- New Trial (Customer have signed up for trial)
- Confirming beginning of trial period and self-explaining content on service.
- Activation (Account Activated and start getting value from service provider.)
- Onboarding (Pay at the end of trail period)
- End of trial period experience.
- Database to store those opting out of trial for periodic update. (based on permission from individual clients)
- Confirmation to those customers deciding to continue.
- Established (Paying customers after onboarding period)
- Relationship and engagement mails.
- Highly engaged (Highly active customers)
- Frequent emails on updates and service.
- Reward points and engaging activities.
- Lightly engaged (Customers who don’t utilize the service fully)
- Relationship and engagement emails.
- Fading (Users who likely tend to stop using the service)
- Gone (Paying users would tend to churn)
- Periodic mailers on service. (with permission from customer, obtained while leaving process)
- Standardize Quotation and Order Management (Standardized process to obtain customer requirements)
- Integrate order entry (Credit and billing)
- Automate the O2C cycle (Auto generated invoice)
- Automated alerts
- Send invoices and receive POs and payments electronically (automate invoicing and payments receipt send to users)