Automated customer feedback collection and analysis

Purpose

1.1. Gather ongoing customer feedback on product quality, installation, and support for aluminum windows.
1.2. Centralize feedback from all touchpoints to analyze satisfaction, identify trends, and resolve customer issues proactively.
1.3. Automate prompt review requests post-purchase/installation via multiple channels.
1.4. Analyze sentiment and generate actionable insights for continuous improvement in corporate customer relationships and support.
1.5. Prioritize and route negative feedback for escalation and prompt resolution.
1.6. Enhance transparency with internal reporting and external testimonial management.

Trigger Conditions

2.1. New installation completion marked in CRM.
2.2. Product delivery confirmation status.
2.3. Service ticket closed or warranty period start.
2.4. Time delay triggers—e.g., 7/30 days post-purchase.
2.5. Customer interaction recorded in support or sales channels.

Platform Variants

3.1. Zendesk
• Feature/Setting: Automate 'Satisfaction Survey' trigger after ticket closure; configure webhook to send feedback form.

3.2. Salesforce
• Feature/Setting: Use Process Builder to auto-send feedback emails on opportunity close; connect Feedback object via API.

3.3. HubSpot
• Feature/Setting: Workflow automation for follow-up survey emails using Service Automation API.

3.4. SurveyMonkey
• Feature/Setting: Schedule survey distribution via API after custom event (order fulfilment); capture responses via Webhooks.

3.5. Typeform
• Feature/Setting: Use 'Webhook Responses' on new survey submit; set up auto-sending via integration partners.

3.6. Google Forms
• Feature/Setting: Auto-create new forms for each client; use App Script to trigger email invitations.

3.7. Mailchimp
• Feature/Setting: Automated customer journey sends survey campaign using triggered email automation API.

3.8. Twilio SMS
• Feature/Setting: SMS survey invites sent through programmable messaging API post-install; auto-log replies.

3.9. Slack
• Feature/Setting: Notify support channels of negative survey scores via Incoming Webhooks; integrate analytics bot.

3.10. Microsoft Teams
• Feature/Setting: Use Teams Bot to post feedback summary; connect to Power Automate for alerts.

3.11. Freshdesk
• Feature/Setting: Automated feedback ticket creation; auto-send NPS survey on ticket resolution event.

3.12. Zoho CRM
• Feature/Setting: Workflow to trigger survey dispatch after deal movement or closure status.

3.13. Intercom
• Feature/Setting: Set up post-chat survey bot; API to aggregate responses to dashboard.

3.14. SendGrid
• Feature/Setting: Use Transactional API to distribute custom feedback email templates.

3.15. Google Sheets
• Feature/Setting: Log all incoming feedback automatically using Sheets API for dashboarding.

3.16. Microsoft Power Automate
• Feature/Setting: Automate entire feedback workflow, from triggering survey to posting results in SharePoint.

3.17. Qualtrics
• Feature/Setting: Set CX survey triggers after ERP events; API to ingest and analyze feedback data.

3.18. Zapier
• Feature/Setting: Multi-step workflow: event in CRM triggers survey via email/SMS, logs in analytics sheet.

3.19. Monday.com
• Feature/Setting: Create automation from status change (e.g., project complete) to feedback request item.

3.20. Airtable
• Feature/Setting: Auto-generate feedback records on form submission; use Automation for score aggregation.

Benefits

4.1. Increases customer insight frequency, scope, and reliability.
4.2. Enables real-time issue detection, escalation, and resolution.
4.3. Streamlines analytics for rapid reporting, executive review, and trend spotting.
4.4. Enhances testimonial collection for marketing.
4.5. Drives improvements in aluminum window product and support process quality.
4.6. Ensures compliance and consistency for corporate feedback management at scale.