Sales & Customer ManagementPurpose
1.2. Ensure no opportunity is lost due to human delay, standardize communication, bolster brand trust, and boost quote-to-sale conversion rates through persistent yet non-intrusive engagement.
Trigger Conditions
2.2. Customer response absent after X hours/days following initial contact.
2.3. Quote status remains open or unchanged after defined period.
2.4. Customer replies trigger sequence conclusion or escalation step.
Platform Variants
3.1. Salesforce
• Feature/Setting: Process Builder or Flow to trigger email alerts on quote object status changes; configure Email Alert action.
3.2. HubSpot
• Feature/Setting: Automation > Workflows; use “Contact submits form” or “Deal stage changed” triggers, followed by Sequences module.
3.3. Pipedrive
• Feature/Setting: Workflow Automation; set trigger as “Deal created” or “Deal updated” then “Send email template.”
3.4. Zoho CRM
• Feature/Setting: Workflow Rules on deal/lead modules; configure email notification or Deluge custom function.
3.5. Freshsales
• Feature/Setting: Automation > Workflows; event-driven email sequence linked to lead or deal stages.
3.6. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow; trigger “When a record is created or updated,” followed by “Send email (V2).”
3.7. Gmail API
• Feature/Setting: Users.messages.send endpoint; send programmatically generated emails post-quote receipt.
3.8. Outlook Graph API
• Feature/Setting: /me/sendMail endpoint; automate sending follow-up emails from specified Outlook account.
3.9. SendGrid
• Feature/Setting: Transactional API > Send Email API; schedule sequenced, template-driven emails on customer activity.
3.10. Mailgun
• Feature/Setting: Messages API; use scheduling with “delivery time” parameter and templates for follow-up.
3.11. Mailchimp
• Feature/Setting: Customer Journeys; event-based triggers with automated branching follow-up steps.
3.12. ActiveCampaign
• Feature/Setting: Automations builder; define “Submits form”/“Added to list” as triggers, link to email sequence.
3.13. Klaviyo
• Feature/Setting: Flows; event-based flows triggered by CRM integrations or form events.
3.14. Constant Contact
• Feature/Setting: Automation Paths; trigger sequence from form completions or manually adding contact to list.
3.15. Twilio SendGrid
• Feature/Setting: Marketing Campaigns Automation; connect event webhook to schedule email sequences.
3.16. Intercom
• Feature/Setting: Series tool; sequence of emails based on CRM event/inbound messages.
3.17. Drip
• Feature/Setting: Workflows; trigger from site tag or form event, chain follow-up email actions.
3.18. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; configure event triggers and email sequence timers.
3.19. SAP Sales Cloud
• Feature/Setting: Workflow > Actions; trigger follow-up emails based on quote status or inactivity rules.
3.20. Oracle NetSuite CRM
• Feature/Setting: Workflow Manager; “Record Created/Updated” triggers with “Send Email” actions.
3.21. SugarCRM
• Feature/Setting: Workflow Management; event+criteria-based email notifications.
3.22. Zendesk Sell
• Feature/Setting: Smart Lists + Automated Actions; trigger email sends based on deal field updates.
3.23. Monday.com
• Feature/Setting: Automations; “When item created/status changes, send email via Outlook/Gmail integration.”
3.24. Slack (for notifications/escalation)
• Feature/Setting: Incoming Webhooks/App Workflow; post internal reminders for quotes needing manual intervention.
Benefits
4.2. Standardizes messaging for all prospects, maintaining brand and compliance.
4.3. Speeds sales cycle by eliminating silent periods in the customer journey.
4.4. Boosts conversion rate from inquiry to sale with persistent, relevant engagement.
4.5. Ensures each lead receives timely nurturing regardless of sales team workload.