Customer feedback solicitation post-purchase

Purpose

 1.1. Automate post-purchase customer feedback requests for alcoholic beverage wholesale clients.
 1.2. Gather customer satisfaction data to refine products, service, and after-sales support.
 1.3. Ensure timely, multi-channel outreach to maximize feedback rates and actionable insights.
 1.4. Enable ongoing engagement and loyalty from B2B buyers.

Trigger Conditions

 2.1. Order status marked as "Delivered" or "Completed" in ERP/CRM.
 2.2. A set interval (e.g., 2 days) after delivery confirmation.
 2.3. Manual flag by account manager on high-value clients.
 2.4. Initiation upon invoice closure or payment confirmation.

Platform Variants

 3.1. Salesforce
  3.1.1. Feature/Setting: Process Builder to trigger Survey Invitation; configure “Send Survey” flow based on order completion.

 3.2. HubSpot
  3.2.1. Feature/Setting: Workflow automation; trigger “Send feedback email” via Service Hub.

 3.3. Microsoft Power Automate
  3.3.1. Feature/Setting: Scheduled flow; use “When a record is updated” trigger with Dynamics 365.

 3.4. SAP Cloud Platform
  3.4.1. Feature/Setting: Workflow Service with “Order Status Changed” trigger to dispatch survey emails via SAP Qualtrics.

 3.5. Qualtrics
  3.5.1. Feature/Setting: XM Directory Automation; schedule emails using “Transactional Survey Distribution” API.

 3.6. SurveyMonkey
  3.6.1. Feature/Setting: Webhooks/API Integration; invoke “Send Survey” endpoint post-purchase.

 3.7. Zendesk
  3.7.1. Feature/Setting: Automations module; trigger CSAT request after ticket or order is solved.

 3.8. Intercom
  3.8.1. Feature/Setting: Series automation; deliver survey messaging via Messenger post-transaction.

 3.9. Google Forms via Gmail API
  3.9.1. Feature/Setting: Apps Script trigger to auto-send Google Form feedback link post-purchase.

 3.10. Mailchimp
  3.10.1. Feature/Setting: Customer Journey automation; “Recent Purchase” trigger for feedback email with embedded survey.

 3.11. SendGrid
  3.11.1. Feature/Setting: Triggered email using Transactional Templates API.

 3.12. Twilio SMS
  3.12.1. Feature/Setting: Programmable Messaging API; send SMS with feedback request post-order flush.

 3.13. Slack
  3.13.1. Feature/Setting: Incoming Webhooks; post feedback prompt to B2B clients with Slack Connect integration.

 3.14. ClickSend
  3.14.1. Feature/Setting: SMS API; auto-send feedback solicitation post-delivery confirmation.

 3.15. Airtable
  3.15.1. Feature/Setting: Automation workflows; “When Record Matches Conditions” → send feedback email.

 3.16. Typeform
  3.16.1. Feature/Setting: Connect API to send personalized post-purchase survey link to customers.

 3.17. Freshdesk
  3.17.1. Feature/Setting: Feedback Automation; “On Ticket Status Resolution” trigger for NPS/CSAT mailers.

 3.18. ActiveCampaign
  3.18.1. Feature/Setting: Automation Series; “Order Completed” trigger with feedback CTA in email.

 3.19. Pipedrive
  3.19.1. Feature/Setting: Workflow Automation; “Deal Won” triggers feedback notification via email.

 3.20. Zoho CRM
  3.20.1. Feature/Setting: Workflow Rule; “After Record Update” triggers “Send Survey” email using Zoho Survey.

 3.21. Monday.com
  3.21.1. Feature/Setting: Automation Recipes; “Status Changes to Delivered” → email feedback request.

 3.22. Shopify Plus
  3.22.1. Feature/Setting: Flow app; “Order Fulfilled” trigger sends feedback invitation email or SMS.

Benefits

 4.1. Ensures systematic and timely feedback capture without manual intervention.
 4.2. Accelerates insight gathering for continuous improvement and customer retention.
 4.3. Optimizes multi-channel outreach to suit wholesale client preferences.
 4.4. Frees staff time from repetitive follow-ups and boosts consistency in customer engagement.