Marketing and Relationship ManagementPurpose
1.2. Deliver context-relevant offers via multi-channel strategies (SMS, email, in-app) tailored by purchase history, business type, region, and lifecycle stage.
1.3. Streamline marketing tasks, minimize manual segmentation, and ensure campaign timing aligns with client behaviors and opportunities for upsell or re-order.
Trigger Conditions
2.2. Segment match detected (e.g., architects, contractors, resellers, by volume or frequency).
2.3. Anniversary of last large order or inactivity for preset threshold (e.g., 60 days).
2.4. Manual trigger by marketing team for campaign launch.
2.5. Market or inventory alerts, such as new product arrivals or surplus stock.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder & Journey Builder — configure segment-based journeys, set entry criteria as customer type/region, trigger promotional email flow.
3.2. HubSpot
• Feature/Setting: Lists & Workflows — dynamic lists for key segments; workflow triggers when entered, dispatch email/SMS via integrated provider.
3.3. Twilio
• Feature/Setting: Messaging API — setup segment-based SMS templates, specify send trigger by webhook or CRM event.
3.4. SendGrid
• Feature/Setting: Marketing Campaigns API — configure to auto-send segmented promotional emails; use recipient lists from CRM segment exports.
3.5. Mailchimp
• Feature/Setting: Audience Segmentation & Campaign Triggers — segment import, automation rules for scheduled and event-driven sends.
3.6. ActiveCampaign
• Feature/Setting: Automations — segment customers by custom field; trigger multi-channel campaigns using Deals and CRM tags.
3.7. Marketo
• Feature/Setting: Smart Lists and Engagement Programs — set segments by organization type; automated email and nurture programs.
3.8. Shopify
• Feature/Setting: Customer Tags & Automated Marketing — segment via tags (wholesaler, contractor), trigger discount codes and emails.
3.9. Klaviyo
• Feature/Setting: Segments & Flows — dynamic segments based on order frequency/industry; flows for scheduled or triggered promotions.
3.10. Zoho CRM
• Feature/Setting: Workflow Automation — segment leads/contacts, configure send promotional email or task for sales to call.
3.11. Pipedrive
• Feature/Setting: Workflow Automation — filter by organization field, auto-create activities or webhook to external marketing tool.
3.12. Intercom
• Feature/Setting: Segment Users & Custom Bots — trigger in-app or email offers to pre-set segments.
3.13. Microsoft Dynamics 365
• Feature/Setting: Marketing Customer Journey — dynamic segments, trigger multichannel campaign per account attributes.
3.14. Constant Contact
• Feature/Setting: List Segmentation & Email Automation — set rules for list inclusion; schedule autoresponder campaigns.
3.15. WhatsApp Business API
• Feature/Setting: Template Messaging — configure message templates, send via cloud API based on CRM webhook.
3.16. Facebook Ads Manager
• Feature/Setting: Custom Audiences — sync CRM segment data; trigger ad campaigns specific to business group/type.
3.17. Google Ads
• Feature/Setting: Customer Match — upload segment lists for tailored search/display remarketing.
3.18. Drip
• Feature/Setting: Workflow Automations — subscriber tag-based triggers for promotional emails.
3.19. Brevo (formerly Sendinblue)
• Feature/Setting: Automated Workflows — segment contacts; launch email/SMS sequences for promotion.
3.20. Slack
• Feature/Setting: Incoming Webhooks — alert sales/marketing team to manually initiate outreach to hot segment leads.
Benefits
4.2. Increased sales velocity from targeted, time-sensitive offers.
4.3. Improved customer retention via relevant and personalized communication.
4.4. Enhanced visibility and measurement of promotion success by platform analytics.
4.5. Significant reduction in manual marketing labor and errors.