Automated collection of client testimonials and feedback

Purpose

 1.1. Collect client testimonials and feedback systematically post-sale to enhance reputation, marketing, and client trust.
 1.2. Automate outreach, reminders, response collection, and routing to the marketing team for streamlined workflows.
 1.3. Centralize collected data for future campaigns, sales collateral, and internal improvements.

Trigger Conditions

 2.1. Completion of aircraft sale or brokerage transaction marked as “closed won” in the CRM.
 2.2. Elapsed time since delivery date (e.g., 7 days after aircraft handover).
 2.3. Status update or manual action by sales team triggering feedback request.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Workflow Rule → Trigger automated email on “closed won.”
  • API: /services/data/vXX.X/sobjects/WorkflowRule

 3.2. HubSpot
  • Feature/Setting: Workflows → Post-sale “Send Survey” automation.
  • API: /automation/v3/workflows

 3.3. Microsoft Dynamics 365
  • Feature/Setting: Power Automate → Flow to send survey after Opportunity close date.
  • API: /api/data/v9.0/workflows

 3.4. Zendesk
  • Feature/Setting: Triggers → Email Feedback Form upon ticket status “resolved.”
  • API: /api/v2/triggers

 3.5. SurveyMonkey
  • Feature/Setting: Automated Collector → Launch survey on CRM event.
  • API: /v3/surveys/{survey_id}/collectors

 3.6. Formstack
  • Feature/Setting: Form Submission Post-sale → Workflow emails.
  • API: /forms/{form_id}/webhooks

 3.7. Google Forms
  • Feature/Setting: Apps Script → Trigger feedback form link delivery.
  • API: Apps Script MailApp.sendEmail

 3.8. Typeform
  • Feature/Setting: Automated email invites after event.
  • API: /forms/{form_id}/responses

 3.9. Jotform
  • Feature/Setting: Prefilled Form URLs → Sent via CRM workflow.
  • API: /form/{form_id}/submission

 3.10. SendGrid
  • Feature/Setting: Transactional Email API for feedback requests.
  • API: /v3/mail/send

 3.11. Mailchimp
  • Feature/Setting: Automated customer journey to send surveys post-purchase.
  • API: /automations/{workflow_id}/emails

 3.12. Twilio
  • Feature/Setting: SMS API for sending feedback requests.
  • API: /2010-04-01/Accounts/{AccountSid}/Messages.json

 3.13. Slack
  • Feature/Setting: Automated notification in marketing channel with new feedback.
  • API: /chat.postMessage

 3.14. Zapier
  • Feature/Setting: Multi-platform automations for bridging CRM and survey tools.
  • API: Webhooks by Zapier

 3.15. Intercom
  • Feature/Setting: Messenger follow-up with satisfaction surveys.
  • API: /conversations/

 3.16. Freshdesk
  • Feature/Setting: Customer Satisfaction Automation after ticket closure.
  • API: /api/v2/surveys

 3.17. Google Sheets
  • Feature/Setting: Script to log responses and trigger automations.
  • API: Sheets API append method

 3.18. Airtable
  • Feature/Setting: Automations for collecting and storing responses.
  • API: /v0/{baseId}/{tableName}

 3.19. Monday.com
  • Feature/Setting: Automation recipe: "When status changes, send form."
  • API: /v2/ (GraphQL mutations)

 3.20. Notion
  • Feature/Setting: Database webhook triggers on new entry (feedback log).
  • API: /v1/pages

Benefits

 4.1. Increased testimonial response rates via multi-channel, time-optimized outreach.
 4.2. Consistent, hands-off collection reduces manual follow-up burden.
 4.3. Centralized feedback enables trend analysis and agile marketing responses.
 4.4. Structured data pipelines streamline testimonial integration into sales and web collateral.
 4.5. Improves client satisfaction monitoring while accelerating word-of-mouth promotion.