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Implementation of Automated Lead Generation and Client Onboarding System
  1. case
  2. Implementation of Automated Lead Generation and Client Onboarding System

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Implementation of Automated Lead Generation and Client Onboarding System

innowise.com
Information technology
Advertising & marketing
Business services

Challenges in Client Acquisition and Process Automation

Inefficient manual handling of client inquiries and lead generation processes resulted in delayed response times, potential lead loss, and suboptimal resource allocation for personalized marketing campaigns.

About the Client

International full-cycle software development company with 2000+ IT professionals, specializing in delivering customized software solutions across multiple industries since 2007

Digital Transformation Goals

  • Automate lead capture and qualification processes
  • Implement GDPR-compliant data handling workflows
  • Enhance client engagement through personalized marketing automation
  • Integrate centralized client information management system

Core System Capabilities

  • Interactive contact form with real-time validation
  • Automated email response system with template customization
  • Lead scoring and segmentation engine
  • Marketing campaign performance dashboard
  • Multi-language support interface

Technology Stack Requirements

React.js for front-end development
Node.js with NestJS framework
MongoDB for document storage
AWS cloud infrastructure
SendGrid API integration

System Connectivity Needs

  • CRM system integration (Salesforce/HubSpot)
  • Email marketing platform (Mailchimp)
  • Analytics tools (Google Analytics 4)
  • Payment gateway integration (Stripe)

Operational Requirements

  • 99.9% system availability SLA
  • Real-time data processing under 200ms latency
  • ISO 27001-certified security framework
  • Horizontal scalability for 10x traffic growth
  • WCAG 2.1 accessibility compliance

Business Value Projections

Anticipated 40% reduction in lead response time, 25% increase in qualified lead conversion rates, and 60% decrease in manual data handling efforts, supporting annual revenue growth of $2-3M through improved client acquisition efficiency.

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Personalized Marketing Campaign and Contact Management System