Customer Relationship & MarketingPurpose
1.2. Automating feedback capture, aggregation, and scoring from multiple customer touchpoints to present actionable insights.
1.3. Facilitate automated reports and dashboards for wholesale teams to track customer happiness and proactively address dissatisfaction.
1.4. Enable automation to trigger follow-ups based on scores and trends, thus improving customer retention for beverage distribution businesses.
Trigger Conditions
2.2. Customer transaction completion, triggering CSAT survey automation.
2.3. Automatedly triggered after new delivery or order fulfillment.
2.4. Trigger during post-sales support or event feedback window.
Platform Variants
• Feature/Setting: Process Builder and Flow for workflow automation; API REST endpoints for CSAT field updates; automated surveys using Salesforce Surveys.
3.2. HubSpot
• Feature/Setting: Workflow automation to send CSAT forms; use of Forms API for submission captures.
3.3. Zoho CRM
• Feature/Setting: Automation rules to trigger survey; Zoho Survey integration API for pushing responses.
3.4. Microsoft Power Automate
• Feature/Setting: Automated flows connecting Outlook, Forms, SharePoint Lists; scheduled triggers for survey runs.
3.5. Google Workspace
• Feature/Setting: Google Forms for data collection; Apps Script for periodic score calculation; Sheets API for data processing automation.
3.6. Qualtrics
• Feature/Setting: Automated survey distribution via XM Directory; Response API for aggregation/score calculation.
3.7. SurveyMonkey
• Feature/Setting: Automated collector links; webhooks for automated result retrieval and scoring.
3.8. Freshdesk
• Feature/Setting: Automated satisfaction surveys post-ticket; webhooks/API for response processing.
3.9. Zendesk
• Feature/Setting: Automate triggers for survey dispatch; Zendesk API for response scoring.
3.10. Mailchimp
• Feature/Setting: Automated campaign workflows for CSAT surveys; API for tracking responses.
3.11. Typeform
• Feature/Setting: Automated response collection; webhooks for automated integration into database.
3.12. Twilio
• Feature/Setting: Programmable SMS to automate survey invitations; API auto-replies for tracking answers.
3.13. Intercom
• Feature/Setting: Automated messaging triggers post-interaction; API for piping CSAT data to CRM.
3.14. Slack
• Feature/Setting: Scheduled reminders to sales teams for score calculation; bots for automating CSAT collection.
3.15. Power BI
• Feature/Setting: Automated dashboards; dataflows scheduled for real-time customer scoring visualization.
3.16. Tableau
• Feature/Setting: Scheduled refreshes of automated CSAT datasets; email notification triggers.
3.17. Monday.com
• Feature/Setting: Automations to trigger survey tasks and collect feedback via Forms API.
3.18. Smartsheet
• Feature/Setting: Automated workflows to capture, score, and report periodic CSAT data.
3.19. Airtable
• Feature/Setting: Automation scripts to calculate CSAT based on captured feedback; Web Form integration.
3.20. Pipedrive
• Feature/Setting: Workflow automation to add CSAT fields; API for automated entry of calculated scores.
Benefits
4.2. Accelerates CSAT analytics automation and dashboarding for actionable intelligence.
4.3. Reduces manual error and time spent on data entry through fully automated scoring.
4.4. Enables automated follow-up or escalation when unsatisfactory trends are identified.
4.5. Supports scale by automating processes across multiple platforms, channels, and customer segments.
4.6. Improves retention and CX with real-time, automatable insights automation.