Automatic satisfaction surveys post-sale

Purpose

1.1. Automatedly collect customer feedback post-sale for estate liquidation services to improve client relations and operational excellence.
1.2. Automate the sending of satisfaction surveys immediately after transaction closure, ensuring real-time sentiment capture.
1.3. Automating performance metrics, testimonial gathering, and NPS (Net Promoter Score) logging to inform marketing and service quality strategies.
1.4. Utilize automation for integrating feedback into CRM records, automating actionable insight generation for staff coaching and marketing campaigns.
1.5. Support cross-channel automated outreach: email, SMS, WhatsApp, voice, web forms, and direct DMs.
1.6. Automate escalation of negative or unsatisfactory responses for proactive resolution.

Trigger Conditions

2.1. Completed estate liquidation transaction logged in CRM or accounting platform.
2.2. Change of customer status to 'sale closed' or 'funds received' in workflow management system.
2.3. Manual or automated marking of engagement completion by staff.
2.4. Real-time sync or webhook notification from POS or ERP solution signaling transaction finalization.
2.5. Triggered timer (e.g., 24–48 hours post-sale) to avoid immediate post-sale fatigue.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate outbound SMS surveys via Programmable Messaging API; set sender ID, use templates, and handle replies programmatically.
3.2. SendGrid
• Feature/Setting: Automate email surveys using SendGrid’s Mail Send API with dynamic templates and recipient substitution tags.
3.3. SurveyMonkey
• Feature/Setting: Use SurveyMonkey API or Webhooks for creating, distributing, and automating survey triggers and data collection.
3.4. Typeform
• Feature/Setting: Automate form dispatch via Typeform’s Responses API and Webhooks for real-time survey delivery and response capture.
3.5. Google Forms
• Feature/Setting: Send pre-filled survey links via Mail Merge API or Gmail API, automate collection with Google Sheets integration.
3.6. HubSpot
• Feature/Setting: Use Workflow Automation to send automated satisfaction surveys and track responses within the CRM.
3.7. Salesforce
• Feature/Setting: Automate survey invitations post-sale via Process Builder and Salesforce Survey object, trigger follow-ups automatically.
3.8. Mailchimp
• Feature/Setting: Automate survey email series from segmented lists using Campaign API and Automation Workflows.
3.9. WhatsApp Business API
• Feature/Setting: Automate survey sending using approved WhatsApp templates and webhook-driven outbound flows.
3.10. Facebook Messenger
• Feature/Setting: Automate Messenger bot to solicit feedback using Send API for interactive and scheduled survey flows.
3.11. Intercom
• Feature/Setting: Use in-app automation to trigger surveys via Intercom’s Messenger, integrating conditional triggers.
3.12. Zendesk
• Feature/Setting: Automating survey dispatch after ticket closure using Zendesk Triggers and Satisfaction Rating API.
3.13. Freshdesk
• Feature/Setting: Automate feedback requests post-ticket resolution using Scenario Automation and Feedback Widget.
3.14. ActiveCampaign
• Feature/Setting: Automate survey invitations via email and SMS through Automation Builder and native Forms integration.
3.15. Zoho CRM
• Feature/Setting: Use Workflow Rules to automate post-sale survey emails using Zoho Survey integration.
3.16. Microsoft Power Automate
• Feature/Setting: Automate survey delivery using Forms connector upon sale closure trigger from CRM or Dynamics.
3.17. Slack
• Feature/Setting: Automate survey reminders in relevant client or project channels using Incoming Webhooks and Workflow Builder.
3.18. Aircall
• Feature/Setting: Launch automated outbound IVR survey calls post-sale via Aircall API, record and transcribe responses.
3.19. Calendly
• Feature/Setting: Automate satisfaction surveys post-appointment, triggered by Calendly event completions and Email API.
3.20. Alchemer (formerly SurveyGizmo)
• Feature/Setting: Use automate API to distribute and collect surveys upon client status change events.
3.21. Pipedrive
• Feature/Setting: Automate survey workflow post-deal close using Pipedrive’s workflow automations and native survey tools.
3.22. SurveySparrow
• Feature/Setting: Automate multi-channel survey campaigns using Workflows and SurveySparrow API triggers.

Benefits

4.1. Automating surveys boosts post-sale engagement and customer retention.
4.2. Automated feedback workflows unlock actionable insights, enabling rapid service improvements.
4.3. Automation reduces manual workload for estate liquidator teams, ensuring consistency and speed.
4.4. Automates customer segmentation by satisfaction level for personalized remarketing and referrals.
4.5. Supports regulatory compliance by documenting satisfaction efforts through automated logs.
4.6. Automatable escalation of negative feedback for instant service recovery, improving public reputation.
4.7. Automation ensures real-time survey delivery for a timelier and more accurate reflection of client sentiment.