Are you ready for Sales Process Automation, a game-changer in customer management? Trakker now offers dazzling new Customer Auto Status feature! It’s like giving your customer list a supercharged spring cleaning every single night!
Sales Process Automation Runs Every Night
Picture this: a nightly process that springs into action whenever a new invoice is generated. It swiftly categorizes customers, setting them as Active and updating the Auto Status Date to today. It’s like having an invisible admin assistant who never sleeps, ensuring your customer data is always up-to-date.
But wait, there’s more! You have the power to customize the next steps according to your preferences:
- If it’s been X days since a customer’s last invoice, they’ll gently shift into ‘Aging Customer’ status. Think of it as a nudge, reminding you to check in and rekindle the spark.
- Wait another X days without a new invoice? Our system thoughtfully updates them to ‘Inactive Customer Status’. This prompts a detailed review, allowing you to strategize with your team or acknowledge that the customer may have closed.
- Here’s an optional step: After a set period in the ‘Inactive’ zone, we can automatically check the ‘INACTIVE’ box on their profile. This removes them from any auto SMART Routing or automatic recurring Event scheduling as well as removes them of the mobile devices. This keeps your routes cleaner.
- And for the finale, if a customer has been inactive for an encore set of X days, we’ll smoothly transition them out of your active customer list and into prospects, reviving them as ‘Active’ there. It’s a full-circle moment, inviting you to revisit old connections with new opportunities.
Need More Options?
Of course, there’s a sprinkle of other rules and clever configurations that come with this, but the gist is: This feature is your new best friend in smart customer management. It’s the maestro conducting the orchestra of your SMART Routing and Recurring Events, making sure every note is pitch-perfect.
Stay ahead of the game with this proactive approach to customer management. Keep your database fresh, relevant, and primed for success. Get ready to level up your customer interactions and streamline your business processes like never before with our Sales Process Automation.
This is the perfect tool for First Aid Trakker, Field Service Trakker… All of our Trakker offerings.