Automated Lead Management and Workflow Optimization System for iGaming Industry

The client experiences operational bottlenecks caused by reliance on multiple manual processes, including unstructured document management, fragmented lead tracking, and inefficient campaign monitoring, leading to delays and increased manual errors in their customer acquisition pipeline.

A mid-sized gaming company with a rapidly expanding customer base seeking to streamline lead management and automate internal workflows to enhance operational efficiency.

• Reduce manual data entry and document handling by automating form submissions, data collection, and analysis.
• Increase speed to lead by automating and streamlining workflows, targeting a 50% improvement.
• Establish comprehensive visibility into form submissions and marketing campaign performance to enable data-driven decisions.
• Implement integrated solutions to automate project management and task sharing across teams, improving overall operational efficiency.
• Drive user adoption through comprehensive training and intuitive system design.

• Custom workflow automation engine for automating repetitive tasks.
• Automated lead capture via online forms with real-time data aggregation.
• Campaign tracking with analytics dashboards for email and form submissions.
• Workflow triggers and process builders for automating tasks based on form/campaign data.
• Integrated project management and task sharing capabilities for cross-team collaboration.
• Training modules and user interfaces designed for high adoption.

• CRM platform for lead management and customer data
• Email marketing automation system for campaign tracking (similar to Pardot)
• Data collection and survey tools for form submissions
• Project management tools or modules for task sharing

• System must support automation workflows with low latency, ensuring timely updates and responses.
• Scalability to handle tens of thousands of lead forms and campaign data entries.
• High availability and security measures to protect sensitive customer data.
• User-friendly interfaces to ensure rapid adoption and training effectiveness.

The implementation of an automated lead management and workflow system is expected to improve operational efficiency significantly, with an estimated 50% increase in speed to lead. Additionally, automation and comprehensive visibility will reduce manual errors, enhance data accuracy, and enable scalable growth to support millions of clients while improving user experience across the organization.