Digitizing the HVAC Industry with Salesforce and Cloudality's AI Readiness Assessment

The HVAC Industry's Growing Complexity

In today’s dynamic market, HVAC companies are no longer just manufacturers or service providers. Many are fully integrated organizations that manufacture, distribute, install, and maintain HVAC systems. This end-to-end responsibility requires not only operational excellence but also agile, data-driven decision-making to meet rising customer expectations and market demands.

Based on the latest reports we have learned the global HVAC market is on a rapid growth trajectory, projected to expand at a 7.4% CAGR from 2024 to 2030. By 2030, the market is expected to reach a staggering $382.66 billion! In the U.S. alone, the market will hit $35.8 billion by 2030, sharing the same growth rate. This expansion is driven by rising demand for energy-efficient systems and smart HVAC technology.

Despite these great opportunities, we continue to see challenges such as siloed operations, disconnected customer data, unpredictable service schedules, and inefficient dealer networks and collaboration, which can hinder profitability and growth. Our goal is to help you overcome these obstacles with technology and enablement, because we have the experience to guide you through these changes.

What about regulatory changes? We are also seeing the industry steering towards far greater levels of sustainability. Starting in 2025, HVAC systems will transition to low Global Warming Potential (GWP) refrigerants like R-32 amongst other key areas:

• Energy efficiency remains a top priority, influencing 61% of home buyers’ decisions.

• The HVAC technician shortage is expected to reach 225,000 by 2025.

• HVAC repair spending is projected to surpass $10 billion annually by 2025.

Why Cloudality is Focused on Salesforce as a Strategic Partner

At Cloudality, we’re laser-focused on Salesforce because it is the industry leader in customer relationship management (CRM), Data, AI and digital transformation solutions. Here's why Salesforce is at the core of our strategy for HVAC and manufacturing clients:

1. Manufacturing-Specific Innovations: Salesforce has made deep investments into industry solutions like Manufacturing Cloud, designed to help manufacturers manage sales agreements, forecasts, and partner relationships more effectively.

2. Scalability and Customization: Salesforce’s modular, cloud-based ecosystem scales effortlessly, whether our clients are mid-sized HVAC companies or global Fortune 500 manufacturers. Its ability to integrate with ERP systems, IoT platforms, and third-party tools make it a natural choice for complex operations and a single view of your customer and business partners.

3. AI and Data-First Architecture: Salesforce’s native AI capabilities (via Agentforce) Tableau and Data Cloud allow for advanced analytics, machine learning, and hyper-personalization—aligning perfectly with Cloudality’s AI Assessment and AI implementation services.

4. Customer-Centric Vision: Salesforce’s commitment to putting the customer at the center mirrors Cloudality’s philosophy. Together, we help HVAC companies deliver more meaningful, data-driven customer and partner interactions.

5. We know how to deliver:  Successful projects and client satisfaction underpin the experience - we are guides, experts and fun to work with. 

   
   

💡Example Use Cases for consideration:

Use Case 1:  Integrated Service Management A company that manufactures HVAC units, distributes them to partners, and also provides installation and maintenance can use Salesforce Field Service to:

• Automatically schedule and dispatch technicians based on skills, location, and customer SLAs.

• Track installed equipment and service history in real-time, ensuring technicians arrive informed and equipped.

• Empower field reps to upsell or recommend maintenance contracts based on AI-driven insights from customer and asset data.

Use Case 2:  Dealer & Distributor Enablement An HVAC firm with a dealer/distributor network can leverage Salesforce Experience Cloud to:

• Provide a self-service portal where distributors and dealers can view pricing, submit orders, track inventory, and access training or marketing materials.

• Enable direct communication between the manufacturer and distributors for faster issue resolution and stronger relationships.

• Use AI to suggest optimal reorder points or bundled promotions based on sales history and seasonal demand.

Use Case 3:  Agentforce AI agent - An HVAC firm with a dealer/distributor network

Dealer Onboarding & Training Agent

• Automates dealer onboarding with interactive AI-driven training modules on products, services, and best practices.

• Provides real-time answers to dealer questions about product specs, installation guidelines, and warranty policies.

• Tracks dealer engagement and suggests additional training resources based on performance.

Where Cloudality Comes In: The AI Readiness Assessment

While Salesforce is a powerful platform, the true differentiator lies in how HVAC companies are thinking about integrating AI into their operations. That’s where Cloudality’s AI Readiness Assessment can help make some informed decisions.

Our assessment helps HVAC companies:

• Identify AI Opportunities: Uncover which processes, from predictive maintenance to demand forecasting, can benefit most from AI.

• Align AI to Business Goals: Ensure AI adoption drives measurable outcomes, like improved service SLAs, inventory optimization, and increased customer satisfaction.

• Create a Tailored Roadmap: Develop a phased AI strategy integrated directly into Salesforce workflows.

Why Salesforce + Cloudality

Cloudality and Salesforce together deliver the perfect synergy of world-class CRM and industry-tailored solutions for HVAC companies. While Salesforce provides the digital backbone—connecting sales, service, and operations across manufacturing, distribution, and field service—Cloudality amplifies this impact with Marketing, B2B focus and AI-powered insights, automation, and personalized strategies. From predictive service and streamlined partner portals to data-driven forecasting and AI-optimized workflows, our partnership ensures HVAC businesses can drive operational excellence, reduce costs, and deliver exceptional customer and partner experiences at scale.

We have extensive experience working in this industry sector and we bring the right people while Salesforce brings the platform—together, we future-proof your HVAC business.

Want to ensure your HVAC business is ready for the future?  Reach out to Cloudality today to arrange your AI Readiness Assessment. Alternatively, we'd love to hear about your current goals and plans, and explore how we could help you achieve them faster in 2025.