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Automated Client Contact Management and Personalized Marketing System

innowise.com

Information technology

eCommerce

Health & Fitness

Financial services

Client Engagement Process Inefficiencies

Manual handling of client contact collection, lack of automated personalized marketing material distribution, and compliance challenges with data processing regulations lead to delayed follow-ups, potential compliance risks, and missed business development opportunities.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in delivering customized software solutions across multiple industries

Digital Transformation Goals

Implement automated contact collection and management system
Develop personalized marketing material delivery workflow
Ensure GDPR-compliant data processing mechanisms
Enhance client engagement through targeted communication

Core System Capabilities

Multi-channel contact form with real-time validation
Dynamic marketing material customization engine
Consent management and audit trail system
Automated email workflow with analytics dashboard

Technology Stack Requirements

React.js

Node.js

MongoDB

AWS Lambda

SendGrid API

System Integration Needs

CRM system (Salesforce)
Email marketing platform
Analytics tools (Google Analytics)

Operational Requirements

99.9% system availability SLA
HIPAA/GDPR compliance framework
Horizontal scalability for global operations
End-to-end encryption for data security

Business Value Projections

Expected 40% reduction in client response time, 25% increase in qualified leads through personalized content, 100% compliance with data regulations, and $500K+ annual savings through process automation.