Requirement: Some customers are highly important, and they frequently buy, the system, should remind the sales team to communicate with the customer regularly based on his buying pattern.
Assumption: Send the email to the sales rep on the customer record using search. And now we have considered the buying pattern as if customers haven’t generated any invoice transactions within the last month, those customer lists will be attached in the email.
Solution: – We will consider the buying pattern as to whether the difference between the last invoice transaction date and the current date is greater than one month(30 days). The following details are going to be added in an email: Subject: Reminder: List of customers with the least sales activity. Body/ Content: Attach the list of customers, Total count of items from all transactions, and the number of total invoice transactions to remind the sales team to communicate with the customers and invoice. Recipients: Sales rep of corresponding invoice transaction/ customers. Scheduled time: Send the mail on the 1st of the current month at 9.00 AM
Risk: The notification will be sent only for the customer who hasn’t made any purchase for the last month