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Automated Client Contact Management and Marketing Material Distribution System

innowise.com

Information technology

Advertising & marketing

Business services

Challenges in Client Engagement Automation

Manual contact management processes leading to inefficiencies in personalized marketing material distribution, compliance risks with data processing workflows, and delayed response times for client onboarding materials.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in creating software solutions for global clients

Digital Transformation Goals

Implement automated contact collection and segmentation system
Ensure GDPR-compliant data processing workflows
Optimize marketing material delivery timing and personalization
Create centralized dashboard for campaign performance tracking

Core System Capabilities

Multi-channel contact form with dynamic field validation
Automated email template engine with A/B testing
Consent management and audit trail system
Real-time analytics dashboard with conversion tracking

Technology Stack Requirements

React.js

Node.js

MongoDB

AWS Lambda

SendGrid API

System Integration Needs

CRM platform (Salesforce)
Marketing analytics tools (Google Analytics 4)
Payment gateway (Stripe)

Operational Requirements

99.9% system availability
End-to-end encryption
Horizontal scalability for 10x traffic growth
Sub-200ms API response times

Business Value Projections

Expected 40% reduction in client onboarding time, 25% increase in marketing campaign conversion rates through personalized content delivery, and full compliance with international data protection regulations, resulting in enhanced client trust and operational efficiency.