Salesforce
Salesforce partnered with Hatzs to strengthen its CRM capabilities and deliver a more connected customer experience. The goal was to enhance core workflows, improve data accessibility, and support smarter automation across teams. Through close collaboration and technical expertise, Hatzs helped refine platform functionality and scalability. So Salesforce could smoothen operations, improve customer engagement, and support business growth more effectively.
Salesforce
Development Team: Hatz Dimensions
Project Overview
Salesforce partnered with Hatzs to strengthen its CRM capabilities and deliver a more connected customer experience. The goal was to enhance core workflows, improve data accessibility, and support smarter automation across teams. Through close collaboration and technical expertise, Hatzs helped refine platform functionality and scalability. So Salesforce could smoothen operations, improve customer engagement, and support business growth more effectively.
Project Details
Location
United States
Cooperation Period
12 months
Services Used
What They Needed: A Tech Partner on Board with Their Digital Strategy
Client's Requirements
Customer Data Management: Centralized customer profiles with interaction history, preferences, and activity tracking.
Sales & Workflow Automation: Automated lead management, opportunity tracking, and task workflows to improve productivity.
Marketing & Engagement Tools: Integrated email campaigns, customer journeys, and personalized communication.
Service & Support Management: Case management, omnichannel support, and automated service workflows.
Analytics & Reporting: Real-time dashboards and insights to track performance, customer behavior, and revenue trends.
Our Approach and Our Solution
From the very first day, the Hatz Team worked closely with DJ Cutt to bring their objectives to life. Everything was done through a structured and reliable approach.
Scalable CRM Architecture
At the core of the solution, we reinforced Salesforce's CRM architecture to support complex workflows and large-scale data operations. Intelligent automation was applied to streamline processes and enable smarter decision-making across teams.
Cross-Platform Experience Enablement
To ensure accessibility across devices, we optimized Salesforce experiences for both web and mobile platforms. Real-time synchronization and performance improvements delivered a consistent and responsive user experience.
Intelligent Sales & Lead Management
Through advanced workflow design, we improved lead and opportunity management with automated follow-ups and smart routing. This helped sales teams prioritize leads efficiently and reduce manual effort.
Automated Customer Engagement
By introducing data-driven automation, we enabled personalized customer interactions across email, notifications, and service channels. Engagement remained consistent while adapting to customer behavior.
Enterprise-Grade Cloud Infrastructure
Built within Salesforce's secure cloud ecosystem, the platform was optimized for scalability, reliability, and performance. API enhancements and data optimization ensured smooth operations as usage increased.
User-Centric Experience Design
With a focus on usability, we designed intuitive interfaces and guided workflows that required minimal onboarding. Clear insights and thoughtful design helped teams work faster and more confidently.
Challenges and How We Overcame Them
AI Integration at Scale
Embedding advanced AI capabilities into an enterprise CRM required careful coordination across data, workflows, and security layers. We addressed this by aligning with Salesforce's native AI ecosystem, rolling out features incrementally, and ensuring performance and reliability at every stage.
Ensuring Platform Consistency
Delivering a consistent experience across web and mobile environments presented ongoing challenges as features evolved. We solved this by standardizing core logic, following Salesforce design principles, and implementing continuous testing to maintain feature parity and usability.
Results & Outcomes
Salesforce has strengthened its CRM capabilities, delivering enhanced workflows, improved customer engagement, and supporting long-term business growth through optimized platform functionality.
CRM capabilities
Customer engagement
"Hatzs has been an invaluable partner in strengthening our CRM platform. The enhanced workflows and improved automation have significantly improved our team's productivity and customer engagement. The solution supports our long-term growth objectives perfectly."
Michael Chen
VP of Product, Salesforce
Technology Stack
We leveraged cutting-edge technologies and modern frameworks to build a robust, scalable solution.
Salesforce
Apex
Lightning
React
Node.js
AWS
API Integration
Mobile SDK
Development Process
Scalable CRM Architecture
At the core of the solution, we reinforced Salesforce's CRM architecture to support complex workflows and large-scale data operations. Intelligent automation was applied to streamline processes and enable smarter decision-making across teams.
Cross-Platform Experience Enablement
To ensure accessibility across devices, we optimized Salesforce experiences for both web and mobile platforms. Real-time synchronization and performance improvements delivered a consistent and responsive user experience.
Intelligent Sales & Lead Management
Through advanced workflow design, we improved lead and opportunity management with automated follow-ups and smart routing. This helped sales teams prioritize leads efficiently and reduce manual effort.
Automated Customer Engagement
By introducing data-driven automation, we enabled personalized customer interactions across email, notifications, and service channels. Engagement remained consistent while adapting to customer behavior.
Ready to see what we can do for you?
Let's discuss how we can transform your business with innovative technology solutions.
Let's Connect.png)
