How a Valve Manufacturer Connected Sales, Marketing, and Engineering With a Unified Salesforce Platform

A global valve and pump manufacturer needed better visibility into orders, customer activity, and engineering requests. Their teams were working from siloed systems that made it difficult to track opportunities, manage custom pump designs, or deliver personalized communication to customers. Blackmore modernized their sales and marketing stack, integrating Salesforce with critical manufacturing and engineering tools to create a fully connected, data-driven workflow.

Manufacturing

Industry: Manufacturing / Industrial

Products Used: Sales Cloud, Marketing Cloud, Custom Development, Global Shop ERP

Challenge

The company relied heavily on Global Shop ERP and a proprietary pump design application, but neither system communicated with Salesforce or with each other. Sales reps had limited visibility into customer order history, shipment status, or product performance - forcing them to request information manually from operations. Engineering teams struggled to track custom pump designs tied to active opportunities, slowing down quoting and elongating the sales cycle.

Marketing faced a separate challenge: without unified customer data, they couldn’t deliver targeted email campaigns or provide timely updates to distributors and customers. The lack of integrated systems resulted in slow follow-up, fragmented communication, and missed growth opportunities across global accounts.

Solution

Blackmore implemented Sales Cloud as the centralized hub for customer and opportunity management, integrating it directly with Global Shop ERP so sales teams could access order history, tracking details, and customer-specific insights in real time. Custom development connected Salesforce to the company’s pump design software, enabling engineering to attach design specs, revisions, and calculations directly to opportunities - bringing clarity to complex, engineered-to-order deals.

Marketing Cloud was deployed to support personalized communication across the sales cycle, from new inquiries to order updates and post-purchase engagement. With clean, synchronized data flowing from ERP to Salesforce and into Marketing Cloud, the company gained the ability to automate communications, segment customers, and track engagement across global markets.

Impact

Sales teams now operate with complete visibility into each customer’s order history, status, and purchasing patterns—reducing manual inquiries and strengthening client relationships. Engineering gains a unified view of custom pump design requests, speeding up quoting and improving collaboration with sales.

Marketing Cloud provides automated, branded communication that keeps customers informed at every stage. With a fully integrated ecosystem linking Salesforce, ERP, and design systems, the manufacturer now delivers faster response times, more accurate quoting, and a consistent, data-driven customer experience. The result is a stronger sales process, more efficient operations, and increased capacity to scale in competitive global markets.