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Development of a Secure Customer Data Collection and Marketing Automation Platform
  1. case
  2. Development of a Secure Customer Data Collection and Marketing Automation Platform

Development of a Secure Customer Data Collection and Marketing Automation Platform

innowise.com
Business services

Identified Challenges in Customer Data Management and Marketing Outreach

The client requires an efficient, compliant system to collect customer contact information through online forms, facilitate personalized marketing communications, and manage consent for data processing, amid a rapidly growing digital presence and increasing data privacy regulations.

About the Client

A mid-sized international software development company specializing in delivering digital solutions for clients worldwide, with a focus on marketing and customer engagement services.

Goals for Developing an Automated Customer Engagement Platform

  • Implement a secure online form system to collect and validate customer contact data
  • Develop a consent management feature aligned with data privacy laws for personalized marketing communications
  • Create a backend infrastructure to automatically process form submissions and manage customer data
  • Ensure the platform is scalable and secure to handle increasing traffic and data volume
  • Enable seamless integration with existing CRM and marketing automation tools

Core Functional System Capabilities for Customer Data and Marketing Automation

  • Secure online form creation with validation and CAPTCHA to prevent spam
  • User consent capture with options for GDPR/CCPA compliance, including opt-in/opt-out toggles
  • Backend processing pipeline to store data in a secure database
  • Automated triggers for sending personalized marketing emails based on form submissions
  • Dashboard for monitoring form submissions, customer opt-ins, and communication logs
  • Role-based access control for managing user permissions
  • Compliance logging for data privacy audits

Recommended Technologies and Architectural Approaches

Modern web framework (e.g., React, Angular, Vue.js) for frontend development
RESTful API architecture for backend integration
Secure server environment with SSL/TLS encryption
Database solutions such as SQL or NoSQL for customer data storage
Cloud hosting services (e.g., AWS, Azure) for scalability
OAuth 2.0 or JWT for authentication and authorization

Necessary External System Integrations

  • Customer Relationship Management (CRM) systems for data synchronization
  • Email marketing platforms for automated outreach
  • Analytics tools for monitoring form conversions and user engagement
  • Data privacy management systems to enforce compliance

Essential Non-Functional System Requirements

  • System scalability to accommodate up to 10,000 form submissions per day
  • High availability with 99.9% uptime
  • Data security aligned with GDPR and CCPA standards
  • Response time under 2 seconds for form submission processing
  • Regular security audits and vulnerability assessments

Projected Business Benefits and Impact of the Customer Data Platform

The implementation of this customer engagement and consent management platform is expected to significantly enhance marketing efficiency, increase customer contact data collection by 50%, ensure regulatory compliance, and improve overall ROI of marketing campaigns through targeted communication, leading to increased customer engagement and revenue growth.

More from this Company

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Development of an Internal Analytics Dashboard for Enhanced Data Management