Purpose
1. Automate the collection, tracking, and analysis of customer feedback following the completion of demolition projects.
2. Automating feedback requests ensures real-time responses, improves project insights, and fosters continuous service improvement.
3. Automatedly connect feedback data with CRM, analytics, and reputation management workflows to streamline sales and repeat business.
4. Automates alerts for negative feedback to trigger remedial action and managerial review, optimizing corporate responsiveness.
Trigger Conditions
1. Automated trigger when project status is marked "Complete" in project management software.
2. Automate initiation based on customer record update denoting project handover or sign-off.
3. Triggered by an automated API event—webhook, CRM status change, or billing completion automation.
Platform Variants
1. Zendesk
– Feature/Setting: Automate Feedback Request via Ticket Automation Rules; configure ‘when project closed’ trigger to email post-project feedback form.
2. Salesforce
– Feature/Setting: Automate survey invitations using Process Builder/Flow; set outcome-based triggers to dispatch feedback surveys upon project closure.
3. HubSpot
– Feature/Setting: Automate Feedback Email through Workflow Automation; trigger form send after deal stage moves to "Closed - Won".
4. Twilio SMS
– Feature/Setting: Automate SMS feedback request using messaging API; trigger on completion and personalize customer message.
5. Mailchimp
– Feature/Setting: Automate feedback campaigns using Customer Journey; trigger audience segment based automations after a project tag is applied.
6. Google Forms
– Feature/Setting: Automate email with Google Apps Script & Forms API when sheets update indicates project completion.
7. Microsoft Power Automate
– Feature/Setting: Automated flow connecting MS Dynamics/SharePoint and Microsoft Forms, sending feedback invitations on list change.
8. SurveyMonkey
– Feature/Setting: Automate feedback survey send via API integration; set automated logic to send based on project management tool status.
9. Slack
– Feature/Setting: Automate notification to internal channels or DMs for feedback follow-up using Workflow Builder upon client project completion.
10. SendGrid
– Feature/Setting: Automate personalized feedback requests via Transactional Email API; triggers queued by event webhook.
11. Zapier
– Feature/Setting: Automating multi-platform feedback sequences; trigger ‘Zap’ on CRM project closed to send feedback through various channels.
12. Zoho CRM
– Feature/Setting: Automate feedback workflows using Blueprint and webhooks for post-completion email or SMS survey.
13. Freshdesk
– Feature/Setting: Automated customer satisfaction survey through Scenario Automation after ticket resolution.
14. Typeform
– Feature/Setting: Automate form email/sms distribution using API; trigger via change in connected sheets or database.
15. Calendly
– Feature/Setting: Automate follow-up invitation for feedback after booked meetings related to project completion via notification triggers.
16. Pipedrive
– Feature/Setting: Automate deal stage workflow automation to send feedback form/email once deal/project is marked completed.
17. ActiveCampaign
– Feature/Setting: Automate Post-project engagement campaigns using automation workflows with entry trigger set to project closed.
18. Airtable
– Feature/Setting: Automate feedback request via scripting/API integration; trigger upon record field value change (project completed).
19. Intercom
– Feature/Setting: Automate in-app or email-based surveys post-project interaction using custom triggers.
20. Smartsheet
– Feature/Setting: Automate notifications/surveys using automated workflows on row update (project closed date populated).
Benefits
1. Automated feedback automates superior customer insights by capturing unbiased, prompt responses post-project.
2. Automate escalations ensure negative feedback is actioned immediately, reducing churn risk.
3. Automation of repetitive feedback requests saves staff effort and standardizes customer experience.
4. Automatedly aggregates data for reporting, automating strategic decision-making in corporate sales and project planning.
5. Continuous improvement is automated by constantly integrating actionable feedback into operational workflows.
6. Automating feedback also automates consistent reputation management, enhancing future lead conversion and customer trust.
Lead Management & Sales Automation