Salesforce Sales, Service & Marketing Cloud Transformation
From Fragmented Execution to Connected Growth
A leading US tile and stone manufacturer partnered with Myridius to modernize sales, service, and marketing operations that were heavily manual and disconnected.
By implementing Salesforce Sales Cloud, Service Cloud, Marketing Cloud Engagement, and real-time Shopify integration, the organization replaced
Excel-driven workflows with a unified Customer360 delivering faster response times, improved conversion velocity, and scalable, personalized engagement
across channels.
Manufacturing
Employee Count
50+
Myridius Service Offering
Salesforce Marketing Cloud, Sales Cloud, Service Cloud
Scaling Growth Without Losing Momentum
Edward Martin is a US-based tile and stone manufacturer serving both B2B and B2C customers across a competitive building materials market.
As demand increased, customer-facing operations struggled to keep pace. Sales inquiries were managed manually, service responses varied by team, and marketing lacked the data foundation needed to personalize engagement at scale. Leadership had limited visibility into pipeline health, customer activity, and post-purchase status making forecasting and prioritization increasingly difficult.
The challenge wasn’t just growth. It was maintaining SPEED, CONSISTENCY & VISIBILITY as the business expanded.
From Manual Friction to Measurable Impact
Rather than separating “the challenge” and “the results,” this engagement is best understood by looking at what fundamentally changed across core operational areas.
|
Operational Area |
Before Myridius |
After Myridius |
|
Sales inquiry handling |
Manual, paper-based applications with long delays |
Automated lead capture, routing, and tracking in Salesforce |
|
Response times |
Extended, inconsistent approval cycles |
28% faster response times |
|
Pipeline visibility |
Fragmented, incomplete dealer data |
Unified Customer 360 with real-time pipeline insights |
|
Lead-to-conversion cycle |
Frequent outages and scalability limits |
25% reduction in lead-to-conversion time |
|
Marketing engagement |
Dependent on connectivity |
40% increase in email engagement |
|
Customer retention |
High volume of manual inquiries |
20% improvement in customer retention |
|
Order visibility |
Reactive, data-lagged |
Real-time order status visible in Salesforce |
|
Cross-team collaboration |
Disconnected Sales, Service, and Marketing |
Aligned execution across all customer touchpoints |
Why Myridius? A Partner for Connected Execution
Edward Martin selected Myridius because they needed more than a Salesforce implementation. They needed a partner who understood how fragmented customer journeys quietly erode growth.
Myridius brought
-
Deep experience modernizing manufacturing and building materials operations
-
Proven Salesforce architecture across Sales, Service, and Marketing Clouds
-
Strong integration capabilities connecting commerce, CRM, and analytics
-
An outcome-driven delivery approach focused on speed, visibility, and scalability
Rather than digitizing existing inefficiencies, Myridius redesigned the end-to-end customer lifecycle.
A Unified Salesforce Customer 360
Myridius delivered a Salesforce-led transformation designed to connect inquiry, engagement, fulfillment, and insight
across the organization.
Where Sales, Service, and Marketing Became One System
Myridius Delivered
Sales & Service Enablement
Sales Cloud and Service Cloud were configured to standardize lead, opportunity, product, and pricing workflows while enabling faster service resolution through cases, knowledge articles, Service Console, and Service Voice.
Commerce & Data Integration
A REST API integration with Shopify enabled automatic creation of leads, accounts, opportunities, and orders in Salesforce delivering real-time order status visibility and eliminating post-purchase blind spots.
Marketing Automation & Personalization
Marketing Cloud Engagement powered automated welcome journeys, purchase follow-ups, and loyalty programs. Data Cloud unified B2B and B2C profiles, while Einstein AI enabled relevant product recommendations and personalized messaging at scale.
Leadership Analytics
Tableau dashboards
centralized sales, service, and marketing insights giving leadership a real-time view of pipeline health, engagement, and performance.
From Inquiry to Insight
When a customer submits an inquiry, Salesforce automatically captures and routes the lead. Customer and order data sync in real time from Shopify, giving Sales and Service teams full context. Marketing Cloud triggers personalized journeys based on behavior and purchase status. Leadership monitors performance through centralized dashboards, turning every interaction into
actionable insight.
Technical Debt Paralysis
Years of accumulated complexity made even minor updates risky and time-consuming
Performance Degradation
Page load times suffered during high-traffic events, directly impacting user experience and conversion rates
Scalability Ceiling
Traffic spikes caused system slowdowns despite significant infrastructure investment
Development Bottleneck
Creating new features or components takes days per element. This throttled their marketing agility, limiting the ability to maintain reusable components and slowing parallel development
Accessibility Gaps
Creating new features or components takes days per element. This throttled their marketing agility, limiting the ability to maintain reusable components and slowing parallel development
Edge-first block-based architecture for maximum performance
Serverless middleware (AWS Lambda, API Gateway)
Intelligent caching layer (AWS CloudFront, S3 preloading)
Multi-environment deployment (Latest, Stage, Production)
Enterprise-grade security (AWS Secrets Manager integration)
1
Cursor AI Development Assistant integrated into developer workflows enabled component generation with automated documentation
2
Natural language-driven component generation by prompt-driven engineering
3
Intelligent code scaffolding aligned to organizational standards
4
Automated testing and documentation generation along with continuous quality enforcement and pattern consistency
Enterprise coding standards
Responsive design patterns
Security best practices
Testing frameworks
1
70-80% reduction in defect resolution effort
2
Fewer regression issues in production
3
Accelerated QA cycles with standardized EDS development templates
4
Reduced code review overhead & Consistent user experience across all properties
Lambda function scaffolding with proper error handling
AWS Secrets Manager integration for credential management
API Gateway routing configurations
Cron job setups for cache pre-warming
Edge compute functions for personalization
Custom business logic & user experience optimization
Architectural decisions & system design
Complex problem-solving & innovation
Strategic feature development
Enterprise Responsiveness at Scale
This transformation delivered more than operational efficiency.
-
Customers receive faster, more consistent responses
-
Sales teams convert opportunities with greater confidence
-
Marketing scales personalization without manual effort
-
Service teams resolve issues with full customer context
-
Leadership makes decisions backed by real-time data
Most importantly, the business gained the ability to grow without losing control.
Key Success Factors
| Standards-First Approach |
| Training AI with organizational standards ensured consistency without manual enforcement backed by automated validation workflows and strengthened enterprise modernization efforts. |
| Iterative Refinement |
| Continuous feedback loops improved AI output quality over time. |
| Measurable Outcomes |
| Clear metrics tracked efficiency gains and business impact across high-traffic digital platforms supported by generative AI workflows. |
| Hybrid Expertise |
| Human architects guided strategy while AI accelerated execution. |
| Strategic AI Integration |
| AI wasn't bolted on—it was architected into the development workflow from day one. |
Looking Forward
The Competitive Advantage
This transformation wasn't just about migrating technology—it was about establishing a new operating model where -
| Speed becomes a strategic weapon |
| Quality scales automatically |
| Innovation capacity multiplies |
| Technical debt stops accumulating |
| Developer talent focuses on differentiation |
As AI-assisted development matures, the efficiency gains compound, creating widening competitive moats for organizations that embrace this methodology early.
Operational Confidence at Scale
In manufacturing and building materials, growth is often constrained not by demand but by disconnected systems and manual execution.
This case demonstrates how modernizing Sales, Service, and Marketing on a unified Salesforce foundation can turn operational complexity into a competitive advantage.
If your organization is managing customer engagement across disconnected systems or struggling to scale personalization and visibility. Myridius can help you unify, automate, and grow with confidence.
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