Industry
Products
Client Overview
Dynavac India Pvt Ltd is a leading manufacturer of industrial and commercial cleaning equipment and dust collection systems serving industries across India.
Founded in 1989, Dynavac operates across multiple locations and supports both B2B and B2C operations.
As operations expanded across sales, service, installation, and customer support teams, Dynavac required a centralized Salesforce ecosystem capable of improving operational efficiency, sales visibility, service coordination, and field workforce management.
Business Challenges
Dynavac faced operational challenges across sales workflows, quotation management, service coordination, and technician scheduling as business operations scaled.
Lead management lacked visibility, resulting in slower sales cycles and inefficient quotation and approval processes. Collaboration between sales, pricing, service, and installation teams was fragmented, creating delays in proposal generation and order processing.
Field service operations relied heavily on spreadsheets for managing work orders, technician availability, and service requests, leading to scheduling inefficiencies and limited operational visibility.
Technicians also lacked centralized access to customer history, warranties, and asset information, making service execution and support management increasingly difficult.
Dynavac required a unified Salesforce ecosystem to streamline sales operations, field service coordination, technician scheduling, customer visibility, and operational reporting.
Salesforce Solution Delivered
Innovalley conducted detailed discovery sessions with Dynavac business teams to understand existing workflows, operational bottlenecks, and business requirements across sales and service operations.
The Salesforce ecosystem was modernized through Sales Cloud, Service Cloud, and Field Service Lightning implementation, enabling centralized operational visibility, workflow automation, and scalable service management.
The solution focused on improving lead management, quotation workflows, field service coordination, technician productivity, and customer service visibility.
Salesforce Ecosystem & Business Outcomes
Unified Sales & Field Service Workflow
Sales Teams → Salesforce Sales Cloud → Service Cloud → Field Service Lightning → Technicians & Dispatchers
The integrated Salesforce ecosystem centralized sales operations, service coordination, technician scheduling, customer visibility, and management reporting into a scalable operational platform.
Operational Improvements Achieved
Improved Sales Coordination
Faster Quote & Order Processing
Improved Resource Visibility
Faster Service Response
Enhanced Technician Productivity
Centralized Operational Visibility
Modernize Manufacturing Operations with Salesforce
Streamline sales workflows, service operations, field workforce management, and customer visibility through scalable Salesforce solutions built for manufacturing businesses.