After-Sales & ServicePurpose
1.2. Ensure clients are reminded in advance via their preferred communication methods, reducing missed opportunities and improving customer loyalty.
1.3. Automate data extraction from DMS/CRM, schedule alerts, send reminders, track responses, and update records without manual intervention.
1.4. Streamline after-sales retention campaigns by acting precisely on warranty lifecycle events.
Trigger Conditions
2.2. Change in warranty status in the dealer management system (DMS).
2.3. Receipt of new warranty registration or update.
2.4. Customer engagement, such as service booking or inquiry, during warranty period.
Platform Variants
• Feature: Workflow Rule/Process Builder; Set to trigger on 'Warranty End Date' field nearing specified period.
3.2. HubSpot
• Feature: Custom Workflow; Triggered on warranty expiry date property; use 'Delay until date' and 'Send email' actions.
3.3. Microsoft Power Automate (Dynamics 365)
• Action: “When a record is updated” (warranty end date), connect to Outlook, Teams, or SMS API for notifications.
3.4. Zoho CRM
• Module: Workflow Automation; Condition set to 'Warranty End Date approaching'; trigger SMS, email, or task.
3.5. SAP Customer Experience
• Function: Automated workflow set on warranty object; notification via SAP Notify or external channels.
3.6. Twilio SMS
• Function: SMS API; POST to /Messages for alert; message triggered by webhook from CRM/workflow tool.
3.7. SendGrid
• API: /mail/send; triggered email from workflow engine with dynamic warranty data.
3.8. Mailchimp
• Feature: Automation journey; segment list by warranty end date and trigger reminder emails.
3.9. Slack
• API: chat.postMessage; send direct dealer alerts about expiring customer warranties.
3.10. WhatsApp Business API
• Endpoint: /messages; send templated reminder messages to customers, triggered via HTTP request from workflow.
3.11. Google Calendar
• API: Events.insert; create calendar events for internal follow-up on upcoming expirations.
3.12. Aircall
• API: Create automated calls to customers or assign tasks to agents as warranty expiration approaches.
3.13. Pipedrive
• Workflow Automation: Trigger action on custom 'warranty end' field, send alert or start follow-up activity.
3.14. ActiveCampaign
• Automation: Date-based trigger for warranty end date, send multi-channel reminder campaign.
3.15. Zendesk Sell
• Task Automation: Auto-create ticket or task for follow-up contact when warranty is close to expiry.
3.16. Oracle CX Cloud
• Workflow: Date action scripts to notify dealer staff and customer through SMS, email, or app notification.
3.17. Freshdesk
• Feature: Automations; ticket creation or customer alert when warranty dates are matched in customer records.
3.18. Outlook 365
• Power Automate: Flow to send emails or calendar invites as warranty nears expiration date.
3.19. Intercom
• Series Automation: Trigger customer chat or email campaign based on CRM warranty fields.
3.20. Zapier
• Workflow: 'Schedule by Zapier' or 'CRM trigger' → ‘Send Email/SMS’ using any connected comms platform.
3.21. Calendly
• API: Auto-create booking links and send reminder invites to users for warranty consultation appointments.
Benefits
4.2. Drives post-sales engagement and additional revenue opportunities.
4.3. Improves customer satisfaction with proactive, personalized reminders.
4.4. Provides measurable retention and re-engagement metrics for after-sales management.
4.5. Integrates across multiple communication channels for broad customer reach.