Customer feedback collection after order fulfillment

Purpose

1. Automate customer feedback collection post-order fulfillment to gather insights, improve product quality, enhance customer service, and strengthen relationships.

2. Automatedly trigger feedback surveys at optimal customer engagement points to maximize response rates.

3. Automate aggregation of responses for real-time analytics, reporting, and automated escalation of negative feedback to management.

4. Automate integration with CRM for closed-loop feedback tracking and personalized follow-ups.

5. Automate modification of sales and manufacturing processes based on real-time customer data.

Trigger Conditions

1. Automated order marked as "Fulfilled" in ERP, CRM, or ecommerce platform.

2. Automated shipment delivery confirmation via courier API.

3. Automated time-based trigger post-fulfillment (e.g., 3 days after invoice closed).

4. Manual trigger via sales/admin dashboard.

Platform Variants

1. Salesforce

• Feature/Setting: Process Builder or Flow automation; trigger on Order.Status='Fulfilled', use Feedback Survey API.
  

2. SAP

• Feature/Setting: SAP CPI integration Flow; configure Event-Based Trigger for goods issue, call Qualtrics survey API.
  

3. HubSpot

• Feature/Setting: Workflow automation; trigger: deal stage "Closed Won", action: send HubSpot Feedback Survey.
  

4. Microsoft Dynamics 365

• Feature/Setting: Power Automate Flow; trigger: SalesOrder.Fulfillment, action: send Forms Pro survey link via email.
  

5. Oracle NetSuite

• Feature/Setting: SuiteFlow; trigger order shipment, action: call external feedback collection webhook.
  

6. Zoho CRM

• Feature/Setting: Workflow Rule; function: automated email with Zoho Survey integration when order completed.
  

7. Shopify

• Feature/Setting: Flow App; trigger: order delivered, action: automated feedback email via Klaviyo or built-in email.
  

8. WooCommerce

• Feature/Setting: Webhook on order complete; sends POST to feedback survey platform like Typeform API.
  

9. Magento

• Feature/Setting: OrderStatus automation in Magento Admin; trigger survey sending with SurveyMonkey API.
  

10. Twilio

• Feature/Setting: Automated SMS via Twilio API upon delivery status, with survey link included.
  

11. SendGrid

• Feature/Setting: Automated email pipeline using Single Send API after fulfillment trigger.
  

12. Mailchimp

• Feature/Setting: Automated Customer Journey; trigger: order completed, action: send feedback campaign.
  

13. Google Forms

• Feature/Setting: Scripted email via Gmail API with form link based on Google Sheets order update.
  

14. SurveyMonkey

• Feature/Setting: Automated survey trigger via API call upon CRM event or ERP webhook.
  

15. Typeform

• Feature/Setting: Typeform API webhook to send form invitation automatedly on status change.
  

16. Slack

• Feature/Setting: Automated notification to #customer-feedback channel with survey request using Slack API BOT.
  

17. Intercom

• Feature/Setting: Automated message sent via Intercom API after order closed event.
  

18. Zendesk

• Feature/Setting: Automated ticket follow-up with CSAT survey using Zendesk Triggers and Survey API.
  

19. Pipedrive

• Feature/Setting: Workflow automation; trigger on deal closure, action: automated survey email via Outfunnel.
  

20. Freshdesk

• Feature/Setting: Post-ticket automation; trigger survey using Freshdesk Automator/Survey API post-fulfillment.
  

21. Monday.com

• Feature/Setting: Automate status change to "Delivered," action: send feedback survey via Email/Integrations API.
  

22. Airtable

• Feature/Setting: Script automation on "Order Fulfilled" field, send feedback form via SendGrid API.
  

23. Qualtrics

• Feature/Setting: Automated distribution workflow with triggers from ERP/CRM via Qualtrics API.
  

24. ActiveCampaign

• Feature/Setting: Automated campaign trigger on CRM deal close, send survey link or email.
  

25. ClickSend

• Feature/Setting: Automatic SMS feedback request after delivery via ClickSend SMS API.
  

Benefits

1. Automatedly standardizes customer feedback collection process, decreasing manual work.

2. Automates immediate customer interaction post-fulfillment, boosting response rates.

3. Automated centralization of voice of customer for actionable business intelligence.

4. Enables automatable alerts for negative feedback, automating escalation and proactive resolution.

5. Automates visibility of trends, allowing management to automate process improvements quickly.

6. Ensures reliably-timed follow-ups for continuous customer experience enhancement via automation.