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Personalized Marketing Automation Platform Integration

innowise.com

Information technology

Business services

Advertising & marketing

Challenge

The company currently lacks a robust system for managing and automating personalized marketing campaigns. Data collection through website forms is not effectively leveraged for targeted communication, leading to missed opportunities for customer engagement and potential revenue growth. Manual processes are inefficient and prone to errors.

About the Client

International full-cycle software development company providing software solutions to professionals worldwide.

Objectives

Implement a system to collect and manage customer data from website forms.
Automate the sending of personalized marketing materials based on collected data and defined triggers.
Improve customer engagement through targeted and relevant communications.
Increase conversion rates via personalized messaging.
Streamline marketing processes and reduce manual effort.

Functional Requirements

Data capture from website forms (e.g., contact information, interests).
Customer segmentation based on form data and other criteria.
Automated email/message campaign creation and scheduling.
Personalized content insertion within marketing materials.
A/B testing capabilities for campaign optimization.
Performance reporting and analytics (e.g., open rates, click-through rates, conversion rates).
Consent management for GDPR/CCPA compliance.

Preferred Technologies

Existing Innowise platform integration

API-driven architecture

Cloud-based infrastructure

Scalable database solution

Integrations Required

CRM system (e.g., Salesforce, HubSpot)
Email service provider (e.g., SendGrid, Mailchimp)
Website form platform (e.g., Gravity Forms, Typeform)

Key Non-Functional Requirements

Scalability to handle a growing volume of data and campaigns.
High availability and reliability.
Data security and privacy compliance (GDPR, CCPA).
Performance optimization for rapid campaign deployment.
User-friendly interface for campaign management.

Expected Business Impact

Implementation of this personalized marketing automation platform is expected to result in increased lead generation, improved customer retention, higher conversion rates, and enhanced ROI on marketing investments. Automation will also free up marketing resources to focus on more strategic initiatives.