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Implementation of Contact Management and Marketing Automation System

innowise.com

Information technology

Business services

Advertising & marketing

Current Challenges in Client Engagement and Data Management

Inefficient lead capture process through static contact forms, lack of automated marketing workflows, difficulties in ensuring GDPR compliance during data collection, and limited analytics capabilities for tracking marketing campaign effectiveness.

About the Client

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

Strategic Goals for System Enhancement

Streamline client contact collection process with dynamic form functionality
Implement automated marketing material distribution system
Ensure full compliance with data privacy regulations (GDPR/CCPA)
Establish measurable metrics for marketing campaign performance tracking

Core System Functionality Requirements

Interactive contact form with conditional consent checkboxes
Automated email campaign trigger system
Centralized contact database with segmentation capabilities
Real-time analytics dashboard for campaign performance
Compliance audit trail functionality

Technology Stack Preferences

React.js for dynamic front-end interfaces

Node.js with Express for backend services

MongoDB for flexible data storage

AWS cloud infrastructure

System Integration Requirements

Email marketing platform (Mailchimp/SendGrid)
CRM system (Salesforce/HubSpot)
GDPR compliance tools (OneTrust)
Analytics platforms (Google Analytics/Tableau)

Critical System Requirements

Horizontal scalability for 10,000+ concurrent users
99.9% system availability SLA
End-to-end data encryption
Multi-tenancy architecture support
Mobile-responsive design

Anticipated Business Outcomes

Projected 40% reduction in lead conversion time through automated workflows, 60% improvement in marketing campaign ROI via targeted segmentation, 100% compliance assurance with regulatory requirements, and 25% increase in client engagement rates through personalized content delivery.