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Salesforce Sales & Service Transformation for Dynavac

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0 Hrs
Operational Visibility
0 %
Centralized Support
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0 Hrs
Operational Visibility
0 %
Centralized Support
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Industry
Manufacturing
Products
Sales Cloud, Service Cloud & Field Service
MANUFACTURING

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.

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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.

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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.

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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.

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Operational Improvements Achieved

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Improved Sales Coordination

Centralized collaboration between sales teams, pricing teams, and management reduced delays in quotation approvals and proposal submissions.
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Faster Quote & Order Processing

Dynamic pricing workflows and approval automation streamlined lead to cash processes and improved operational efficiency.
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Improved Resource Visibility

Management gained real time visibility into technician availability, allocated resources, and forecasted service requirements.
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Faster Service Response

Automated scheduling workflows and centralized service visibility reduced service response times and improved customer support coordination.
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Enhanced Technician Productivity

Mobile access to customer history, assets, warranties, and work orders improved field technician efficiency and service quality.
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Centralized Operational Visibility

Sales, service, installation, and management teams gained centralized access to operational workflows, reporting dashboards, and customer 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.

Inno Valley Works delivers expert Salesforce consulting, implementation, and managed services to help businesses optimize processes, improve customer experiences, and drive digital growth.

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