate these follow-ups and not worry about missing out on any lead. Proper and Impactful follow-ups during the season end often lead to maximum and quality conversions.
Best Platforms Where Bulk Messaging Works: Maximum Outreach for Sales’ Teams
Sending and understanding the need to send bulk messages is not enough. It is even more crucial to understand the platforms where bulk messaging does its finest work and where the conversion rates are high.
WhatsApp is the most used application for messaging and most sales businesses use this as a communication channel, especially in the US. Sending bulk messages on WhatsApp is easy and messages can be shared to a wider audience at once. These messages can also be personalised and made holiday ready with the omnichannel messaging platform.
LINE
For businesses in Thailand, where LINE is the most popularly used messaging application, it is the best choice to share bulk messages. The application can be seamlessly integrated with the salesforce CRM and all your chats are visible on a single messaging platform.
Most popular in China markets, WeChat is the go to marketing channel for Chinese markets. By seamless integration of WeChat and Salesforce CRM, the businesses can easily analyse their customers and manage the workflow. This allows them to share personalised messaging to customers with the real-time analysis dashboard.
Zalo
Most popular in Vietnam, sales teams can communicate effortlessly with Zalo and Salesforce AI automation, without delayed responses, and no missed leads. All the customer interactions are collated in a single place and managing them becomes effortless.
Teams can set follow-up reminders and design campaigns that actually work. The real-time analysis can be used to predict customer behaviour and send messages or promotions that resonate with your customers’ needs.
What You Should Do & What You Shouldn’t to Maximize Bulk Messaging Impact?
Talking about bulk messaging that will work for your team, it is equally important to know what you should not do to reduce your seasonal impact.
| Do’s of Bulk Messaging | Don’ts of Bulk Messaging |
| Segment your audience clearly by customer type, engagement level, industry, or past behavior to deliver relevant messages. | Do not blast the same message to everyone as generic communication gets ignored and leads to high unsubscribe rates. |
| Personalize at scale using CRM data (e.g., name, past purchase, browsing history) to make messages feel tailored. | Do not rely solely on promotions because overly salesy messaging without personalization feels spammy. |
| Use multi-channel outreach (email + SMS + WhatsApp/WeChat) to increase visibility and reach customers where they prefer. | Do not depend on just one channel, especially email, which gets crowded during holidays. |
| Schedule messages smartly and send at times your audience is most active; avoid evenings and major holiday moments. | Do not send messages too frequently since over-messaging during the holidays leads to irritation and opt-outs. |
| Create compelling, festive templates with warm greetings, clear offers, and soft holiday elements. | Do not overuse emojis or holiday graphics, which can look unprofessional or cluttered when overdone. |
| Include clear CTAs that help customers take quick action (shop now, book a meeting, claim a discount). | Do not confuse recipients with multiple CTAs or long paragraphs of text. |
| Use AI and automation to streamline large-volume sends and follow-up reminders (e.g., scheduling, pre-approved templates). | Do not rely on manual sending that slows your team down and increases errors. |
| Monitor replies in real time using unified inboxes (like Communicat-O in Salesforce) to drive real conversations. | Do not ignore customer responses as delayed or missed replies lose high-intent leads. |
| Comply with messaging regulations (opt-outs, privacy laws, consent requirements). | Do not send messages without proper permissions, especially in regulated regions. |
| Review performance post-campaign to understand what resonated and optimize next year’s strategy. | Do not treat holiday outreach as a one-time push and always refine and build year-on-year improvements. |
Concluding the Bulk Messaging – Ending The Holiday Season With Results
Looking at the broader picture it is essential for every sales’ team to reach and close the year end targets. Holiday season and bulk messaging is the perfect road to bridge that gap and convert maximum leads to full time clientele.
AI automation, bulk messaging, and a unified messaging platform to manage the excess flow of queries is the perfect combination to cracking the conversion code. You share personalized messages to your customers and do not miss your follow-ups, which leads to results and more conversions.
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