Trigger
Term from the CRM Glossary
Definition
A trigger is a defined event or condition that initiates an automatic action or sequence of actions within the CRM system to automate tasks, increase efficiency, and improve customer interaction. Triggers include, for example, clicking a link in an email, filling out a form, or paying an invoice, which automatically leads to a follow-up action such as sending an email or creating a task.
Examples
Email Interaction: A customer clicks on a link in an email or opens the email, which marks the lead as "warm" and triggers a follow-up email.
Website Activity: A visitor fills out a form on the website, which automatically sends a welcome email.
Transactions: A customer pays an invoice, whereupon a task is automatically created for the responsible sales representative.
Product Interest: A customer abandons an online shopping cart, which leads to the sending of an automatic reminder email.
Advantages
| Increased Efficiency | Automating routine tasks reduces manual work and saves time. | |
| Improved Customer Loyalty | Customers receive timely and personalized responses to their actions, which improves the customer experience. | |
| Consistency and Accuracy | Automated processes ensure that all customers are treated consistently and without errors. | |
| Workflow Optimization | Triggers help guide customers through the sales funnel and shape important moments of the customer journey. |