Marketing automation in ERP
Scenarios that remind, win back and upsell on their own, using your sales and stock data, with no export of your customer base to a third-party service.
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Screen by screen
Captions to the module screens: briefly what each one shows and why.
- 01
Before launch you see who gets the message, through which channel, at what time and with what text: greeting by name, recommendations from in-stock items only, with prices.
- 02
The “Time to reorder” scenario: a reminder a few days before the customer runs out of a product, and a second one if they have not bought yet.
- 03
Reorder forecast: for every customer you see when they should buy again and what. A manager can call without waiting for the message.
- 04
Settings: sending hours, weekly message cap shared with CRM campaigns, in-stock items only, warehouse and price list for recommendations.
Marketing automation
Scenarios that sell on their own, built on your ERP sales data with no export of your customer base to a third-party service: “time to reorder” based on each customer's own purchase cycle, win-back of dormant customers after their usual pause, second purchase, frequently bought together (in-stock items only). Channel and send hour chosen per customer (free bot, Viber with SMS fallback, email), weekly message cap, control group and extra revenue measured in hryvnias, reorder forecast for managers.
Area: Sales and shipping. The module is switched on and off for each company separately, with no per-seat licences.
The same, on your data.
The screens were captured on a demo company. Send us a sample document or order and we will show this module on it.