Onboarding Commerce Data In A Manufacturing Company's CRM System

The CRM platform aims at providing customer-related information to agents to resolve customer concerns. Currently, our stakeholders need to review commerce data through multiple platforms (order management, shipping management, etc.) and a Tableau which can take time to load. In this project, I created a design to onboard customer commerce data into our CRM, which enables agents to quickly access all answers within one application, thus saving more time and agent labor.