Regular feedback solicitation from B2B partners

Purpose

 1.1. Automate regular feedback solicitation from B2B partners to improve product offerings and strengthen relationships in the building materials retail market.
 1.2. The automation enables proactive engagement, ensuring feedback loops are constant, actionable, and directly fuel process, support, and product improvements.
 1.3. The automated flow reduces manual effort, standardizes feedback frequency, and guarantees timely data collection for process optimization.
 1.4. Automatedly triggers surveys, reminders, and follow-ups, documents responses, and routes insights to relevant departments for streamlined analysis and action.

Trigger Conditions

 2.1. Automate on elapsed time (e.g., 30 days post-transaction or delivery).
 2.2. Automating triggers via milestone completions (e.g., end of project phase).
 2.3. Automate manual initiation by account manager for ad-hoc or escalation cases.
 2.4. Trigger events can be automatedly detected from ERP or CRM system status changes.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Automate via Process Builder or Flow to dispatch feedback forms after closed deals; configure via Custom Object for feedback cycles.

 3.2. HubSpot
  • Feature/Setting: Automate workflow to send feedback survey emails to B2B contacts post-activity using Marketing Automation module.

 3.3. Microsoft Dynamics 365
  • Feature/Setting: Use Power Automate to trigger feedback email or Teams notification after status updates on Opportunities.

 3.4. Zoho CRM
  • Feature/Setting: Automate feedback survey dispatch using Workflow Rules linked to activity or deal closure events.

 3.5. Slack
  • Feature/Setting: Automate Slackbot reminder or message workflow via Workflow Builder; send feedback prompts to B2B partner channels.

 3.6. Intercom
  • Feature/Setting: Automate in-app chat messages or email follow-up requesting feedback post-customer support ticket or interaction.

 3.7. Google Forms
  • Feature/Setting: Automate feedback survey dispatch via Email Notifications by scripting in Google Apps Script triggered by API.

 3.8. Typeform
  • Feature/Setting: Automate scheduled or triggered survey invitations through Typeform API integrated with CRM events.

 3.9. Qualtrics
  • Feature/Setting: Automate XM Directory contacts with Feedback Survey distributions via API and triggers based on partner lifecycle stages.

 3.10. SurveyMonkey
  • Feature/Setting: Automate distribution of feedback links using SurveyMonkey’s Collector API after transaction events.

 3.11. Mailchimp
  • Feature/Setting: Automate campaign workflows that include feedback collection using custom triggers and merge tags for personalisation.

 3.12. Twilio SMS
  • Feature/Setting: Automate SMS surveys or feedback links via Twilio Messaging Service API, triggered on transaction completion.

 3.13. Zendesk
  • Feature/Setting: Automate satisfaction survey triggers after ticket resolution; use Automations feature for timed follow-ups.

 3.14. Freshdesk
  • Feature/Setting: Automator sends CSAT survey upon ticket closure using Feedback Automation Rules.

 3.15. SendGrid
  • Feature/Setting: Automate feedback email via Marketing Campaigns API post milestone event, with analytics on open/click rate.

 3.16. ActiveCampaign
  • Feature/Setting: Automate contact tagging and personalized survey sequences via Automation Recipes after CRM changes.

 3.17. Airtable
  • Feature/Setting: Automator updates or sends feedback request forms using Airtable Automations; triggers on new record or status change.

 3.18. Monday.com
  • Feature/Setting: Automate reminders to B2B contacts to complete feedback using Automations Center tied to sales workflow stages.

 3.19. Pipedrive
  • Feature/Setting: Automate survey emails upon deal stage progress/completion using Pipedrive’s Workflow Automation.

 3.20. Calendly
  • Feature/Setting: Automate post-meeting feedback request via Calendly Workflow emails, triggered after booked appointments.

 3.21. ClickSend
  • Feature/Setting: Automate SMS or email feedback requests post-invoice or delivery confirmation using ClickSend API integration.

 3.22. JotForm
  • Feature/Setting: Automate survey distribution using JotForm API or integrations, with triggers from CRM or ERP changes.

Benefits

 4.1. Automating the feedback process maximizes response rates and operational efficiency.
 4.2. Ensures systematic, automated partner engagement and accelerates actionable insights collection.
 4.3. Frees team bandwidth for value-added engagement and reduces forgetfulness by using automated reminders and follow-ups.
 4.4. Automated feedback solicitation standardizes reporting, enhances partner relationships, and expedites issue resolution.
 4.5. Data collected automatedly supports data-driven process improvements, strategic planning, and customer satisfaction growth.