Tracking customer lifetime value metrics

Purpose

1.1. Automatedly collect, process, and unify sales, service, and interaction data to enable continuous monitoring and improvement of customer lifetime value (CLV) for Infiniti dealers.
1.2. Automate aggregation of customer purchase history, retention metrics, cross-sell/upsell activities, and service visits to calculate individualized CLV and cohort trends in the retail auto environment.
1.3. Enable automated reporting and predictive analytics to identify high-value client segments and inform marketing, loyalty, and retention campaigns for Infiniti vehicle dealerships.

Trigger Conditions

2.1. New or returning customer purchase/lease transaction recorded in DMS or CRM.
2.2. Customer books or completes a service event—manual/online scheduling.
2.3. Customer profile/campaign engagement detected via marketing automation tools.
2.4. Data sync scheduled—hourly, daily, or upon event creation in primary system.
2.5. Automated report generation interval reached—weekly/monthly/quarterly.

Platform Variants

3.1. Salesforce
• Feature/Setting: CRM API (Create/Update event triggers, Opportunity objects, Reports API connection)
3.2. HubSpot
• Feature/Setting: Workflows (Deal pipelines, Contact property triggers, Custom reporting API)
3.3. Microsoft Dynamics 365
• Feature/Setting: Business Process Flows, Automated Power Automate Flows, Dynamics API
3.4. Zoho CRM
• Feature/Setting: Automation Rules, Webhooks, CLV Custom Field functions
3.5. Oracle NetSuite
• Feature/Setting: SuiteTalk Web Services, Saved Search automation
3.6. SAP Customer Experience (C/4HANA)
• Feature/Setting: OData API, Automated Service events capture, Analytics modules
3.7. DealerSocket
• Feature/Setting: REST API integrations, Automated data exports, Workflow triggers
3.8. CDK Global
• Feature/Setting: DMS API, Data push/pull automation
3.9. Elead CRM
• Feature/Setting: Automated Email triggers, Event-based CLV fields
3.10. AutoRaptor
• Feature/Setting: Webhook triggers, Automated CLV reports
3.11. Google BigQuery
• Feature/Setting: Data connector ingest, Scheduled queries, Automated dashboards
3.12. Snowflake
• Feature/Setting: Automated data pipeline for CLV metrics, Stream processing
3.13. Tableau
• Feature/Setting: Web Data Connector, Automated report refresh
3.14. Power BI
• Feature/Setting: Scheduled refresh, Azure Data Flow integration
3.15. Looker
• Feature/Setting: API scheduling, Automated exploration of CLV models
3.16. Segment
• Feature/Setting: Track and identify calls, Automated customer journey aggregation
3.17. Mailchimp
• Feature/Setting: Automated audience tag updates, CLV-driven segmentation
3.18. Marketo
• Feature/Setting: Automated customer scoring, Custom metric field sync
3.19. Intercom
• Feature/Setting: Automated behavioral event tracking, Data export API
3.20. Shopify (for parts/apparel sales)
• Feature/Setting: Automated Order API, Tag customer by CLV bracket
3.21. QuickBooks Online
• Feature/Setting: Automated invoice tracker, Customer value dashboards
3.22. Quickbase
• Feature/Setting: Automated workflow trigger, CLV custom metrics
3.23. Xero
• Feature/Setting: Automated customer transaction records, Reporting API

Benefits

4.1. Automates the collection and reporting of CLV, saving dealer management labor hours.
4.2. Automated CLV insights enable precision targeting in marketing, sales, and service campaigns.
4.3. Automator functions improve CLV accuracy by reducing human error in calculations and reports.
4.4. Automating data flows ensures up-to-date, real-time analytics for smarter, automated retail decisions.
4.5. Automatedly highlights top-value customers, triggering automatable loyalty and retention workflows.