Support & After Sales AutomationPurpose
1.2. Automatedly orchestrates reminders via selected communication channels, ensuring timely support touchpoints and encouraging warranty renewal or upselling of new service plans.
1.3. The automation serves compliance, reduces manual workload, improves customer experience, and enhances trust with the wholesale physiotherapy equipment supplier.
Trigger Conditions
2.2. Automated lookup of equipment purchase/registration date in ERP or CRM platform.
2.3. Warranty status change detected in inventory/support databases.
2.4. Service contract nearing end or not renewed within specified period.
2.5. Automated scheduler runs daily/weekly to check upcoming expiries.
Platform Variants
• Feature/Setting: Use Twilio Messaging API to automate SMS dispatch; configure 'send message' endpoint for customer numbers.
3.2. SendGrid
• Feature/Setting: Use SendGrid Mail Send API to automate expiry email notifications; configure API key, recipient, template with dynamic warranty data.
3.3. Microsoft Outlook 365
• Feature/Setting: Automate email dispatch via Outlook Graph API; set scheduled/triggered mail operations to customers.
3.4. WhatsApp Business Cloud API
• Feature/Setting: Automated notification via WhatsApp using message templates with expiry details.
3.5. Salesforce CRM
• Feature/Setting: Automate task creation/workflow for warranty expiry; configure Process Builder or Flow for expiry events.
3.6. HubSpot
• Feature/Setting: Automate expiry sequence emails using HubSpot Workflows; use deal close date or custom expiry fields.
3.7. Zoho CRM
• Feature/Setting: Use Zoho automation rules to trigger notification email/SMS when expiry date condition is met.
3.8. Slack
• Feature/Setting: Automated channel or DM alerts for internal team on customer expiry via Slack Incoming Webhooks.
3.9. Mailchimp
• Feature/Setting: Automate segmented expiry notification campaigns using Mailchimp Automations.
3.10. Pipedrive
• Feature/Setting: Pipedrive Workflow Automation for creating expiry tasks and notes, scheduling client reminders.
3.11. Google Calendar
• Feature/Setting: Automate adding expiry events/invitations via Calendar API to customer/agent calendars.
3.12. ActiveCampaign
• Feature/Setting: Automated sends via ActiveCampaign automations on custom expiry field triggers.
3.13. Aircall
• Feature/Setting: Automate outbound call scheduling for warranty expiry follow-ups using Aircall API.
3.14. Freshdesk
• Feature/Setting: Automatedly create/assign support ticket on warranty expiry via Freshdesk API triggers.
3.15. Monday.com
• Feature/Setting: Automate expiry deadline boards; send alerts using Monday automations with custom fields.
3.16. Trello
• Feature/Setting: Automator moves cards to “Expiry Alert” lists or adds expiry checklist items.
3.17. Zendesk
• Feature/Setting: Automated ticket creation for each expiry instance using Zendesk triggers and APIs.
3.18. Shopify
• Feature/Setting: Automated email notification app trigger based on order metadata and expiry calculations.
3.19. Google Sheets
• Feature/Setting: Google Apps Script automates expiry alerts by scanning expiry columns and sending mail with MailApp.
3.20. ClickSend
• Feature/Setting: Use ClickSend REST API for bulk automated SMS/voice notifications to all expiring accounts.
Benefits
4.2. Ensures no missed warranty expiry, increasing renewal rates and automation-driven upsell opportunities.
4.3. Enhances customer experience through timely, consistent, and personalized automation-driven communications.
4.4. Improves compliance and record-keeping by automatedly centralizing notification logs.
4.5. Automating the process drives efficiency, scalability, and proactive support for wholesale physiotherapy equipment suppliers.