Customer Relationship Management (CRM)Purpose
1.2. Enable delivery of targeted promos, schedule updates, loyalty offers, and satisfaction surveys to enhance retention and maximize response rates.
1.3. Streamline marketing operations by automating customer segmentation and message engagement using CRM and external data sources.
1.4. Centralize customer profiles from booking, check-ins, ride ratings, and complaints for actionable insights and real-time engagement.
1.5. Foster brand loyalty by sending tailored messages based on customer value, frequency, and preferred communication channels.
Trigger Conditions
2.2. Post-ride feedback or Net Promoter Score (NPS) submission.
2.3. Customer inactivity for a predefined period (e.g., 90 days).
2.4. First time, repeat, or VIP booking tagging.
2.5. Complaint or compliment received.
2.6. Manual trigger by CRM admin for ad hoc campaigns.
Platform Variants
• Feature/Setting: Process Builder, segment by "Last Ride Date" using Flow and filter logic.
3.2. HubSpot
• Feature/Setting: Lists > Active List, filter contacts on ride count, region, and custom taxi attributes.
3.3. Zoho CRM
• Feature/Setting: Workflow Rules; API: /crm/v2/Contacts/search with filtering.
3.4. Pipedrive
• Feature/Setting: Smart Contact Segmentation; API: /person/find and custom fields for tagging.
3.5. Freshsales
• Feature/Setting: Segment Builder, dynamic filters on activity types and custom ride fields.
3.6. ActiveCampaign
• Feature/Setting: Segment Contacts; API: /api/3/contacts with tags like "Frequent Shuttle Rider".
3.7. Microsoft Dynamics 365
• Feature/Setting: Advanced Find, Marketing Lists with custom properties.
3.8. Marketo
• Feature/Setting: Smart Lists, filters - "Last Shuttle Ride", "Loyalty Status".
3.9. Mailchimp
• Feature/Setting: Segments & Groups using custom shuttle ride data fields.
3.10. Klaviyo
• Feature/Setting: Segments, “Travel Frequency” and “Last Booking”.
3.11. Intercom
• Feature/Setting: Custom Segment; API: /contacts/segments, tagging by activity.
3.12. Sendinblue
• Feature/Setting: Dynamic Lists, filter by custom shuttle attributes in contacts.
3.13. Twilio Segment
• Feature/Setting: Traits-based segment creation, integration with shuttle booking sources.
3.14. Customer.io
• Feature/Setting: Segments, filters by booking count and recency.
3.15. Iterable
• Feature/Setting: Segmentation, filter on profile fields like "Driver Feedback Score".
3.16. Constant Contact
• Feature/Setting: Segmentation; filter by travel history, zip code, ride totals.
3.17. SendGrid
• Feature/Setting: Marketing Campaigns, Dynamic List Segmentation.
3.18. Airship
• Feature/Setting: Audience Segments, API with user tags for shuttle journeys.
3.19. SAP Sales Cloud
• Feature/Setting: List Segmentation; filter by service utilization, account status.
3.20. Oracle Eloqua
• Feature/Setting: Segments, filter on "Service Type" and interaction history.
3.21. Slack (for internal notifications)
• Feature/Setting: Incoming Webhooks; alert staff to VIP or high-risk segment updates.
3.22. Google Sheets (intermediate data store)
• Feature/Setting: Import customer data, filter via QUERY functions, output to downstream services.
Benefits
4.2. Increases marketing efficiency by automating campaign audience selection.
4.3. Enables responsive messaging for dormant, high-value, and new customer groups.
4.4. Supports personalization at scale with consistent data synchronization.
4.5. Improves retention and conversion rates by aligning messaging with behavior and preferences.