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Client Engagement and Marketing Automation Platform Development
  1. case
  2. Client Engagement and Marketing Automation Platform Development

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Client Engagement and Marketing Automation Platform Development

innowise.com
Information technology
Business services
eCommerce
Education

Client Data Management and Marketing Optimization Challenges

Inefficient lead capture processes, lack of centralized client data management, and manual marketing material distribution create compliance risks and limit personalized client engagement capabilities. Current systems fail to track client interactions effectively and ensure GDPR-compliant data processing.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in delivering customized software solutions for enterprise clients globally

Digital Transformation Goals

  • Implement automated client data collection and management system
  • Create personalized marketing material delivery pipeline
  • Ensure compliance with data protection regulations
  • Improve client conversion tracking and analytics
  • Enhance cross-departmental access to client interaction data

Core System Functionalities

  • Multi-channel client contact form with validation
  • Consent management and data processing workflow
  • Personalized content delivery engine
  • Automated email campaign management
  • Client interaction tracking dashboard
  • Compliance reporting module

Technology Stack Requirements

React.js for frontend
Node.js with NestJS framework
MongoDB for document storage
AWS cloud infrastructure
Serverless architecture components

System Integration Needs

  • Email service provider (SendGrid)
  • CRM system (Salesforce)
  • Analytics platform (Google Analytics)
  • Payment gateway (Stripe)
  • Identity management (Auth0)

Operational Requirements

  • 99.9% system availability SLA
  • Real-time data processing capability
  • GDPR and CCPA compliance framework
  • Horizontal scalability for global users
  • Role-based access control (RBAC)

Business Value Projections

Expected 40% reduction in client onboarding time, 25% increase in marketing campaign conversion rates, and 60% improvement in client data management efficiency. Compliance automation should reduce regulatory risks by 80% while enabling data-driven decision making across sales and marketing teams.

More from this Company

Development of Marketing Automation and Client Engagement Platform for Software Development Services
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Implementation of Personalized Marketing Automation System with GDPR-Compliant Contact Management
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Personalized Marketing Campaign and Contact Management System