01
Business Challenge
Siloed customer data across three different legacy systems resulted in poor customer service and lost sales opportunities.
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Enterprise CRMFinServe Financial
Salesforce LWCCustomization
Consolidated legacy CRM systems into a unified Salesforce Sales & Service Cloud environment.
10M+ rows
Data Unified
+40%
Agent Efficiency
+15%
Sales Conversion
99.9%
System Uptime
02
Akechi Approach
Executed a complex data migration to Salesforce, implementing custom Lightning Web Components for tailored workflows.
03
Measured Outcome
Achieved a unified 360-degree customer view, significantly improving agent response times and sales conversion.
Technical Architecture
A disciplined stack, built around the work.
The reference page feels premium because every technology has a purpose. This portfolio template does the same: grouped systems, clear roles, and compact proof.
CRM Core
Unified Salesforce Sales and Service Cloud setup with role-specific business flows.
SalesforceSales CloudService CloudPermissions
Custom Experience
Lightning Web Components and Apex logic shaped around the client service journey.
LWCApexSOQLValidation rules
Integration Fabric
Data movement and process integration across legacy CRM, ERP, and reporting systems.
MuleSoftAPIsData migrationReconciliation
Technology Stack
SalesforceApexLWCMuleSoft
Akechi Capabilities
What we delivered, organized like an enterprise solution.
Each capability is scoped, named, and tied to the project outcome so the page reads as proof of execution, not a loose gallery.
Data Consolidation
Merged fragmented customer records into a governed 360-degree account view.
MigrationData QualityCRM
Custom LWC Workflows
Built fast interfaces for agents to act without jumping across disconnected screens.
LWCAgent UXWorkflow
Sales Process Automation
Automated routing, follow-ups, and service triggers across the customer lifecycle.
AutomationSalesService
Enterprise Integration
Connected Salesforce with downstream systems through API and middleware patterns.
MuleSoftAPIERP
Solution Proof
Problem, response, result without visual noise.
This mirrors the clarity of the reference page while keeping the Akechi data and brand voice intact.
Customer Fragmentation
Problem
Three legacy systems created inconsistent customer records and poor service context.
Akechi Response
Akechi unified records into Salesforce with reconciliation and governance rules.
Result
10M+ rows were migrated into a single customer view.
Agent Friction
Problem
Teams spent time navigating disconnected tools instead of resolving customer needs.
Akechi Response
We developed LWC interfaces tailored to agent workflows and approvals.
Result
Agent efficiency improved by 40%.
Sales Visibility
Problem
Leadership lacked reliable pipeline visibility and conversion signals.
Akechi Response
We implemented dashboards, automation, and standardized opportunity stages.
Result
Sales conversion improved by 15%.
Delivery Framework
A controlled path from discovery to adoption.
The phase model keeps the page dense and scannable while showing clients how Akechi manages risk.
01
Map
Document data sources, user roles, journeys, and existing CRM friction.
02
Migrate
Clean, migrate, and reconcile records with validation and rollback plans.
03
Customize
Build LWC and Apex workflows aligned to real sales and service patterns.
04
Integrate
Connect Salesforce with legacy systems, middleware, and reporting layers.
05
Adopt
Train teams, monitor adoption, and refine workflows after launch.
AI & Automation Highlights
Smart systems, measured by operational impact.
This section gives the Azure-style technical confidence without changing the Akechi palette or overloading the page with decoration.
Lead Routing Automation
Rules moved qualified leads to the right team with less manual coordination.
+15% conversion
Service Context
Agents saw customer history and actions in one place instead of searching tools.
+40% efficiency
Data Governance
Validation and reconciliation routines kept migrated records accurate post-launch.
99.9% uptime
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