Custom Developed Marketing Module
We developed a Marketing Module that functions as a comprehensive Customer Management System, enabling users to manage client companies, contact persons, and marketing campaigns efficiently. The system allows users to record all client interactions across various communication channels such as LinkedIn and Email, and to create targeted campaigns for bulk email communication. It also features duplicate record detection and merging, ensuring data accuracy and preventing redundancy. The module helps marketing teams maintain an organized database, track customer engagement activities, and automate campaign scheduling for improved outreach efficiency.
Client Overview
an IT solutions and consulting company specializing in Apps Development, IT Services, and IT Consulting. This was an in-house project developed to streamline internal marketing and customer management operations.
Technical Stack
Industry
Information Technology & Services
Region
Maharashtra, India
Project-size
Non-Disclosable
Company size
Large scale company
Implementation Highlights
Customer & Company Management: Users can add and manage client company information and contact person details.
Activity Tracking: Allows users to log interactions across channels such as LinkedIn, Email, and Calls for better follow-up management.
Campaign Management: Supports creating and sending bulk email campaigns to client lists.
Duplicate Record Handling: A built-in mechanism to identify and merge duplicate company or contact records, maintaining clean data.
Custom Scheduler: Automatically manages the delay interval between email sends to prevent spam detection and ensure smooth delivery.
Data Relationships: Established header-line relationships between core objects for relational data handling.
I Frame Integration: Used to fetch related records dynamically from multiple data lists based on parent IDs.
Challenges & Solutions
Managing duplicate client and contact data across multiple imports.
Solution: Implemented a duplicate detection and merge logic based on company name, email, and contact number using BeanShell scripts.
Sending bulk emails without server overload or spam flagging.
Solution: Developed a custom scheduling module to delay each email by a defined interval, ensuring proper mail queue management.
Relating different entities like campaigns, companies, and contacts seamlessly.
Solution: Defined header-line relationships in Joget and used iframes to dynamically display related lists for quick navigation.
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8+
Years of Business
Experience
100+
Happy
Customers
15+
Countries with
Happy Customers
100+
Agile enabled
employees
Results & Impact
- Centralized management of client and campaign data in a single platform.
- Improved marketing team productivity through automated campaign scheduling.
- Enhanced data quality and reliability via duplicate detection and merging.
- Provided a clear 360° view of client interactions and engagement activities.
- Enabled quick access to client and campaign insights, improving follow-up accuracy.
Key Learnings & Next Steps
- Effective CRM operations rely heavily on accurate data cleansing, deduplication, and well-defined data relationships to ensure reliable reporting and tracking.
- Implementing custom schedulers enhances control over automated communication flows, improving overall system efficiency.
- Expand CRM capabilities by adding campaign analytics, lead scoring with segmentation, and integrations with external CRM and social media APIs to enable multi-channel outreach.
