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Client Onboarding and Marketing Automation Platform

innowise.com

Information technology

Advertising & marketing

Software development

Client Engagement Challenges

Inefficient lead capture and marketing material distribution processes导致潜在客户流失，缺乏个性化营销能力影响转化率，现有系统无法有效追踪客户互动数据

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in creating customized software solutions for businesses globally

Digital Transformation Goals

开发智能客户信息收集系统
实现营销材料自动化个性化分发
建立客户行为数据分析平台
提升潜在客户转化率30%

Core System Capabilities

多渠道客户信息收集表单
AI驱动的个性化内容推荐引擎
自动化邮件营销工作流
实时客户行为仪表板
GDPR合规数据管理系统

Technology Stack

React.js for frontend

Node.js with NestJS for backend

MongoDB for data storage

AWS cloud infrastructure

SendGrid API integration

System Integrations

CRM系统集成（Salesforce/HubSpot）
邮件服务API（SendGrid/Amazon SES）
分析工具（Google Analytics/Mixpanel）
身份验证服务（Auth0/OAuth2）

Performance Criteria

99.9%系统可用性
支持10,000+并发用户
数据加密传输与存储
毫秒级表单提交响应时间
可扩展的微服务架构

Business Value Projections

预计实施后6个月内实现客户获取成本降低25%，营销活动响应率提升40%，客户数据管理效率提高50%，同时确保完全合规的数据处理流程