Customer and Lead ManagementPurpose
1.2. Collect actionable feedback efficiently to enhance service quality, ensure compliance, and track field agent performance.
1.3. Facilitate data-driven improvements, monitor customer perceptions, and foster long-term client relationships.
1.4. Ensure survey delivery across various channels (email, SMS, WhatsApp, voice), maximizing response rates and accessibility for clients in rural or varied connectivity regions.
Trigger Conditions
2.2. Update of job status in an agricultural ERP to “Closed.”
2.3. Scheduled automated trigger post-visit based on calendar entry.
2.4. Manual entry by back-office staff upon customer interaction completion.
2.5. Webhook from mobile app signaling service completion in remote areas.
Platform Variants
• Feature/Setting: Programmable Messaging API; configure “Send SMS” with dynamic recipient and templated survey link.
3.2. SendGrid
• Feature/Setting: Send Email API v3; use dynamic templates, inject personalized links per client completion event.
3.3. Mailgun
• Feature/Setting: /messages endpoint; set up automated email delivery with time-based or trigger-based logic.
3.4. SurveyMonkey
• Feature/Setting: Create/Send Collector API; generate unique invites tied to client/job ID.
3.5. Google Forms
• Feature/Setting: Pre-filled form link generation via Apps Script; auto-send using Gmail API integration.
3.6. WhatsApp Business API
• Feature/Setting: Messages endpoint; send survey invites in client’s preferred language after job close flag.
3.7. HubSpot
• Feature/Setting: Workflow Automation; trigger post-service email or SMS with embedded survey link.
3.8. Salesforce
• Feature/Setting: Process Builder; integrate email task and link survey completion to customer record.
3.9. Microsoft Power Automate
• Feature/Setting: Automated Cloud Flow; connect Dynamics 365 event to Microsoft Forms via email.
3.10. Zoho CRM
• Feature/Setting: Workflow Rules; trigger survey campaign using Zoho Survey integration on ticket closure.
3.11. Airtable Automations
• Feature/Setting: Script action; on record update, send branded survey via integrated sendgrid script.
3.12. Typeform
• Feature/Setting: API Webhooks; send personalized survey link upon external event trigger.
3.13. Qualtrics
• Feature/Setting: Distribution API; automate individual survey invitations post field service.
3.14. Slack
• Feature/Setting: Incoming Webhook; push survey request notifications to staff for manual SMS/email dispatch.
3.15. Intercom
• Feature/Setting: Outbound Messages; trigger chat-based surveys after a field service ticket close tag.
3.16. ActiveCampaign
• Feature/Setting: Automations and Email API; send follow-up surveys triggered by CRM deal stage change.
3.17. Jotform
• Feature/Setting: Notification Emails; automate prefilled form links on service completion data import.
3.18. Freshdesk
• Feature/Setting: Scenario Automation; initiate feedback request when a support ticket status is resolved.
3.19. Pipedrive
• Feature/Setting: Workflow Automation; email or SMS survey sent when deal moves to “Won/Completed.”
3.20. Zendesk
• Feature/Setting: Triggers; schedule email or text-based satisfaction survey after field ticket closure.
Benefits
4.2. Real-time feedback collection leads to faster service adjustments.
4.3. Reduces manual administrative effort and operational delays.
4.4. Consistent, unbiased measurement of client satisfaction.
4.5. Integrates seamlessly with CRM, ERP, and field service platforms for full audit trails and reporting.