Sales & Customer Relationship AutomationPurpose
1.2. Enable automated communication to reduce churn, ensuring contract or order continuity.
1.3. Automate the acknowledgement and response to renewal confirmations and queries.
1.4. Centralize customer data for bulk renewal messaging automatedly and follow-up automation.
1.5. Integrate automations to update CRM and ERP with real-time renewal statuses.
Trigger Conditions
2.2. Customer inactivity or absence of renewal actions.
2.3. Scheduled batch process to scan for all due accounts.
2.4. Customer request for reminder automation via portal or service channel.
2.5. API webhook from ERP/CRM when renewal criteria are met.
Platform Variants
• Feature/Setting: "Programmable Messaging" for automated SMS renewal reminders; configure REST API with customer mobile and reminder content.
3.2. SendGrid
• Feature/Setting: "Transactional Email API" to automate batch email reminders with dynamic templates.
3.3. Slack
• Feature/Setting: "Incoming Webhooks" to automate team notification channels when renewals are due.
3.4. Zendesk
• Feature/Setting: "Triggers & Automations" for auto-generating renewal support tickets if no customer action is detected.
3.5. Salesforce
• Feature/Setting: "Process Builder" or "Flow" to automate outbound customer reminder emails and update case records.
3.6. HubSpot
• Feature/Setting: "Workflows" for email/SMS sequencing and renewal pipeline task automation.
3.7. Pipedrive
• Feature/Setting: "Workflow Automation" triggers for reminders and renewal stage advancement in sales pipelines.
3.8. Mailchimp
• Feature/Setting: "Customer Journey Builder" to automate segmented renewal campaigns and follow-up.
3.9. Microsoft Power Automate
• Feature/Setting: "Scheduled Flows" to automate reminders and update SharePoint/Teams.
3.10. Google Calendar
• Feature/Setting: "Event Reminders" automatedly shared with sales or managers before contract renewals.
3.11. Gmail API
• Feature/Setting: "Automated Send" utilizing renewal templates for specific contacts.
3.12. AWS SES
• Feature/Setting: "Email Automation Rules" for cost-effective mass renewal notifications.
3.13. Zoho CRM
• Feature/Setting: "Workflow Rules and Functions" to automate outbound reminders/alerts.
3.14. Freshdesk
• Feature/Setting: "Automated Ticket Creation" from expired renewal reports or customer data.
3.15. Intercom
• Feature/Setting: "Auto Messages" for automated in-app renewal messaging and sequence tracking.
3.16. Monday.com
• Feature/Setting: "Automations" for record status changes and renewal notification sequences.
3.17. ActiveCampaign
• Feature/Setting: "Automated Campaigns" with renewal trigger rules based on contact properties.
3.18. Airtable
• Feature/Setting: "Automations" to send personalized reminder emails and update renewal fields.
3.19. Kustomer
• Feature/Setting: "Business Rules Engine" for multi-channel reminder triggers and workflow automation.
3.20. SAP ERP
• Feature/Setting: "Workflow Management" automatedly triggers renewal communications based on sales data.
3.21. Asana
• Feature/Setting: "Rules" for automated renewal follow-up task assignment to account managers.
3.22. ClickSend
• Feature/Setting: "SMS API" for bulk, automated renewal reminders direct to customer devices.
3.23. DocuSign
• Feature/Setting: "Envelope Automation" to automate digital renewal agreement requests.
3.24. Notion
• Feature/Setting: "Automated Reminders" attached to renewal project boards for manual check-ins if automation fails.
3.25. Calendly
• Feature/Setting: "Automated Reminders" to schedule renewal discussion calls, triggered from CRM.
Benefits
4.2. Automates personalized outreach, elevating the customer experience.
4.3. Minimizes lost revenue by automating at-risk renewals and systematized follow-up.
4.4. Delivers actionable insights by tracking automated communications and renewal actions.
4.5. Reduces administrative workload, with end-to-end renewal workflow automation.