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Automated customer follow-up after support resolution

Purpose

1.1. Automate post-resolution follow-ups to gather customer feedback, confirm issue resolution, and boost satisfaction in hardware support cases.
1.2. Automatedly trigger personalized messaging based on support ticket closure, automating the customer experience loop and reducing manual follow-up tasks.
1.3. Enable automatable escalation for unresolved or negative feedback, automating prompt remediation and tracking for continuous improvement.

Trigger Conditions

2.1. Automate when a support ticket is marked "resolved" or "closed" in the case management system.
2.2. Automate based on custom rule triggers, such as time-lapsed since resolution, ticket type, or service priority for targeted follow-up automation.
2.3. Automate follow-up for warranty claims automatically after status update or part-shipment confirmation.

Platform Variants

3.1. Salesforce Service Cloud
• Feature/Setting: Automate with Process Builder or Flow to send outbound messages or email alerts post-case closure.
3.2. Zendesk
• Feature/Setting: Automate via Triggers > Notify target/Email user when ticket status = solved.
3.3. Freshdesk
• Feature/Setting: Automate Dispatch’r/Observer rules to trigger feedback requests or automated CSAT survey.
3.4. Microsoft Dynamics 365
• Feature/Setting: Use Power Automate flows to send follow-up emails or Teams notifications on case closure.
3.5. ServiceNow
• Feature/Setting: Automate notifications and survey workflows after incident state transitions to resolved.
3.6. Twilio SMS
• Feature/Setting: Automate SMS follow-ups by configuring Messaging API to send templated feedback requests on closure.
3.7. SendGrid
• Feature/Setting: Automate transactional or marketing emails using Email API on ticket resolved event webhook.
3.8. HubSpot Service
• Feature/Setting: Automate sequences or workflows to email/call customers after ticket closure.
3.9. Intercom
• Feature/Setting: Automate chat/email triggers on closed conversation using Custom Bots and Series.
3.10. Mailgun
• Feature/Setting: Automate email sends using Webhooks and Messages API when ticket status changes.
3.11. Google Workspace (Gmail & Calendar)
• Feature/Setting: Automate with Apps Script to trigger templates or schedule follow-up events post-resolution.
3.12. Slack
• Feature/Setting: Automate notifying account teams via Incoming Webhooks when a customer follow-up is initiated.
3.13. Zoho Desk
• Feature/Setting: Automate workflows to send feedback forms or escalate poor responses.
3.14. SAP Service Cloud
• Feature/Setting: Automate via Workflow Rules to trigger automated communications on service interactions closed.
3.15. Monday.com
• Feature/Setting: Automate status-driven automations to email or notify internal/external users after issue resolution.
3.16. Jira Service Management
• Feature/Setting: Automate Automation Rules to send surveys, emails, or alerts after ticket resolved.
3.17. SurveyMonkey
• Feature/Setting: Automate feedback collection using API integrations triggered by support software on closure.
3.18. ActiveCampaign
• Feature/Setting: Automate email/sms follow-ups via automations workflow on event webhook received.
3.19. Kustomer
• Feature/Setting: Automate automations to trigger CSAT or next steps after case status changes.
3.20. Oracle Service Cloud
• Feature/Setting: Automate post-incident follow-up using Workflow Automation and Business Rules to launch communications.

Benefits

4.1. Automatedly increases customer satisfaction and loyalty by ensuring timely, consistent follow-up.
4.2. Automates customer engagement, collecting actionable insights via automated feedback.
4.3. Reduces human error by automating repetitive, time-sensitive outreach.
4.4. Accelerates resolution of lingering or negative experiences, automating escalation for remedial action.
4.5. Achieves scalable, automatable support operations, allowing support teams to focus on complex cases.
4.6. Automates compliance with warranty and service quality policies for improved auditability.
4.7. Enables campaignable follow-up messaging for up-sell, cross-sell, or knowledgebase sharing upon closure.

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