Accelerating Merchant Intelligence with Salesforce Data Cloud

A US-based fintech leader unified fragmented merchant data across multiple Salesforce ORGs and business units into a single, trusted Merchant 360 view. Myridius built the platform on Salesforce Data Cloud, integrated disparate sources through MuleSoft, and activated whitespace intelligence in CRM Analytics, delivering real-time pipeline visibility, doubling brand engagement, and improving relationship manager productivity by 30 percent.

Key Outcomes

• 360-degree single customer view achieved, with unified merchant visibility across touchpoints and business units.
• 2x brand engagement uplift through insights that accelerated merchant engagement and partnership effectiveness.
• 30 percent productivity improvement from automated insights and proactive tasking.

Overview

A US-based fintech leader needed to turn fragmented merchant data into a single source of truth. Merchant information was scattered across multiple Salesforce ORGs and business units, which limited pipeline visibility, slowed cross-sell execution, and made consolidated brand performance reporting difficult. Myridius built a unified merchant intelligence platform on Salesforce Data Cloud, integrating disparate sources through MuleSoft to deliver governed identity resolution, actionable dashboards, and automated actions. A 25-person agile team delivered the program in six months and transitioned into managed services for sustained adoption.

Client Context

The client is a US-based fintech leader operating across the financial services and fintech sector. Its commercial model depends on managing and growing relationships across a large portfolio of merchants spread over multiple business units. In that model, merchant data is not back-office record keeping. It is the raw material for pipeline visibility, cross-sell execution, and brand performance reporting, and the quality of that data shapes how effectively relationship managers can target and grow the portfolio.

The Challenge

Merchant data was fragmented across multiple Salesforce ORGs and business units, limiting pipeline visibility, cross-sell execution, and consolidated brand performance reporting. Leadership needed a single, trusted merchant view with whitespace intelligence to target relationship management, standardize insights, and drive portfolio-wide revenue expansion.

Transformation Goals

Three priorities anchored the engagement, each tied directly to a business outcome rather than a purely technical milestone.

• Consolidate merchant data across ORGs and business units into a unified Customer 360 view.
• Deliver real-time pipeline visibility and brand performance dashboards for senior leadership.
• Enable intelligent cross-selling via automated whitespace identification and calculated insights.

The Solution

Myridius built a unified merchant intelligence platform on Salesforce Data Cloud, integrating disparate sources through MuleSoft to deliver governed identity resolution, actionable dashboards, and automated actions. A 25-person agile team delivered the program in six months and transitioned into managed services for sustained adoption.

• Unified data foundation: Implemented Data Cloud across multiple ORGs to standardize identity governance and consolidate merchant profiles.
• Merchant 360 dashboards: Delivered CRM Analytics views for product penetration, pipeline, and brand performance, including automated task creation.
• Revenue expansion engine: Activated calculated insights to identify whitespace and trigger targeted cross-sell opportunities.

Business Outcome

The program unified fragmented merchant data into a single, trusted view and turned that foundation into measurable gains in engagement and productivity.

The result:

• 360-degree single customer view achieved: Unified merchant visibility across touchpoints and business units.
• 2x brand engagement uplift: Insights accelerated merchant engagement and partnership effectiveness.
• 30 percent productivity improvement: Automated insights and proactive tasking increased relationship manager efficiency.

Technology Stack

What's Next

If your organization manages merchant or customer relationships across multiple Salesforce ORGs and business units and needs a single, trusted view to drive pipeline visibility and cross-sell, Myridius can help you build the unified data foundation and the operating model that turns fragmented data into portfolio-wide revenue expansion.

Talk to a Myridius expert and send us a message at Digital Transformation Solution Provider | Contact Myridius.