Reporting, Analytics, and NotificationsPurpose
1.2. Automates the extraction, transformation, and analysis of customer behavior, billing, complaints, and engagement data for housing utility companies.
1.3. Enables the generation and delivery of predictive reports, automated analytics dashboards, and targeted automated notifications.
1.4. Focuses on corporate-level insight to enable proactive churn reduction strategies and automated campaigns.
Trigger Conditions
2.2. Sudden drop in usage/billing or spike in complaints triggers automation.
2.3. Trigger after negative NPS/CSAT or CRM entries indicating dissatisfaction.
2.4. Churn model threshold exceeded automates alert and analysis sequence.
Platform Variants
3.1. Salesforce
• Feature: Flow Builder—automate data gathering from CRM, trigger emails on threshold.
• Sample config: Set flow to run nightly, auto-email report if churn risk > 0.3.
3.2. Microsoft Power Automate
• Feature: Automated workflows—trigger on updated data in Excel or Dynamics 365.
• Sample config: Power Automate flow triggers when churn model result is uploaded.
3.3. Tableau
• Feature: Data-driven alerts—automate notification when graphs hit churn thresholds.
• Sample config: Publish data source and set alerts on churn prediction dashboard.
3.4. Google BigQuery
• Feature: Scheduled Queries—automate queries to refresh churn scores.
• Sample config: Schedule ML churn prediction query; output flagged accounts.
3.5. Amazon SageMaker
• Feature: Endpoint Deployment—automates scoring via model API.
• Sample config: Trigger SageMaker inference endpoint; auto-update dataset.
3.6. Snowflake
• Feature: Tasks & Streams—automate churn analytics on data update.
• Sample config: Task auto-triggers on new billing data, refreshes risk table.
3.7. Zapier
• Feature: Multi-app Automation—integrates triggers from CRM to Slack or mail.
• Sample config: Automate Slack alert when new high-risk customer appears.
3.8. Twilio
• Feature: Programmable Messaging API—automates SMS notifications to agents.
• Sample config: Trigger SMS to account manager for at-risk account.
3.9. SendGrid
• Feature: Automated Email API—monitors and automates risk alert emails.
• Sample config: Auto-send risk report to retention team every Monday.
3.10. AWS Lambda
• Feature: Automated Function—runs code for scoring and notification on event.
• Sample config: Lambda fires on S3 update, computes churn risk, posts result.
3.11. IBM SPSS Modeler
• Feature: Automated Model Execution—triggers model runs and outputs scores.
• Sample config: Scheduled run, exports risk predictions to dashboard.
3.12. Qlik Sense
• Feature: Alerting—sends automated alerts on churn trends.
• Sample config: Set analytics triggers for customer churn over 10%.
3.13. Slack
• Feature: Automated Messaging API—posts risk updates in team channels.
• Sample config: Bot posts message when new churner is detected.
3.14. HubSpot
• Feature: Workflow Automation—triggers nurture emails to save at-risk clients.
• Sample config: Automated email series launches for flagged contacts.
3.15. SAP Analytics Cloud
• Feature: Smart Insights—automates detection of churn drivers.
• Sample config: Auto-generate insight report weekly.
3.16. Freshdesk
• Feature: Automations—trigger follow-up tickets on customer risk signals.
• Sample config: Auto-create case for retention specialist.
3.17. Pipedrive
• Feature: Workflow Automation—moves at-risk accounts into a rescue pipeline.
• Sample config: Trigger pipeline move when churn score is high.
3.18. Zoho Analytics
• Feature: Scheduled Reports—automates custom churn analysis dissemination.
• Sample config: Nightly email report to leadership.
3.19. ServiceNow
• Feature: Flow Designer—initiates automated escalation for churn risk.
• Sample config: Escalation record created on high churn alert.
3.20. Mailchimp
• Feature: Automated Journeys—delivers retention campaigns to specific segments.
• Sample config: Trigger campaign for 'at-risk' tag customers.
Benefits
4.2. Automated alerts and insights for rapid corporate response.
4.3. Reduces manual workload with end-to-end automator solutions.
4.4. Automatable escalation rules enhance team coordination.
4.5. Improves customer experience through targeted automated communications.