Dynamic EcoHome Scales 10x by Unifying the Sales Journey on Agentforce
Dynamic EcoHome cuts proposal generation time by 99% and doubles rep capacity by consolidating operations onto a single, intelligent platform.
Summary
Dynamic EcoHome, a rapidly expanding home efficiency provider, needed their operations to keep pace with their momentum. As the business grew, a mix of spreadsheets and apps that once worked began to limit what the team could accomplish. By unifying their entire revenue cycle on Agentforce Sales and Field Service, they eliminated data silos and automated manual work, empowering a human-centric, agent-assisted workflow that drove a 10x increase in monthly job volume.
About
Dynamic EcoHome is a Texas-based home efficiency company on a mission to help homeowners take control of their energy use. Whether it’s solar, HVAC, windows, or insulation, they provide comprehensive whole-home enhancements to deliver lasting value to homeowners.
Salesforce products used
The Results
10
x
Increase in monthly job volume (25 to 250+)
99
%
Reduction in proposal generation time (30 mins to 15 secs)
2
x
Increase in daily appointment capacity per rep
The Challenge for Dynamic EcoHome
Dynamic EcoHome has a unique vision in the home energy industry: to make all homes energy efficient. Their holistic model that addresses not only energy inefficiency, like old windows and failing HVAC systems, but also technologies to help newer homes such as solar power and whole-home batteries that can relieve stress on the power grid and help during outages. This approach aims to improve comfort, lower energy use, and bring lasting value to the people they serve. However, while their business model was revolutionary, they needed to improve their operational infrastructure to move their business into the future.
When the company was first founded in 2017, they relied on a patchwork of disconnected systems. The sales team struggled with navigating Google Sheets, Excel, SmartSheets, and data on their personal cell phones to manage sales processes. This created a disjointed experience for both the sales team and customers. Sales reps had to check three different places just to get an appointment, which slowed down the entire process.
“Speed is key for sales,” said Justin Gift, Director of Inside Sales at Dynamic EcoHome. “But our reps had to check three different places just to get an appointment. It wasn’t that the individual tools were bad, but jumping between them slowed everything down.”
Their potential was also capped by physical limits. A rep could only handle one or two appointments a day because of inefficient routing and the administrative burden. To achieve their goal of becoming the largest home solutions provider in Texas, Dynamic EcoHome needed to build a unified central nervous system for their revenue team.
Before, we were juggling multiple third-party tools just to keep our processes running. Now, everything we need lives in one platform, giving us complete visibility and making us far more efficient and scalable.”
Justin GiftDirector of Sales Ops, Dynamic EcoHome
How Salesforce Helps Dynamic EcoHome
Unifying Humans and Data for Limitless Selling
To break through their growth ceiling, Dynamic EcoHome committed to a radical consolidation. They replaced their fragmented tech stack with Agentforce Sales and Field Service, bringing every employee — from inside sales to field installers — onto a single, shared platform.
Agentforce Sales integrates directly with existing sales workflows and data
The transformation began by unifying the data foundation. Today, when a lead arrives, it is queued by an automated dialer deeply integrated with Agentforce Sales. The system instantly presents the inside sales rep with a 360-degree view of the customer, eliminating the need to hunt for information. Once qualified, that data flows seamlessly to the field team without a single manual entry.
“We paired Sales with Field Service so that we could leverage everything inside the sales side while pushing it to the field,” Gift says. “It allows our reps to have everything they need in the most seamless way possible.”
Automation acts as a force multiplier for the sales team
Dynamic EcoHome utilized the platform’s automation capabilities to remove friction from the deal cycle. Previously, generating a complex proposal could take 30+ minutes for a seller while the homeowner’s interest waned. Now, an intelligent flow within Salesforce triggers an API call that builds a complete, accurate proposal in 15 seconds. This automation allows the seller to stay present with the customer, focusing on connection and strategy rather than administrative busywork and ultimately boosting sales.
Slack eliminates the swivel chair effect across the organization
The company also deployed Slack as their Digital HQ, creating a direct line of communication between the office and the field. Dedicated deal channels allow reps to update opportunities, ask questions, and trigger next steps directly from the Slack interface on their mobile devices while at the customer’s house. Slack makes it easy to have everything about the customer at the team’s fingertips, as well as reduces their administrative burden.
"Everything that happens in Slack pushes to Salesforce,” notes Gift. “It used to take 15 to 20 minutes of busywork to alert the right teams after a deal closed. Now, automatic triggers notify the correct departments with a single click. Speed and efficiency are the biggest wins.”
We can now sell 10, 15, or even 20 deals in a single day. There was never a day before where we could sell more than four or five deals in a day. Efficiency is our biggest win.”
Justin GiftDirector of Sales Ops, Dynamic EcoHome
The Salesforce Difference
Since unifying their operations on Salesforce, Dynamic EcoHome has achieved limitless scaling. The metrics tell a story of exponential growth: the company went from completing 25 jobs a month to over 250 — a 10x increase without a proportional increase in headcount.
Scaling operations without scaling complexity
With Field Service optimizing territories, reps have doubled their daily capacity for customer appointments. The platform ensures that sellers are routed efficiently, keeping them in specific territories to minimize drive time and maximize face time with customers. This efficiency is powered by trusted data; because every team member operates from the same source of truth, errors have plummeted, and the customer experience has become seamless.
Creating better forecasting models with Tableau
By connecting Agentforce Sales data to Tableau, Dynamic EcoHome can now forecast every piece of their business from the initial lead to final installation. Thanks to Tableau, they now know exactly how many employees they need to staff to meet demand, relieving stress on their supply chain and their people.
A Single Source of Truth with Data 360
The company’s transformation is fueled by Data 360, which brings all of their data into Agentforce Sales to create a single source of truth. By harmonizing data from every customer interaction, from the first HVAC inquiry to the final installation, Data 360 ensures that every member of the Dynamic EcoHome team has the same real-time context. This eliminates the latency that typically plagues field service operations, allowing the team to anticipate customer needs before they even arise.
Innovating with Premier Success and Sandbox Environments
Dynamic EcoHome isn’t stopping at automation. They are actively preparing for the next phase of the agentic era. With Agentforce Sales Unlimited Edition, the team utilizes two Full Copy Sandboxes to rapidly test and deploy new features to their team, allowing them to move fast. They are currently working with Premier Success experts for guidance and training on new features, as well as to explore how autonomous sales agents can further augment their team. “If you’re not using AI right now, you’re going to fall behind,” Gift asserts. The team is currently using automation from Salesforce to analyze case trends and is building a roadmap to deploy agents that will handle complex lead nurturing and internal orchestration.
Expanding the ecosystem with Partner Cloud
Looking ahead, Dynamic EcoHome plans to launch a Partner Community to improve collaboration with subcontractors, giving them the same level of digital efficiency as their internal employees. By continuing to pioneer on the Salesforce platform, Dynamic EcoHome has transformed into a sophisticated home efficiency provider.
We have a dream to be the biggest company in Texas for our industry. Salesforce provides the scalable platform that supports that rapid growth.”
Justin GiftDirector of Sales Ops, Dynamic EcoHome
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