Customer Relationship ManagementPurpose
1.2. Gather actionable insights into dealer staff performance, vehicle delivery, service quality, and post-purchase satisfaction for continuous improvement.
1.3. Promote positive reviews, swiftly address negative feedback, and strengthen post-sale relationships with high-value customers.
Trigger Conditions
2.2. Completion of a vehicle service event and invoice posting.
2.3. Custom time-delay elapsed since transaction (e.g., 24 hours, 3 days, 7 days post-event).
2.4. Specific customer segment flagged (e.g., VIP, repeated purchasers).
2.5. Manual override for ad-hoc survey launches.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API to send survey link via SMS. Configure POST webhooks for DMS data.
3.2. SendGrid
• Feature/Setting: Transactional Email API. Setup message templates and dynamic personalisation for survey invitations.
3.3. SurveyMonkey
• Feature/Setting: Create Collector via API, trigger Collector Link delivery post-transaction.
3.4. Outlook 365
• Feature/Setting: Automated email flows with Power Automate connector; send survey links per completion event.
3.5. Google Forms
• Feature/Setting: Auto-generate pre-filled links via Apps Script, email via Gmail API.
3.6. HubSpot
• Feature/Setting: Use Workflows to send customer surveys triggered by deal or ticket close; configure with Customer Feedback API.
3.7. Salesforce
• Feature/Setting: Process Builder and Survey Invitations API to auto-email survey links post-sales/service case.
3.8. Zapier
• Feature/Setting: Multi-step Zap triggers on CRM event, sends survey via integrated email/SMS channel.
3.9. Mailchimp
• Feature/Setting: Automated Campaign workflow; pre-populated survey campaign triggers on CRM or API event.
3.10. ActiveCampaign
• Feature/Setting: Automations tool to send conditional satisfaction surveys using Contact or Deal triggers.
3.11. Typeform
• Feature/Setting: Webhooks to generate unique survey links, distributed via email/SMS upon trigger.
3.12. Microsoft Power Automate
• Feature/Setting: Scheduled cloud flows using CRM connectors to send Forms or third-party survey links.
3.13. Slack
• Feature/Setting: Use Incoming Webhooks API to notify internal teams of survey status or feedback submitted.
3.14. Pipedrive
• Feature/Setting: Workflow Automation sends survey links upon deal won/lost or activity completion.
3.15. Klaviyo
• Feature/Setting: Flow trigger on custom event (purchase/service), send survey via SMS/email integration.
3.16. WhatsApp Business API
• Feature/Setting: Programmatic template message delivery for post-service feedback link.
3.17. Zendesk
• Feature/Setting: Trigger automations to send satisfaction surveys as ticket is solved/closed.
3.18. Intercom
• Feature/Setting: Event-based message or bot triggers to send survey post interaction or defined workflow.
3.19. Google Chat
• Feature/Setting: Bot post automated updates internally when feedback received or action required.
3.20. Freshdesk
• Feature/Setting: Workflow Automator triggers satisfaction survey once ticket/service marked as resolved.
3.21. CustomerGauge
• Feature/Setting: Transactional Survey API to trigger NPS/CSAT survey post-CRM action.
3.22. Qualtrics
• Feature/Setting: Experience Management APIs to automate survey invitations and feedback collection.
Benefits
4.2. Increases volume and representativeness of feedback for operational excellence.
4.3. Enables instant response to dissatisfied customers, reducing negative reviews.
4.4. Drives measurable improvements across sales, service, and retention initiatives.
4.5. Frees staff from repetitive manual follow-up, focusing talent on high-value personal engagement.