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Development of Personalized Marketing Automation Platform

innowise.com

Information technology

Business services

Advertising & marketing

Current Lead Management Challenges

Inefficient contact collection and personalized marketing material delivery process leads to potential client engagement gaps. Manual handling of consent management and email distribution creates operational bottlenecks and compliance risks.

About the Client

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

Key Project Goals

Implement automated lead capture and segmentation system
Create GDPR-compliant consent management workflow
Establish personalized marketing material delivery pipeline
Improve client onboarding process efficiency by 40%

Core System Requirements

Multi-channel contact form with dynamic field validation
Consent tracking and preference management dashboard
Email campaign automation with template personalization
Analytics dashboard for engagement tracking
Secure client data storage with encryption

Technology Stack Preferences

React.js for front-end interface

Node.js with Express for backend services

MongoDB for document storage

AWS cloud infrastructure

SendGrid API for email delivery

System Integration Needs

CRM system integration (Salesforce/HubSpot)
Marketing analytics tools (Google Analytics)
Payment gateway for premium content access
Single sign-on authentication (OAuth 2.0)

Non-Functional Requirements

99.9% system availability SLA
HIPAA/GDPR compliance framework
Horizontal scalability for 10x traffic growth
Response time under 200ms for 95% API calls
Role-based access control (RBAC)

Expected Business Impact

Projected 35% increase in qualified lead conversion rates through automated personalization, 60% reduction in manual marketing operations, and enhanced compliance posture reducing data breach risks by 75%. Improved client acquisition efficiency supporting 20% annual revenue growth.