Reactivating past customers requires sales reps to manually search the CRM, review customer history, draft personalized emails, and track follow-ups across multiple tools. This fragmented workflow causes missed opportunities and inconsistent outreach.
Automation identifies inactive customers, segments them by value, generates personalized re-engagement messages, and tracks responses in one workflow. Sales reps focus on closing deals instead of administrative work.
The full workflow, from trigger to completion.
Automation runs daily and identifies all customers with no purchase or login activity in the past 90 days. The trigger pulls the list from the CRM.
The automation reviews each inactive customer's purchase history, deal size, and past interactions, then assigns a re-engagement priority and suggests a personalised message angle.
The automation drafts a short, personalised re-engagement email that references the customer's past purchase or interaction and includes a clear call to action.
The automation sends the email directly from the company account and logs the send in the CRM.
A follow-up task is automatically created for 7 days later if no reply is received.
The customer record is updated with the outreach date, email content, and follow-up status. A notification is sent to the sales rep with the outcome.
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