When message contains "INFO" followed by part number
→ Look up product in catalog database
→ Send specs, stock status, and pricing
→ Attach technical datasheet
→ Offer quote and alternatives
Why this matters: Industrial buyers need instant access to specifications. This Rule triggers automatically when customers type a part number, providing complete technical info without human intervention.
Workflow tip: Set up product catalog with part cross-references so customers can search by OEM number, competitor number, or application.
2
JourneyStarter+ $29
Quick Quotation Flow
Guided quote request collection with automatic quotation generation and follow-up.
QUOTE
Quotation Request - Precision Industries
Your credit limit: ₹5,00,000
Outstanding: ₹1,25,000
Available: ₹3,75,000
Please share your requirement:
Option 1: Send part numbers with quantities
Example: SKF6205 x 50, FAG6206 x 25
Option 2: Send application details
Example: Motor bearing, shaft 25mm, 3000rpm
10:20 AM ✓✓
Step 1: Customer says "QUOTE" → Show credit status + options
Step 2: Collect requirement (parts or application)
Step 3: Generate quotation with pricing and validity
Step 4: If no response in 24h → Send quote reminder
Step 5: After 3 days → Check if order confirmed elsewhere
Why this matters: B2B quotes often go unanswered. This Journey captures requirements properly, generates quotes quickly, and follows up automatically to maximize conversion.
Workflow tip: Display credit availability upfront so customers know their purchasing power before requesting quotes.
3
RuleStarter+ $29
Stock Check & Alternatives
Real-time stock availability with automatic alternative suggestions for out-of-stock items.
When message contains "STOCK" followed by part number
→ Check inventory for requested item
→ If out of stock, find compatible alternatives
→ Show pricing and availability for each option
→ Offer restock notification signup
Why this matters: When primary stock is unavailable, offering alternatives saves the sale. This Rule automatically suggests compatible products so customers don't go elsewhere.
Workflow tip: Maintain cross-reference database linking equivalent parts across brands for automatic alternative suggestions.
4
SequenceStarter+ $29
Order & Dispatch Updates
Automatic notifications at order confirmation, packing, dispatch, and delivery.
Dispatch Alert - Order #IND-2024-5678
Your order has been dispatched!
Items: 8 line items
Packages: 2 boxes
Weight: 45 kg
Transport: Gati KWE
Docket: GATI123456789
Vehicle: MH12 AB 4567
Expected Delivery: Dec 15
Delivery Contact: 9876543210
Day 0: Order confirmed → Send confirmation with ETA
Day 1: Packing complete → Share packing details
Day 1: Dispatched → Send transport info + tracking
Day 3: In transit → Share location update
Delivery day: Delivered → Confirm receipt + feedback
Why this matters: Industrial customers need visibility for production planning. This Sequence keeps them informed at every stage, reducing "where's my order" calls.
Workflow tip: Attach invoice and packing list at dispatch so customers can prepare for material receipt.
5
SequenceStarter+ $29
Payment & Credit Reminders
Automated payment reminders with credit limit utilization and account statements.
Payment Reminder - Precision Industries
Outstanding Balance: ₹1,25,000
Overdue Invoices:
• INV-4521: ₹45,000 (Nov 28) - 14 days
• INV-4489: ₹35,000 (Nov 20) - 22 days
Due Soon:
• INV-4598: ₹45,000 (Dec 18)
Credit Available: ₹3,75,000
SPEI: industrial@icici
Reply PAID with amount for update
10:00 AM ✓✓
Due date -3 days: Upcoming payment reminder
Due date: Payment due today reminder
Due date +7: First overdue reminder (gentle)
Due date +14: Second reminder + credit impact warning
Due date +21: Escalate to account manager
Due date +30: Credit hold warning
Why this matters: B2B collections require professional, escalating reminders. This Sequence maintains customer relationships while ensuring timely payments.
Workflow tip: Show credit utilization in reminders - customers often clear dues to restore credit for new orders.
6
CampaignStarter+
New Product Announcements
Broadcast new product arrivals, brand additions, and special offers to industrial customers.
New Stock Arrival - Mitsubishi PLC Range
Fresh stock just arrived!
Mitsubishi FX Series PLCs:
• FX3U-16M: ₹18,500
• FX3U-32M: ₹24,500
• FX3U-64M: ₹32,000
Expansion Modules, HMIs & Cables also available.
Launch Offer: 5% off on orders above ₹1 lakh
(till Dec 31)
📎 Mitsubishi_Catalog.pdf
11:00 AM ✓✓
Target: Customers who bought automation products
Segment: By industry (automotive, pharma, food)
Content: Product details + pricing + launch offer
Attachment: Product catalog PDF
CTA: Demo request or quote
Why this matters: Industrial customers need to know about new stock and brands. Campaigns help you announce arrivals to the right customer segments.
Workflow tip: Segment customers by purchase history to send relevant announcements - electrical buyers get PLC updates, mechanical buyers get bearing updates.
7
JourneyStarter+ $29
Technical Support Requests
Structured support request collection with issue categorization and expert routing.
SUPPORT
Technical Support - Precision Industries
How can we help you today?
☰ Select Support Type
🔍 Product Selection/Application
🔧 Installation Guidance
⚙️ Troubleshooting
📋 Warranty Claim
🛠️ Calibration/Service
For urgent issues, call: 9876543210
2:30 PM ✓✓
Step 1: Customer says "SUPPORT" → Show category menu
Step 2: Based on selection, collect relevant details
Step 3: For troubleshooting → Request photo/video
Step 4: Create support ticket with category tag
Step 5: Route to appropriate technical expert
Step 6: Track resolution and send closure confirmation
Why this matters: Industrial products often need technical support. This Journey categorizes issues and routes to the right expert, ensuring faster resolution.
Workflow tip: Build a knowledge base of common issues so the system can provide instant solutions before escalating to human experts.
8
RuleStarter+ $29
Warranty Registration & Claims
Easy warranty registration and claim submission with photo uploads and status tracking.
To process your claim:
1. Share photo of damaged bearing
2. Describe the issue
3. Share application details
Claim will be reviewed within 48 hours.
If approved, replacement ships within 3 days.
3:15 PM ✓✓
When message contains "WARRANTY" + part number + invoice
→ Look up purchase and warranty status
→ If valid, collect claim details (photo, description)
→ Create warranty claim ticket
→ Route to quality team for review
→ Send approval/rejection with next steps
Why this matters: Warranty claims build trust when handled professionally. This Rule validates warranty status instantly and streamlines the claim process.
Workflow tip: Link to invoice database for automatic warranty validation - saves time and prevents fraudulent claims.
9
JourneyStarter+ $29
New Customer Onboarding
Professional B2B customer onboarding with credit application and account setup.
Welcome to Industrial World!
Thank you for choosing us. Let's set up your account.
Step 1: Company Details
Please share:
• Company name
• IVA Number
• Primary contact person
• Delivery address
For credit facility (30 days), we'll need:
• IVA Certificate
• PAN Card
• Trade references (2)
Cash customers can start ordering immediately!
9:00 AM ✓✓
Why this matters: Professional onboarding sets the tone for B2B relationships. This Journey collects all required information systematically for credit evaluation.
Workflow tip: Allow cash customers to start ordering immediately while credit application is processed - don't lose the first sale.
10
CampaignStarter+
Annual Rate Contract Renewals
Timely reminders for rate contract renewals with updated pricing and terms.
Your FY24 Purchases: ₹18,50,000
Proposed Credit Limit: ₹7,50,000
📎 RC_FY2526_RateCard.pdf
10:00 AM ✓✓
Target: Customers with contracts expiring in 60 days
Segment: By contract value (high/medium/low)
Content: Purchase summary + new rates + credit proposal
Attachment: New rate card PDF
CTA: Accept or discuss
Why this matters: Rate contracts are the foundation of B2B relationships. Timely renewal reminders prevent lapses and lock in business for the next year.
Workflow tip: Include purchase summary and propose credit limit increase for growing accounts - it shows appreciation and encourages commitment.
CRM
B2B Customer Pipeline
Track industrial customers from inquiry to key account