Customer Relationship Management (CRM) and MarketingPurpose
1.2. Ensure customers never miss course dates or recommended gear maintenance using SMS, email, mobile push, and other channels.
1.3. Automating reminders increases customer retention, satisfaction, and recurring service sales.
1.4. Automated reminders reduce manual labor, human error, and streamline customer relationship management.
1.5. Enable automated, multi-channel engagement based on customer preferences and history.
Trigger Conditions
2.2. Gear purchase date triggers reminder based on manufacturer-recommended service intervals.
2.3. Custom recurrence (e.g., annual refresher courses) automatable via workflow scheduling.
2.4. Missed appointment triggers follow-up automated notifications.
2.5. Customer inactivity for a set period triggers re-engagement automation.
Platform Variants
• Feature/Setting: Automate SMS via Messages API. Sample: Configure POST /Messages endpoint with course/servicing data.
3.2. SendGrid
• Feature/Setting: Automate email reminders via Mail Send API. Sample: POST v3/mail/send with recipient, template, and scheduling details.
3.3. Mailchimp
• Feature/Setting: Automate email marketing via Automations API. Sample: Set up Triggered Email Automation for servicing dates.
3.4. Slack
• Feature/Setting: Automate reminders via Incoming Webhooks/API. Sample: POST message to customer’s Slack for reminders.
3.5. WhatsApp Business
• Feature/Setting: Automate messages via WhatsApp API. Sample: Use /messages endpoint for course/session reminders.
3.6. Google Calendar
• Feature/Setting: Automate event insertion via Calendar API. Sample: POST event for service, trigger Google notification.
3.7. Outlook 365
• Feature/Setting: Automate calendar invites via Outlook Graph API. Sample: POST /me/events for training date reminders.
3.8. HubSpot CRM
• Feature/Setting: Automate tasks/emails via Workflow Automations. Sample: Workflow for post-purchase and service reminders.
3.9. Salesforce
• Feature/Setting: Automate customer contact via Process Builder/Flow. Sample: Scheduled flow for annual service reminders.
3.10. ActiveCampaign
• Feature/Setting: Automate emails/SMS via Automations. Sample: Time-based "Wait" + "Send" automator for courses.
3.11. Zoho CRM
• Feature/Setting: Automate reminders via Workflow Rules. Sample: Date-based rule for automated servicing outreach.
3.12. Facebook Messenger
• Feature/Setting: Automator triggers via Messenger API. Sample: Send service bot reminders with scheduled message.
3.13. Pipedrive
• Feature/Setting: Automate activities via Workflow Automation. Sample: Scheduled automatable activity for follow-up.
3.14. Microsoft Teams
• Feature/Setting: Automated reminders via Teams API or Planner. Sample: Bot sends reminder on scheduled trigger.
3.15. Freshdesk
• Feature/Setting: Automate ticket/task via Workflows. Sample: Timed ticket creation for expiring maintenance.
3.16. Intercom
• Feature/Setting: Automated in-app/email messages via Series. Sample: Automated sequence triggered before course date.
3.17. ClickSend
• Feature/Setting: Automate SMS/voice via API. Sample: Schedule SMS reminder for dive gear pickup.
3.18. Google Chat
• Feature/Setting: Automated message via Chat API Webhooks. Sample: Automated channel message for group reminders.
3.19. Constant Contact
• Feature/Setting: Automate email via Campaign Triggers. Sample: Timer-based automated campaign for courses.
3.20. Telegram
• Feature/Setting: Automated outreach via Bot API. Sample: Bot sends programmed reminders on upcoming dates.
Benefits
4.2. Automating communications increases customer satisfaction and loyalty.
4.3. Automated CRM integrations free staff from repetitive tasks, cutting labor costs.
4.4. Multi-channel, automatable messaging allows flexible targeting and personalization.
4.5. Full visibility via automation logs ensures tracking, compliance, and auditability.
4.6. Scalable automation adapts as business grows, enabling bulk and segment messaging.