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Price list and promotions distribution to customer segments

Purpose

1. Automate segmented distribution of up-to-date price lists, discounts, and promotions to diverse customer groups, ensuring tailored data reaches relevant buyers (retailers, bars, distributors) in real-time.

2. Synchronize new price sheets and personalized special offers whenever inventory, pricing, or terms are updated, avoiding manual errors and delays.

3. Reflect compliance considerations (territory, age), account contracts, and seasonal campaigns in tailored customer segment communications.


Trigger Conditions

1. Price list or promotion update in ERP or inventory system.

2. Addition or change in customer segment data or assignments.

3. Scheduled cycles (monthly, weekly, campaign-driven).

4. Manual trigger by sales manager for special campaigns or notification rounds.


Platform Variants


1. Mailchimp

  • Feature/Setting: Audience segmentation & campaign setup; configure "Create Campaign" API for segmented bulk email distribution.

2. Salesforce

  • Feature/Setting: Process Builder/Flow & "Email Alerts"; use "Send Email" action with dynamic templates for segmented announcements.

3. HubSpot

  • Feature/Setting: Workflows & Marketing Email API; set enrollment triggers for contact lists by segment.

4. Zoho CRM

  • Feature/Setting: Workflow Rules & Email Templates; configure "Send Email" when price list custom module is updated.

5. SendGrid

  • Feature/Setting: Dynamic templates & v3 "Mail Send" API; personalized price lists with segment substitution tags.

6. Microsoft Dynamics 365

  • Feature/Setting: Power Automate Flow; trigger email or Teams notification when price items update.

7. Twilio SMS

  • Feature/Setting: Messaging API; configure bulk segmented SMS alerts on pricing/promotional updates.

8. WhatsApp Business API

  • Feature/Setting: Pre-approved message templates; integrate with CRM for direct segment messaging.

9. Slack

  • Feature/Setting: Incoming Webhooks; send instant price/promotions updates to sales/customer channel per segment.

10. Google Sheets

  • Feature/Setting: Apps Script triggers; auto-share filtered segment tabs via email.

11. Shopify

  • Feature/Setting: Admin API "PriceRule" and "DiscountCode"; apply new discounts based on segment tags.

12. ActiveCampaign

  • Feature/Setting: Automations; trigger emails or SMS campaigns based on segment list updates.

13. SAP

  • Feature/Setting: Output Management & IDoc triggers; auto-email/export pricing updates per assigned customer group.

14. Klaviyo

  • Feature/Setting: Segment-triggered Flows; dynamic content in emails based on customer properties.

15. Constant Contact

  • Feature/Setting: List Segmentation; schedule "Email Campaign" sends when list is modified.

16. Airtable

  • Feature/Setting: Automations; generate attachments from segment views and email to contacts.

17. Pipedrive

  • Feature/Setting: Workflow Automation; auto-email or integrate with email API on price list module update.

18. Intercom

  • Feature/Setting: Auto Messages; trigger outbound message to targeted user groups on new price set.

19. Zoho Campaigns

  • Feature/Setting: List segmentation & Scheduled Campaigns; distribute updates when pricing data changes.

20. Gmail (Google Workspace)

  • Feature/Setting: Apps Script with MailApp.sendEmail; automated BCC to customer segments based on inventory update event.

21. Outlook (Microsoft 365)

  • Feature/Setting: Power Automate integration; send mail merge campaigns for each customer segment.

22. SMSGlobal

  • Feature/Setting: Bulk SMS API; push promotions and new price lists as SMS to mobile customer lists.

Benefits

1. Guarantees relevant information reaches every segment, increasing sales and customer response.

2. Reduces human error and saves staff time in list management and manual sending.

3. Ensures compliance and contractual accuracy tailored to each account type and territory.

4. Accelerates market reaction to new price points and limited-time promotions.

5. Centralizes tracking and reporting for all communications sent, aiding transparency and audit compliance.

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