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Development of a Customer Engagement Platform for Enhanced Data Collection and Marketing Personalization
  1. case
  2. Development of a Customer Engagement Platform for Enhanced Data Collection and Marketing Personalization

Development of a Customer Engagement Platform for Enhanced Data Collection and Marketing Personalization

innowise.com
Business services

Identifying Client Data Collection and Engagement Challenges

The client faces difficulties in effectively gathering and managing customer data and interactions, which hampers their ability to send personalized marketing materials and improve client engagement. Current manual processes are inefficient and lack scalability, resulting in limited insights and reduced marketing responsiveness.

About the Client

A mid-sized enterprise specializing in providing professional services to clients across various sectors, seeking to improve customer interaction and marketing efficiency.

Goals for Enhancing Customer Data Management and Marketing Personalization

  • Develop a centralized system to automate client contact collection and data management.
  • Enable personalized marketing communication based on user data and preferences.
  • Improve engagement metrics by streamlining communication workflows.
  • Achieve efficient handling of data to support scalable marketing efforts.

Core Functionalities for Customer Data and Marketing Automation Platform

  • An online form system for secure client contact collection with consent management.
  • A backend data repository to store and organize customer information and interaction records.
  • A campaign management module to design, schedule, and send personalized marketing materials.
  • Automated workflows for follow-up communications and data updates based on client interactions.
  • User authentication and role-based access for campaign managers and data administrators.

Recommended Technologies and Architectural Approaches

Web technologies supporting responsive forms and data entry integrations
Secure cloud database solutions for scalable data storage
Automated marketing tools and APIs for campaign management

External Systems and Data Sources Integration Needs

  • CRM systems to synchronize client data
  • Email marketing platforms for campaign dissemination
  • Consent management systems to ensure GDPR and privacy compliance

Non-Functional System Quality and Performance Criteria

  • System scalability to handle increasing client data volume
  • High security standards for personal data protection
  • System availability with at least 99.9% uptime
  • Response time for user actions within 2 seconds under normal load

Projected Business Outcomes and Performance Improvements

The implementation of this platform is expected to significantly enhance client engagement through personalized communication, leading to increased response rates and higher conversion metrics. It aims to automate data collection workflows, reduce manual effort by 50%, and improve marketing ROI by enabling targeted campaigns based on comprehensive customer data insights.

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Development of an Internal Analytics Dashboard for Enhanced Data Management