Reminder notifications for follow-ups and test drives

Purpose

1.1. Ensure prospects receive timely follow-up reminders for scheduled test drives and lead engagements.
1.2. Improve sales conversion through consistent, automated outreach via email, SMS, calendar invites, and messaging.
1.3. Reduce manual errors or forgetfulness by automating notifications to both sales teams and prospects.
1.4. Centralize follow-up activity regardless of channel, providing an auditable trail for sales performance.
1.5. Enhance customer experience with personalized, multi-channel reminders confirming test drive dates, locations, and key contact details.

Trigger Conditions

2.1. New lead is logged with a follow-up or test drive scheduled.
2.2. Date/time for test drive or follow-up action is created, rescheduled, or approaching threshold.
2.3. No activity or contact logged within X hours/days of last engagement.
2.4. Change of lead status to "Pending Test Drive" or "Follow-up Required."
2.5. Sales representative marks a lead as requiring a next action in CRM.

Platform variants

3.1. Twilio SMS
• Feature/Setting: Use "Messages API" to schedule/send SMS reminders; Configure webhook for time-based triggers.
3.2. SendGrid
• Feature/Setting: Use "Transactional Email API" for email notifications; setup dynamic templates for test drive reminders.
3.3. Google Calendar
• Feature/Setting: Use "Events.insert" API to auto-add calendar reminders to customer and sales rep calendars.
3.4. Outlook 365
• Feature/Setting: Use "Create event (V2)" action via Microsoft Graph API to send invites for scheduled test drives.
3.5. Salesforce
• Feature/Setting: Trigger "Process Builder" automation for Activity Reminders and Email Alerts on lead stage change.
3.6. HubSpot
• Feature/Setting: Use "Workflow Automation" with Reminder Email/SMS steps based on lifecycle event triggers.
3.7. Mailgun
• Feature/Setting: Send email notifications via the "messages" endpoint with delivery scheduling for reminder messages.
3.8. Slack
• Feature/Setting: Use "chat.scheduleMessage" API to send timed direct messages or alerts to sales teams for follow-ups.
3.9. WhatsApp Business API
• Feature/Setting: Use "messages" endpoint for template-based notifications to customer mobile numbers.
3.10. Microsoft Teams
• Feature/Setting: Use "Create chatMessage" API to alert team members with scheduled notification for pending test drives.
3.11. Zoho CRM
• Feature/Setting: Use "Workflow Rules" and "Functions" to send reminders via email/SMS integrations on activity dates.
3.12. Pipedrive
• Feature/Setting: Enable "Activity Scheduler" and automate notifications through integrated Mail or SMS API.
3.13. ActiveCampaign
• Feature/Setting: Use "Automations" for triggered email/SMS workflows following lead or appointment creation.
3.14. Intercom
• Feature/Setting: Use "Outbound Messages" scheduled by event triggers for follow-up reminders.
3.15. ClickSend
• Feature/Setting: Use "SMS API" to create and send outbound reminder messages; configure for batch or single sends.
3.16. Calendly
• Feature/Setting: Use "Event Type" notifications and webhooks to trigger reminders for booked test drive slots.
3.17. Gmail
• Feature/Setting: Use "Gmail API" to programmatically send personalized reminder emails to prospects.
3.18. Zoho Mail
• Feature/Setting: Schedule reminder emails via Zoho Mail's "Send Mail" API within CRM workflows.
3.19. Telegram
• Feature/Setting: Use "sendMessage" API to alert sales reps and/or customers in dedicated channels.
3.20. Facebook Messenger
• Feature/Setting: Use "Send API" for automated reminder updates to customers who have opted into chat.
3.21. Monday.com
• Feature/Setting: "Automations" with date-based triggers send push/email/SMS reminders for due activities.
3.22. Infobip
• Feature/Setting: Use "SMS API" for outbound reminders; configure templates and sender IDs for Alfa Romeo branding.
3.23. Webex
• Feature/Setting: Use "Messages API" to send direct room or user notifications for follow-up or test drive status.

Benefits

4.1. Increases lead engagement and test drive attendance by ensuring every prospect is reminded.
4.2. Frees sales team from admin workload, allowing focus on high-value activities.
4.3. Enables rapid multi-channel communication, boosting reach and response speed.
4.4. Reinforces professionalism and consistency in the lead nurturing process.
4.5. Improves tracking, oversight, and accountability for follow-up actions.
4.6. Reduces human error and missed opportunities through time-precise notifications.
4.7. Customizable message content ensures alignment with Alfa Romeo dealer branding.