Case Study Industry: Heavy Equipment Manufacturing

AI CRM for Heavy Manufacturing

Key Business Outcomes

42% Increase

In lead-to-close conversion rates within the first 6 months.

$400,000 Saved

Annually by completely eliminating Salesforce licensing fees.

$2.1M Generated

In new spare-parts revenue driven directly by automated IoT upsell alerts.

The Challenge

Our client, a $500M manufacturer of industrial mining equipment, was losing market share due to a fragmented sales process. Their sales team of 150 engineers was using legacy spreadsheets and a bloated, highly customized Salesforce instance that was incredibly slow and expensive to maintain ($400,000/yr in licensing).

Because the sales cycle for mining equipment averages 18 months, reps were failing to follow up at the exact right moment. Furthermore, the sales team had no visibility into post-sale machine telemetry (IoT data), meaning they were completely missing out on lucrative spare-parts upselling opportunities when a machine was nearing a maintenance cycle.

Our Technical Solution

Vanavya Tech engineered a Custom AI-Driven CRM from the ground up, entirely eliminating the client's dependency on Salesforce.

We built a blazing-fast React frontend tailored specifically for field sales engineers, featuring offline capabilities for when they are deep inside mining sites with no cell service. The core innovation was the AI integration. We ingested historical sales data into a custom Machine Learning model to create a "Predictive Lead Scoring" engine. The CRM now automatically ranks the pipeline, telling the sales rep exactly which client is mathematically most likely to buy this week.

Secondly, we integrated the CRM directly with the client's IIoT (Industrial IoT) database. When a sensor on an excavator detects high vibration (indicating an imminent part failure), the CRM automatically generates a "High Priority Upsell" task for the account manager, pre-populating an email quote for the replacement part.

System Architecture

graph TD; A[IoT Sensors on Excavators] -->|MQTT| B(AWS IoT Core); B --> C[(Time-Series DB)]; C --> D{Python AI Engine}; E[Historical Sales Data] --> D; D -->|Predictive Score| F[PostgreSQL CRM DB]; F -->|REST API| G[React Web Dashboard]; F -->|GraphQL| H[React Native Mobile App]; H -.->|Offline Sync| F;

Technical FAQs

How did you handle the migration from Salesforce?

Data integrity was our primary concern. We utilized Salesforce Bulk APIs to extract 15 years of historical Account, Contact, and Opportunity data, ran it through a custom Python ETL (Extract, Transform, Load) script to clean duplicates, and safely migrated it to the new PostgreSQL database with zero data loss.

How does the mobile app work offline at mining sites?

We utilized an "Offline-First" architecture using SQLite on the device. When a rep goes offline, they can still view client history, log meeting notes, and create quotes. The app securely queues these actions locally and automatically syncs them to the cloud the moment the device reconnects to a 4G or WiFi network.