Customer Relationship Management AutomationPurpose
1.2 The automation reduces manual outreach, ensures timely notifications, increases workshop bookings, and supports the dealer’s CRM strategy by strengthening customer relations and loyalty.
1.3 It enables fully automated reminder scheduling based on service mileage, time lapse, MOT expiry, or campaign-specific triggers, tailored for Citroën’s after-sales processes.
Trigger Conditions
2.2 Automation activates on CRM data points—VIN, last service, mileage, customer opt-in status.
2.3 Optionally integrates API calls from DMS (Dealer Management System), telematics, or external triggers (calendar, booking system, SMS consent log).
Platform Variants
• Feature/Setting: Automate sending SMS on pre-set dates with programmable SMS API; configure message body & contact from CRM export.
3.2 SendGrid
• Feature/Setting: Automatedly send templated email reminders via transactional email API; use custom dynamic fields for customer info.
3.3 Mailgun
• Feature/Setting: Configure automated campaign scheduling & send via Mailgun’s API with tracking and analytics for each reminder.
3.4 Plivo
• Feature/Setting: Use SMS API endpoint for campaign automation; schedule future SMS per service event, automating delivery logic.
3.5 Nexmo (Vonage)
• Feature/Setting: SMS API for automating structured service messages; use custom sender ID and logs for compliance.
3.6 ClickSend
• Feature/Setting: Set up SMS/email automation via ClickSend’s API; trigger by file import or webhook from CRM export.
3.7 Amazon SES
• Feature/Setting: Automate high-volume, personalized reminder emails; configure sending quotas and templates using SES API.
3.8 Microsoft Graph
• Feature/Setting: Send automated email reminders using Outlook API; create scheduled logic flows with access tokens.
3.9 Google Workspace API
• Feature/Setting: Automate Gmail sending of reminders, leveraging programmable API for dynamic scheduling and batch operations.
3.10 MessageBird
• Feature/Setting: Automate omnichannel reminders (SMS, WhatsApp, Voice) via API; configure fallback channels if SMS fails.
3.11 HubSpot
• Feature/Setting: Use CRM workflow automation for email/SMS sending based on “next service due” custom property.
3.12 Salesforce
• Feature/Setting: Setup CRM flows to automate SMS or email reminders via outbound messaging module and connected SMS/email apps.
3.13 Infobip
• Feature/Setting: Automate SMS/email reminders from dealership DMS system using Flow builder and unified communications API.
3.14 ActiveCampaign
• Feature/Setting: Use automator to create rules and dynamic content in recurring email/SMS service reminders.
3.15 Pipedrive
• Feature/Setting: Use workflow automations to trigger notification sequences on service dates or pipeline transitions.
3.16 Zapier
• Feature/Setting: Automate trigger-action flows: scheduled event (from Google Sheets/CRM) → reminder SMS/email via any integrated channel.
3.17 SAP Cloud Platform
• Feature/Setting: Integration flow automates message delivery to customer contacts from SAP CRM events.
3.18 Oracle Eloqua
• Feature/Setting: Configure campaign workflows for automated, timed customer service reminders via SMS/email.
3.19 MoceanAPI
• Feature/Setting: Automate scheduled SMS via developer API, using webhook triggers for DMS-integrated reminder workflows.
3.20 Sendinblue (Brevo)
• Feature/Setting: API-driven automation for transactional reminder emails/SMS, using event-based triggers and customer personalization.
Benefits
4.2 Automation results in consistent, traceable communications and ensures brand-compliant messaging.
4.3 Enables automator-driven segmentation (VIPs, campaign targets), so reminders can be personalized automatically at scale.
4.4 Reduces operational costs and enhances data-driven decision making, thanks to tracking of delivery, open rates, and actions.
4.5 Supports scalability, automating outreach for increasing customer bases without extra labor.