Tracking and scoring customer loyalty and lifetime value

Purpose

1.1. Automate continuous monitoring, analysis, and scoring of customer interactions, transactions, and purchase frequency to determine loyalty and customer lifetime value (CLV) for strategic account management in aluminum supply.
1.2. Identify high-value buyers, optimize retention campaigns, forecast revenue, and customize offers based on segmented loyalty tiers and predicted CLV.
1.3. Enable proactive sales/marketing actions by routing loyalty data to CRM for a unified customer profile and history.

Trigger Conditions

2.1. New order creation in ERP or commerce system.
2.2. Account milestone (e.g., purchase anniversary, loyalty tier threshold).
2.3. Customer engagement events (e.g., support ticket, feedback submission).
2.4. Scheduled periodic analysis (daily/weekly/monthly).
2.5. Inbound CRM webhook for profile update.

Platform Variants

3.1. Salesforce
• Feature/Setting: Flow Builder and Customer 360 APIs.
• Sample Setup: Trigger on "Order Added" → Invoke "CustomerLoyaltyScore" custom Apex REST API → Update Contact custom field "LoyaltyScore".

3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate workflow, Dataverse API.
• Sample Setup: New Order entity event → Flow action "CalculateLoyalty" → Patch Account.EngagementScore field.

3.3. HubSpot
• Feature/Setting: Workflow Automation, Custom Properties.
• Sample Setup: Enrollment trigger on Deal won/lost → Workflow step "Increment CLV" → Update Company property "LifetimeValueScore".

3.4. Zoho CRM
• Feature/Setting: Deluge Scripting & Automation Workflows.
• Sample Setup: On SalesOrder creation → Invoke "UpdateLoyaltyScore" custom function to adjust "Loyalty_Tier".

3.5. SAP Sales Cloud
• Feature/Setting: Business Rule Automation and OData service.
• Sample Setup: Event-Based Rule on Opportunity close → Scripted call to update "CustomerScore".

3.6. Oracle CX
• Feature/Setting: Groovy Script & REST Integration.
• Sample Setup: Trigger on Account update → Execute REST API to recompute and persist "CLV".

3.7. Pipedrive
• Feature/Setting: Workflow Automation, Deals API.
• Sample Setup: On New Deal "Won" → Webhook to calculate & update "CustomerLoyaltyField".

3.8. Freshsales
• Feature/Setting: Workflow Automations, Custom Fields.
• Sample Setup: Trigger - New Contact activity → Automation task: Modify "Lifetime Value".

3.9. Copper CRM
• Feature/Setting: Zapier/Make integration, Custom Fields API.
• Sample Setup: Trigger: New opportunity closed → Patch custom "LoyaltyScore".

3.10. Insightly CRM
• Feature/Setting: Workflow Automation, Webhooks.
• Sample Setup: Opportunity wins → POST to scoring function → PATCH Contact.Loyalty_Score.

3.11. SugarCRM
• Feature/Setting: Logic Hooks & REST API.
• Sample Setup: Logic Hook on revenue line_item save → API PATCH Account "LoyaltyStatus".

3.12. Odoo
• Feature/Setting: Automated Actions, Custom Server Actions.
• Sample Setup: Sales Order posted → Python server action to adjust Contact.loyalty_level.

3.13. Close CRM
• Feature/Setting: API/Webhooks, Custom Activities.
• Sample Setup: New closed sale → API call to adjust Lead.LoyaltyScore.

3.14. Zendesk Sell
• Feature/Setting: Triggers, API.
• Sample Setup: Trigger on New Deal win → PUT Request to update Person.LifetimeValue.

3.15. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder, API goals.
• Sample Setup: Invoice Paid → HTTP request for CLV scoring → Save value to custom field.

3.16. ActiveCampaign
• Feature/Setting: Automations, Contact Custom Fields.
• Sample Setup: Deal stage change → Automation step to PATCH Contact "Loyalty_Score".

3.17. Vtiger CRM
• Feature/Setting: Workflow Automation, Web Service API.
• Sample Setup: Trigger: Invoice Paid → Call update on "CustomerSegments".

3.18. Netsuite CRM
• Feature/Setting: SuiteFlow, REST API.
• Sample Setup: Customer transaction created → RESTlet script updates custom "Loyalty_Tier".

3.19. Intercom
• Feature/Setting: Custom Bots, User Attribute Updates via API.
• Sample Setup: Event: Purchase completed → API PATCH user "lifetime_value".

3.20. monday.com
• Feature/Setting: Integrations, API.
• Sample Setup: Item status changed to "Sale Complete" → Update pulse with loyalty score via API.

Benefits

4.1. Immediate visibility of customer loyalty and forecasted value for sales prioritization.
4.2. Enables targeted retention and upsell campaigns based on real-time data.
4.3. Streamlines reporting and segmentation without repetitive manual scoring.
4.4. Fosters data-driven decision-making throughout account management lifecycle.
4.5. Reduces churn via proactive, criteria-based actions on at-risk customers.