DUOS

• Implementation of Salesforce CPQ to support complex pricing, contracts, and municipal agreements.
• Digitization of data collection and handling of offer requests through Salesforce Forms.
• Empowering the marketing team with Account Engagement to automate email journeys, strengthen B2B communication, and drive targeted engagement.
• DUOS shortlisted for the Clever Content Awards 2026 in the category “Best B2B Content Project”, with DYNACAP included as technical partner.
• Continuous optimization, maintenance, and development through DYNACARE.
• Automated regulation and management of a large volume of municipal contracts, ensuring ongoing compliance and accuracy.

DUOS is a Danish welfare and social services company with 30 years of experience supporting children, youth, and adults with special needs. Headquartered in Valby, Copenhagen, DUOS collaborates with more than 90 municipalities across Denmark. The company delivers a wide range of services, including personal assistance, relief at home, practical help, personal care, and tailored support programs, all characterized by high complexity, strict documentation requirements, and strong demands for transparency and compliance.

DUOS partnered with DYNACAP to modernize and consolidate its commercial and operational processes on a single, scalable Salesforce platform. Operating in a highly regulated welfare context with many stakeholders – including municipalities, citizens, and internal specialists – DUOS needed a solution capable of handling complex pricing structures, contract management, data collection, and communication flows, while maintaining a high level of quality and compliance.

The ambition was not only to implement new technology, but to establish a long-term digital foundation that could evolve alongside DUOS’ services, regulatory requirements, and organizational needs.

• Standardized and compliant processes: Supporting complex municipal agreements and service structures while ensuring documentation and regulatory compliance.
• Operational efficiency: Reducing manual work and streamlining workflows across sales, administration, marketing, and service delivery.
• Improved data quality and transparency: Creating a single source of truth across contracts, pricing, and stakeholder interactions.
• Stronger marketing impact: Enabling data-driven, automated B2B communication towards municipalities and partners.
• Scalable digital foundation: Establishing a platform that supports continuous development rather than one-off implementations.

The transformation journey began with the implementation of Salesforce CPQ, enabling DUOS to manage complex pricing models, service configurations, and municipal contracts in a structured and scalable way. 

This created a strong commercial backbone and significantly improved accuracy and efficiency in quote and contract handling.

To further support operational processes, Salesforce Forms was implemented to digitize data collection and standardize inputs across cases and services, improving data quality, traceability, and reducing manual handling.

On the marketing side, Account Engagement was introduced to support advanced email automations, segmentation, and campaign execution. The solution has enabled the marketing team to deliver relevant, targeted B2B content to municipalities and other stakeholders at scale, while strengthening alignment between marketing activities and overall business objectives. 

The effectiveness of this setup was reflected in DUOS being shortlisted for the Clever Content Awards 2026 in the category “Best B2B Content Project”, with DYNACAP included as technical partner.

To ensure long-term value, the solution is continuously maintained and developed through DYNACARE, DYNACAP’s solution operations framework. This operational model ensures ongoing optimization, adaptability to regulatory changes, and continuous evolution of the Salesforce platform in line with DUOS’ needs.

Through the collaboration with DYNACAP, DUOS has achieved:

• A unified Salesforce platform supporting complex welfare services and collaboration with more than 90 municipalities.
• Streamlined pricing, quoting, and contract management through Salesforce CPQ.
• Improved data quality, documentation, and compliance through standardized digital forms.
• A significantly strengthened marketing setup, enabling automated and targeted B2B communication through Account Engagement.
• External recognition of marketing excellence, with a shortlist nomination at the Clever Content Awards 2026, including DYNACAP as technical partner.
• Reduced manual processes and increased operational efficiency across teams.
• A future-ready Salesforce setup with continuous optimization and development through DYNACARE, supporting long-term scalability and innovation.