Purpose
1.1. Automate follow-up communication with customers who have received quotes, increasing conversion rates and reducing manual follow-up workload.
1.2. Automatedly send targeted emails and SMS at scheduled intervals, reminding recipients to act on pending quotes or clarify details.
1.3. Supports corporate radiator shops in automating engagement, improving lead nurturing and customer retention.
1.4. Integrates quote management with automated communication channels, ensuring timely, consistent messaging.
1.5. Centralizes all automated communication tracking for compliance and analytical review.
Trigger Conditions
2.1. New quote created or updated in CRM/ERP.
2.2. Customer status set to "quote sent" in database.
2.3. Scheduled delay post-quote (e.g., 24, 48, 72 hours elapsed).
2.4. No customer response or action detected.
2.5. Manual override or escalation workflow initiated by staff.
Platform Variants
1. Twilio SMS
• Feature/Setting: Use Programmable SMS API. Configure sender number, message templates, trigger on quote event, and set scheduling via "Messages" endpoint.
2. SendGrid
• Feature/Setting: Configure Marketing Campaigns API for automated email series; integrate with CRM webhook for quote triggers.
3. Mailgun
• Feature/Setting: Automate transactional emails using "Messages" API and scheduled time-based triggers.
4. Salesforce
• Feature/Setting: Automate workflow rules or Process Builder to trigger "Email Alert" and SMS via Twilio integration.
5. HubSpot
• Feature/Setting: Setup Workflows to automate follow-up emails and integrate with SMS API using custom coded actions.
6. Zoho CRM
• Feature/Setting: Blueprint automation for quote stages, use Email/SMS templates linked to workflow triggers.
7. ActiveCampaign
• Feature/Setting: Automate customer segmentation and send automated follow-up sequences using "Automations".
8. Microsoft Power Automate
• Feature/Setting: Flow to trigger on new or updated quote records, configure "Send Email" and Twilio SMS connectors.
9. Pipedrive
• Feature/Setting: Automate activities with workflow automations; connect to email/SMS providers using marketplace apps.
10. Freshsales
• Feature/Setting: Automate follow-up tasks and trigger “email/SMS sequence” via Sales Sequences settings.
11. Gmail API
• Feature/Setting: Automate follow-up emails on quote status change using "Users.messages.send" endpoint.
12. Outlook Graph API
• Feature/Setting: Automate sending emails and reminders linked to quote records via "sendMail" action.
13. SMSGlobal
• Feature/Setting: Automate sending SMS using REST API; configure triggers using "send-message" endpoint.
14. MessageBird
• Feature/Setting: Integrate SMS API with quote database triggers; configure message templates programmatically.
15. ClickSend
• Feature/Setting: Automate emails and SMS via “/v3/sms/send” and “/v3/email/send” API endpoints.
16. Infobip
• Feature/Setting: Automate multi-channel communication using "Send SMS" and "Send Email" API.
17. Mailchimp
• Feature/Setting: Automate email journeys triggered by quote changes via “Customer Journeys” with webhooks.
18. Intercom
• Feature/Setting: Automate in-app, email, and SMS follow-ups from quote pipeline events using “Outbound Messages” API.
19. Slack
• Feature/Setting: Automate internal notifications/reminders for teams via Webhooks when follow-up is missed.
20. Aircall
• Feature/Setting: Automate SMS via Aircall integrations or trigger call-backs based on quote follow-up overdue.
Benefits
4.1. Automates routine follow-up, saving staff time and reducing manual errors.
4.2. Automator-based messaging enhances response rate and boosts quote conversion.
4.3. Streamlines multi-channel communication for scalable automation in parts retail.
4.4. Automatedly tracks engagement, enabling data-driven decision-making.
4.5. Delivers consistent customer experience and automates compliance with corporate policies.
Customer & Lead Management