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Development of All-in-One Customer Engagement and Marketing Automation Platform

mallow-tech.com

Advertising & marketing

Information technology

SaaS

Customer service

Business Challenges in Customer Engagement and Marketing Automation

Businesses struggle to effectively engage customers across their lifecycle, automate marketing workflows, and derive actionable insights from customer data. Existing solutions lack integration between communication channels, require multiple tools for different functions, and fail to provide real-time behavioral tracking and personalized engagement capabilities.

About the Client

A SaaS company providing marketing automation and customer engagement solutions for businesses to manage customer lifecycle across web and mobile platforms

Key Project Goals

Create unified customer intelligence and engagement platform
Implement automated marketing workflows with behavioral targeting
Enable real-time customer journey visualization and optimization
Integrate calendar and knowledge base functionalities for sales enablement
Provide scalable infrastructure for handling large customer data volumes

Core System Functionalities

Behavioral email marketing with drip campaigns
Event tracking and customer behavior analysis
Visual workflow automation builder
Real-time customer journey mapping
Google Calendar integration for meeting scheduling
Interactive knowledge base with content editor
AI-powered chatbot for lead qualification
Multi-format lead capture forms
Contact segmentation and search capabilities
Cross-platform analytics dashboard

Technology Stack Requirements

Ruby on Rails

React.js

iOS

Android

System Integration Needs

Google Calendar API
Third-party analytics tools
Payment gateway integration
CRM system connectors
Cloud storage services

Non-Functional Requirements

High availability with 99.9% uptime SLA
Horizontal scalability for growing customer bases
GDPR-compliant data security measures
Real-time data processing capabilities
Cross-browser compatibility (Chrome, Safari, Firefox)

Expected Business Impact

Implementation of this platform will enable businesses to increase customer retention by 30%, improve marketing campaign conversion rates by 45%, reduce manual sales follow-up efforts by 60%, and achieve 24/7 automated lead qualification through AI-powered chatbots, while maintaining enterprise-grade security and scalability.