Automated follow-up for lapsed or inactive customers

Purpose

1.1. Automates identification of lapsed or inactive fruit wholesale customers based on purchase history, segmenting those who haven’t ordered in a defined period (e.g., 30/60/90 days).
1.2. Initiates automated, tailored communication (SMS, emails, WhatsApp, phone call reminders) to re-engage and recover lost sales, streamlining customer win-back processes.
1.3. Supports automating the scheduling of follow-ups, context-aware product promotions, feedback surveys, and personalized offers for dormant grocery clients, reducing manual CRM workload.

Trigger Conditions

2.1. Customer status set to “inactive” or “lapsed” in CRM.
2.2. No order activity in ERP system or POS records for a specific timeframe.
2.3. Failed previous outreach or unopened marketing communications.
2.4. External trigger via webhook, API event, or integration with sales dashboard indicating idle status.

Platform Variants

3.1. Twilio SMS
• Function: Automates sending SMS reminders via Twilio Messaging API; set up trigger on new lapsed contact.
3.2. SendGrid
• Feature/Setting: Automatedly sends re-engagement email sequences via SendGrid Automation; configure Inactive Segment workflow.
3.3. ActiveCampaign
• Feature: Automates email campaigns & CRM triggers; automate with “Last Purchase Date” automation recipe.
3.4. Mailchimp
• Feature: Automatically dispatches re-engagement emails with Customer Journey Builder; set “inactivity” as journey entry.
3.5. Salesforce
• API: Automates workflow via Process Builder or Flow; trigger based on inactivity criteria on Account/Contact.
3.6. HubSpot
• Setting: Automate personalized follow-up emails using Workflow Automation with inactivity filters.
3.7. Microsoft Power Automate
• Action: Automates tracking CRM inactivity & sends multi-channel reminders; connect to Dataverse or Dynamics 365.
3.8. Zoho CRM
• Feature: Automates follow-up task creation and email automation using Blueprint and Workflow Rules.
3.9. WhatsApp Business API
• API: Sends automated WhatsApp follow-up messages when a contact’s last order date exceeds threshold.
3.10. Pipedrive
• Automation: Sets up automatable follow-up reminders and auto-email triggers based on inactivity fields.
3.11. Klaviyo
• Flow: Automates “Winback Flow” targeting segments with no purchases in X days; configure via Flow Builder.
3.12. Intercom
• Series: Automates message series or bot follow-ups for inactive leads/customers; use last interaction data.
3.13. Freshdesk
• Automation: Sends automated ticket-based follow-ups for inactive customer accounts; configure scenarios for inactivity.
3.14. Google Sheets + Apps Script
• Script: Automates tracking of inactivity and triggers bulk email via Apps Script functions.
3.15. Airtable
• Automation: Detects inactivity in records and auto-sends email via Airtable Automations.
3.16. Slack
• Workflow: Automates internal reminders to Sales/Support when customer records show inactivity; use Workflow Builder.
3.17. Facebook Messenger API
• API: Automatedly sends Messenger templates to lapsed grocery buyers as per inactivity trigger.
3.18. Shopify
• Flow: Automates win-back email/SMS sequence using Shopify Flow or third-party app (like Klaviyo integration).
3.19. Zendesk
• Automation: Automates email reminders and ticket updates for inactive wholesale customers via automations.
3.20. Viber Business Messages
• API: Sends automatable Viber messages to re-engage inactive B2B fruit buyers after CRM trigger.

Benefits

4.1. Automated follow-up boosts win-back rates and reduces churn via consistent outreach.
4.2. Automates manual CRM tasks; streamlines fruit wholesaler’s sales processes, freeing staff for higher-value engagement.
4.3. Enhances customer retention and loyalty by automating personalized, timely messages and offers.
4.4. Integrates with existing data sources and channels; scalable and highly automatable for growing grocery operations.
4.5. Provides measurable ROI via activity tracking, campaign analysis, and automated reporting.