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Development of a Scalable Marketing Automation Platform with Multi-Channel Integration and Lead Management System

teacode.io

Advertising & marketing

Challenges in Outbound Marketing Automation

Existing manual processes for outbound marketing campaigns resulted in inefficiencies, inability to handle large contact volumes without system instability, lack of integrated multi-channel outreach capabilities (email/LinkedIn), and absence of advanced lead segmentation and automation logic to optimize campaign effectiveness.

About the Client

A US-based startup specializing in marketing automation solutions for outbound campaigns

Core Project Goals

Develop a web platform for automated campaign creation and management
Implement seamless Gmail and LinkedIn integrations
Create conditional automation logic for campaign workflows
Establish scalable lead management system with filtering capabilities
Ensure system stability with large contact databases

Platform Core Capabilities

Campaign automation setup with contact list integration
LinkedIn and Gmail message automation with compliance rules
Conditional workflow engine (branching/skipping logic)
Lead package marketplace with advanced filtering
Calendar integration for meeting scheduling
Admin panel for user and lead management

Technology Stack Requirements

React.js for frontend interface

Node.js with Express for backend API

MongoDB for database management

AWS for cloud hosting and scalability

OAuth 2.0 for secure integrations

External System Integrations

Gmail API for email automation
LinkedIn API for messaging automation
Payment gateway for lead package purchases
Calendar API for scheduling functionality

System Performance Criteria

Horizontal scalability for 10k+ concurrent campaigns
99.9% uptime SLA for mission-critical operations
Real-time analytics dashboard with <2s load times
GDPR-compliant data handling and encryption
Rate-limiting and API throttling mechanisms

Expected Business Outcomes

Implementation will enable 300% faster campaign deployment, reduce manual outreach efforts by 70%, improve lead conversion rates through targeted segmentation, and support enterprise-scale operations while maintaining compliance with platform-specific usage policies.