Customer Relationship & Engagement AutomationPurpose
1.2. Automates the sending of reminders to responsible contacts when clients have not made purchases or have overdue invoices, using multiple communication channels to maximize reach and response.
1.3. Enables automation of escalation to relationship managers if automated reminders go unanswered, triggering further actions in CRM or ERP systems.
1.4. Supports compliance by automating audit trails of interactions and reminders for the energy & fuels industry, specifically CNG fueling networks.
Trigger Conditions
2.2. Automatedly fires when invoice due dates surpass defined thresholds (e.g., 7 days overdue).
2.3. Automation can monitor CRM status fields for inactivity or overdue flags.
2.4. Automator triggers based on failed payment detection from integrated billing or payment systems.
Platform Variants
• Feature/Setting: Automate outbound SMS in “Programmable Messaging”; configure API to send scheduled reminders to client contacts.
3.2. SendGrid
• Feature/Setting: Automate reminder emails using “Transactional Templates”; connect API triggers to automate overdue/inactive message dispatch.
3.3. Microsoft Outlook (Graph API)
• Feature/Setting: Automate email via “SendMail” API; configure with conditional triggers from CRM data.
3.4. Salesforce
• Feature/Setting: Schedule and automate follow-up tasks/emails with “Process Builder” or “Flow Builder”; leverage Opportunity or Account inactivity fields.
3.5. HubSpot
• Feature/Setting: Automate sequences for overdue/inactive clients using “Workflows” and “Delay until event” logic.
3.6. Slack
• Feature/Setting: Automated DM or channel notifications using “chat.postMessage” API for internal reminders/escalations.
3.7. Pipedrive
• Feature/Setting: Automate activity creation via “Automations”; configure triggers for inactivity or overdue payment custom fields.
3.8. Gmail API
• Feature/Setting: Automate scheduled reminders with “Users.messages.send”; connect trigger logic to status in CNG station CRM.
3.9. Google Calendar
• Feature/Setting: Automator creates follow-up event invites via “Events: insert” for account managers.
3.10. Zoho CRM
• Feature/Setting: Automate reminders using “Workflow Rules” with “Send Notification” functions based on custom status.
3.11. Freshdesk
• Feature/Setting: Automate ticket generation for overdue accounts using “Automations: Ticket Updates”.
3.12. ActiveCampaign
• Feature/Setting: Automate drip campaigns triggered by CRM inactivity with “Automations” and custom fields.
3.13. WhatsApp (Twilio API)
• Feature/Setting: Automate WhatsApp templated messages to clients via “Messages: Send Message” API.
3.14. Zendesk
• Feature/Setting: Automated ticket or task creation on overdue using “Triggers” and outbound email.
3.15. Mailchimp
• Feature/Setting: Automate audience segment reminders using “Customer Journeys” and “Date Added/Last Contacted” triggers.
3.16. Airtable
• Feature/Setting: Automate detection and notification for inactivity using “Automations” and “Scheduled Time” triggers.
3.17. SAP ERP
• Feature/Setting: Automate overdue payment reminders using “Business Workflow Management” on accounts receivable modules.
3.18. QuickBooks Online
• Feature/Setting: Automate invoice reminder workflows with “Send Reminders” and “Payment Overdue” triggers.
3.19. ClickSend
• Feature/Setting: Automate SMS/email reminders with “Automated SMS/Email Campaigns”; integrate with CRM workflows.
3.20. Intercom
• Feature/Setting: Automate chat/email reminders using “Series” automations for flagged inactive accounts.
Benefits
4.2. Increases retention by automating timely reminders, preventing missed re-engagement opportunities.
4.3. Ensures no overdue or inactive client is missed through systematic, automated tracking and communications.
4.4. Enables auditability by keeping automated logs of reminders and follow-up actions for compliance.
4.5. Automates escalation and internal task management to efficiently reassign unresponsive cases.