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Retail & E-commerce

Consolidated CRM and Workflow Automation for Multi-National Retailer

Migrated 5 disparate, country-specific CRM systems into a unified, AI-enhanced Salesforce instance with integrated reporting.

Completed: 9/1/2024
Consolidated CRM and Workflow Automation for Multi-National Retailer hero

🎯 Project Scope

Deep data cleansing, schema design, custom LWC component development, and creation of 40+ automated marketing and sales workflows.

⛰️ The Challenge

Lack of a single customer view and non-standardized sales processes across regions hindered targeted marketing and accurate forecasting.

🛠️ The Hanva Solution

Implemented a centralized data warehouse feeding into a master Salesforce org, leveraging AI agents for lead scoring and data enrichment.

Key Technologies & Architecture

  • Salesforce
  • Informatica
  • Python
  • Tableau
  • AWS S3