Event-triggered upsell and cross-sell automations

Purpose

1. Automate the process of upselling and cross-selling additional services (e.g., executive vehicles, chartered buses, refreshments, Wi-Fi) to corporate minibus taxi clients based on their ride booking events, behavior, or engagement patterns.

2. Streamline automated communications that propose relevant upgrades or add-ons post-booking or pre-ride via multiple channels (SMS, email, push notifications, chatbots).

3. Enable marketing and account teams to target B2B customers with automated, behavior-triggered cross-sell offers, track campaign performance, and adjust offers dynamically.

Trigger Conditions

1. Automatedly initiate when a booking is made for corporate transport.

2. Automate upsell based on booking parameters (e.g., booking volume, destination, time, previous add-on purchases).

3. Trigger automation if a customer interacts with previous marketing but hasn’t added premium services.

4. Use journey stage (pre-ride, on-ride, post-ride) as trigger for automating suggestive offers.

5. Automate triggers from CRM data change (e.g., company grows in employee count, requests new routes).

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder/Flow automation, trigger on custom object “Booking” updates; automate sending offers via native email/SMS integration.
  

2. HubSpot

• Feature/Setting: Automated workflows; use deal stage or custom property as trigger to send targeted marketing emails for cross-sell/up-sell.
  

3. Twilio SMS

• Feature/Setting: Programmable Messaging API; automate SMS upsell/cross-sell using dynamic templates linked to triggers.
  

4. SendGrid

• Feature/Setting: Marketing Campaigns API; automate personalized cross-sell offers after booking confirmation emails.
  

5. Mailchimp

• Feature/Setting: Customer Journey Builder; trigger upsell automation sequence upon minibus service booking.
  

6. Microsoft Power Automate

• Feature/Setting: Flow automation; when a calendar event (corporate trip) is created, automate an email to offer upgrades.
  

7. Zapier

• Feature/Setting: Automated Zap; link booking confirmation in scheduling app to automated trigger “Send Upsell Email/SMS”.
  

8. ActiveCampaign

• Feature/Setting: Automation Builder; trigger email, SMS, or in-app message for automating cross-sell/upsell after booking.
  

9. Intercom

• Feature/Setting: Automated Messages; trigger chat-based upsell offers when a booking form is submitted.
  

10. Slack

• Feature/Setting: Workflow Builder; automate internal notification to sales if client eligible for upsell/cross-sell.
  

11. Zendesk

• Feature/Setting: Triggers & Automations; send automated follow-up offering premium add-ons after support ticket closes on a completed booking.
  

12. WhatsApp Business API

• Feature/Setting: Automated message templates triggered on booking; automate personalized cross-sell messages.
  

13. Marketo

• Feature/Setting: Smart Campaigns; automate upsell/cross-sell campaign launches based on booking events.
  

14. Google Ads

• Feature/Setting: Ad automation with Customer Match; serve retargeting ads for add-ons after booking event.
  

15. Shopify

• Feature/Setting: Automated More Products app/script; trigger product recommendation pop-up post-ride purchase.
  

16. Facebook Messenger API

• Feature/Setting: Automated conversations; send cross-sell/upsell via Messenger after booking confirmation.
  

17. Pabbly Connect

• Feature/Setting: Automated workflows; trigger on booking form response for automating alert to clients.
  

18. Freshsales

• Feature/Setting: Workflow automations; send automated sales sequence email after booking milestone met.
  

19. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder; automate booking-based triggers for upsell email or SMS.
  

20. Google Sheets

• Feature/Setting: Google Apps Script automation; when new booking logged, automate sending personalized upsell email via Gmail API.
  

21. Calendly

• Feature/Setting: Automated Workflows; trigger follow-up upsell messages once a ride is scheduled.
  

22. Typeform

• Feature/Setting: Response-based logic; automate cross-sell offer email if customers book through feedback form.
  

Benefits

1. Automates increased revenue through tailored, event-driven marketing at the moment of optimum engagement.

2. Ensures automating repetitive, high-volume client communication for higher efficiency.

3. Reduces manual effort by automating segmentation and offer presentation based on real booking data.

4. Enables fast scaling of marketing campaigns across multiple channels and touchpoints, automatedly maximizing conversion.

5. Automates insightful reporting on campaign performance, tracking upsell/cross-sell rates, and customer responses.