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Development of a Secure and Scalable Customer Self-Service Platform with Automated Data Collection
  1. case
  2. Development of a Secure and Scalable Customer Self-Service Platform with Automated Data Collection

Development of a Secure and Scalable Customer Self-Service Platform with Automated Data Collection

innowise.com
Business services

Challenges in Customer Data Collection and Marketing Outreach

The client faces difficulties in collecting customer contacts effectively and efficiently, leading to delays and lack of personalized marketing communication. Current manual forms result in data incompleteness and low conversion rates, impacting overall marketing performance and customer engagement.

About the Client

A mid-sized international company specializing in digital communication and customer engagement solutions, seeking to enhance its client onboarding and marketing outreach processes.

Goals for Improving Customer Data Management and Marketing Automation

  • Implement an intuitive online form for data collection that ensures user-friendly experience and high submission rates.
  • Establish automated workflows to process and store collected contacts securely in the system.
  • Enable targeted and personalized marketing communications based on collected customer data.
  • Enhance security measures to ensure compliance with data protection regulations.
  • Achieve a high form submission success rate with minimal manual intervention.
  • Streamline data handling to improve marketing outreach efficiency and reduce time-to-market for campaigns.

Core Functionalities for Customer Contact Collection and Marketing Integration

  • Responsive web form interface optimized for various devices and browsers.
  • Form validation to ensure data completeness and correctness.
  • Automated data storage in a secure, scalable database system.
  • Integration with email marketing platforms for targeted outreach.
  • Admin dashboard for monitoring submissions and managing contacts.
  • Security protocols including encryption and access controls to protect personal data.
  • Confirmation messages and email notifications upon submission.
  • Analytics tracking for form performance and submission metrics.

Technology Stack and Architectural Preferences

Modern frontend frameworks (e.g., React, Angular, Vue.js) for form UI
Backend development with secure server-side languages (e.g., Node.js, Python)
Database solutions such as relational databases (e.g., PostgreSQL, MySQL)
RESTful API design for integrations
Cloud hosting options supporting scalability (e.g., AWS, Azure)

External Systems and Services for Seamless Data Flow

  • Email marketing platforms for targeted campaigns
  • CRM systems to enrich customer data and track interactions
  • Analytics tools to monitor form engagement and conversions
  • Security services for data encryption and access management

Critical Non-Functional System Attributes

  • System scalability to handle increasing data volume and user load
  • High availability with 99.9% uptime SLA
  • Data security and compliance with GDPR and other relevant regulations
  • Response time under 2 seconds for form interactions
  • Robust error handling and user support features

Projected Business Benefits and Expected Outcomes

The new contact collection and marketing automation platform is expected to significantly increase form submission rates by at least 20%, improve the quality and security of collected data, and enable more personalized and targeted marketing campaigns. These improvements aim to reduce campaign execution time, increase customer engagement, and support scalable growth in marketing outreach efforts.

More from this Company

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