Sales Process AutomationPurpose
1.2. Ensure every incoming lead receives timely, consistent, and branded follow-up through email and SMS without manual intervention.
1.3. Automatedly nurture leads, increasing engagement, conversion, and providing measurable touchpoints for sales tracking.
1.4. Minimize human error, delay, and oversight in lead management via automation workflows.
1.5. Enable adaptive messaging cadence based on customer actions using automating logic for conditional follow-ups.
Trigger Conditions
2.2. Lead added to RAM Trucks sales pipeline in the dealership’s CRM.
2.3. Trigger on third-party marketplace submissions (e.g., Cars.com, AutoTrader).
2.4. Automate trigger whenever a lead status moves from “cold” to “active prospect.”
2.5. Scheduled automator trigger for leads that have not engaged in 24/48/72 hours.
Platform Variants
• Feature/Setting: SMS API – automatedly send templated SMS to new leads; sample: Configure webhook on CRM trigger to call POST /Messages API with {to: “+15555555555”, body: “Thank you for your interest in RAM Trucks!”}.
3.2. SendGrid
• Feature/Setting: Send Automated Email – transactional email automation using SendGrid v3 Mail Send API; sample: Template ID with dynamic personalization fields.
3.3. Mailgun
• Feature/Setting: Messages API – automates multi-step drip email campaigns for RAM Truck leads.
3.4. Salesforce
• Feature/Setting: Process Builder / Flow – configure automator to send emails and SMS on new lead creation event.
3.5. HubSpot
• Feature/Setting: Workflows – set “Lead Created” automation, automatedly send personalized follow-up email/SMS.
3.6. ActiveCampaign
• Feature/Setting: Automations – trigger follow-up sequence on contact segment “New Dealership Lead.”
3.7. Zoho CRM
• Feature/Setting: Workflow Rules – automatedly send SMS/email using Zoho Campaigns or integrated SMS gateway.
3.8. Pipedrive
• Feature/Setting: Automate – ‘Deal created’ trigger for sending automated messages via integrated providers.
3.9. Constant Contact
• Feature/Setting: Autoresponder – segment new leads by interest and automate branded follow-ups.
3.10. Klaviyo
• Feature/Setting: Flows – automatically trigger “Welcome to RAM Trucks” sequence using email/SMS automating.
3.11. Microsoft Power Automate
• Feature/Setting: Flow – automate sending SMS/email via connectors for leads in Dynamics 365.
3.12. Google Workspace
• Feature/Setting: Apps Script Automation – trigger Gmail and Google Voice automated follow-ups.
3.13. Slack
• Feature/Setting: Workflow Builder – automate internal notification/SMS to sales rep and scheduled emails to leads.
3.14. Freshsales
• Feature/Setting: Workflow Automator – automate follow-up sequence via email/SMS integrations.
3.15. ClickSend
• Feature/Setting: SMS API – automated campaign for new RAM Truck leads, push notifications.
3.16. Infobip
• Feature/Setting: Omnichannel API – automates sending of SMS, email, and even WhatsApp follow-up flows.
3.17. MessageBird
• Feature/Setting: Flow Builder – automator for lead engagement, automated SMS/email sequence.
3.18. WhatsApp Business API
• Feature/Setting: Automated messaging for lead follow-up using CRM integrated WhatsApp triggers.
3.19. Intercom
• Feature/Setting: Custom Bots and Workflows – automates personalized outreach via email/SMS for new leads.
3.20. Marketo
• Feature/Setting: Smart Campaigns – automate multi-channel nurturing using advanced lead scoring and triggers.
Benefits
4.2. Automated communications eliminate delay, ensuring new dealership leads are always engaged instantly.
4.3. Seamless integration reduces manual workload, error, and guarantees every lead is properly nurtured automatable.
4.4. Automation provides audit trails and analytics for improving messaging and sales conversion rates.
4.5. Automates compliance with dealership communication policies and schedules.
4.6. Automated multi-channel approach (SMS/email) increases the likelihood of actual customer response and showroom visits.