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Development of a Scalable Lead Management and Market Expansion Platform
  1. case
  2. Development of a Scalable Lead Management and Market Expansion Platform

Development of a Scalable Lead Management and Market Expansion Platform

oxagile.com
Business services

Identified Challenges in Market Expansion and System Scalability

The client faces pressing challenges in rapidly deploying solutions for diverse international markets, ensuring seamless lead routing, handling high throughput during peak loads, and maintaining system stability. Additionally, they struggle with integrating various third-party systems, managing legacy applications, and optimizing internal infrastructure for email marketing, all while preparing for expansion into the US market with differing workflows and workflows for pingposting lead management.

About the Client

A rapidly growing service marketplace operating in Europe, seeking to expand into the US market, focusing on connecting leads with service providers through efficient integration and scalable systems.

Key Goals for Developing a Robust Lead Management and Expansion System

  • Enable rapid market entry with standardized, scalable integrations tailored for multiple regions, including EU and US markets.
  • Design a flexible platform capable of managing high load volumes to ensure performance during peak traffic periods.
  • Implement resilient system architectures to guarantee seamless operation during service failures and facilitate quick modifications without significant downtime.
  • Incorporate advanced integration capabilities with popular CRM and lead management systems such as ActiveProspect, HubSpot, and Salesforce.
  • Enhance security measures through web application firewalls and monitoring tools to safeguard sensitive data.
  • Facilitate marketing automation by integrating no-code compatible tools for campaign management and email deliverability optimization.
  • Unify and validate innovative ML-based pricing models with existing systems, supporting A/B testing for product validation.

Core Functional System Features for Lead Routing, Market Expansion, and Scalability

  • Customizable lead routing mechanisms to adapt to regional workflows such as EU's 'first come, first served' and US pingposting processes.
  • Rapid deployment capabilities for new integrations with major systems like CRM platforms, using a core scalable framework.
  • A robust, containerized architecture utilizing Kubernetes, Helm, and Infrastructure as Code tools (Terraform/Terragrunt) for scalable and reliable deployment.
  • Migration tools and strategies for legacy applications to support high performance and fault tolerance.
  • Monitoring and security integrations using tools such as Datadog and Web Application Firewall (AWS WAF) to ensure system integrity.
  • A deployment portal or interface enabling non-technical teams to create and deploy marketing campaigns effortlessly.
  • Integration of machine learning modules for dynamic pricing strategies with A/B testing support.

Preferred Technologies and Architectural Approaches for System Development

Kubernetes for container orchestration
Helm for application deployment management
Terraform/Terragrunt for infrastructure provisioning
AWS WAF for security
Datadog for monitoring and performance tracking
Backstage.io or similar portals for streamlined development workflows
ML integration for pricing models
No-code tools for marketing automation such as Iterable

External System Integrations for Enhanced Lead Management and Automation

  • Major CRM platforms (e.g., HubSpot, Salesforce, ActiveProspect)
  • Third-party lead routing and management systems
  • Web Application Firewall and security monitoring tools
  • Monitoring and analytics platforms like Datadog
  • Marketing automation tools such as Iterable
  • Legacy application migration frameworks

Essential Non-Functional System Requirements for Performance and Reliability

  • Scalable architecture capable of handling high peak loads and ensuring performance during traffic surges
  • High availability with minimized downtime during maintenance and failures
  • Security compliance including web application firewall protection and data encryption
  • Rapid deployment and update cycles for new features and integrations
  • User-friendly interfaces for both technical and non-technical teams

Projected Business Benefits and Impact of the New Platform

The new system aims to significantly decrease time-to-market for new regional deployments, improve lead routing accuracy and speed, and ensure consistent service during peak loads. Enhanced scalability and security measures will reduce operational risks, while integrated marketing automation and ML-based pricing will facilitate data-driven decision making. These improvements are expected to contribute to faster market conquest, with a projected increase in operational efficiency, and a smoother expansion into the US market, ultimately supporting increased revenue and market share growth.

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