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Development of Marketing Automation and Client Management System
  1. case
  2. Development of Marketing Automation and Client Management System

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Development of Marketing Automation and Client Management System

innowise.com
Information technology
Advertising & marketing
Business services

Challenges in Client Acquisition and Marketing Efficiency

Inefficient lead capture processes, lack of automated marketing workflows, and fragmented client data management hinder personalized outreach efforts and GDPR compliance. Manual handling of contact requests reduces operational efficiency and conversion rates.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in creating software solutions for global clients

Key Goals for Marketing Transformation

  • Implement automated lead capture and nurturing workflows
  • Create centralized client data management with GDPR compliance
  • Enhance marketing personalization capabilities
  • Improve conversion tracking and analytics

Core System Requirements

  • Multi-channel lead capture forms with consent management
  • Automated email campaign builder with template library
  • Client segmentation and behavioral targeting engine
  • Real-time analytics dashboard with conversion tracking
  • Secure data storage with GDPR compliance controls

Technology Stack Preferences

React.js
Node.js
MongoDB
AWS
SendGrid API

System Integration Needs

  • CRM system (Salesforce)
  • Email marketing platforms
  • Analytics tools (Google Analytics)
  • Payment gateways

Operational Requirements

  • 99.9% system availability
  • Data encryption at rest/transit
  • Horizontal scalability
  • Response time <2s for 95% requests

Expected Business Outcomes

Anticipated 40% reduction in manual marketing tasks, 25% increase in lead conversion rates, and 60% improvement in client data management efficiency. GDPR-compliant operations will reduce legal risks while enhanced analytics will enable data-driven marketing decisions.

More from this Company

Development of Marketing Automation and Client Engagement Platform for Software Development Services
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Implementation of Personalized Marketing Automation System with GDPR-Compliant Contact Management
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Personalized Marketing Campaign and Contact Management System