D-Tools System Integrator 2018 Adds CRM Capabilities via Salesforce Connector

D-Tools and Salesforce integration ties workflow together from sales lead and opportunity management through proposal, installation and service.

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Salesforce integration was among the topics D-Tools discussed at InfoComm 2018.

D-Tools System Integrator 2018 has completed its integration with Salesforce through the D-Tools Connector powered by Ennube Solutions.

Now, commercial AV and IT professionals will be able to use the combined features of Salesforce and D-Tools System Integrator 2018 “in a seamless workflow from initial lead tracking and opportunity management – via D-Tools’ SI Connector powered by Ennube – through project proposal, design, installation and ongoing service management,” according to the announcement.

“Commercial AV and IT professionals face a multitude of challenges associated with properly managing leads and opportunities, quickly and accurately guiding them through budgeting and estimation, sales, system design, purchasing and project management,” according to the company press release.

“Poor or ineffective communication, along with missing or incomplete information, can often mean the difference between success and failure.

To avoid such risks, D-Tools and Ennube Solutions have partnered to develop a Salesforce integration to ensure that client, product and project information is efficiently, seamlessly and accurately managed from the initial lead capturing and client opportunity through purchase, design, installation and ongoing service,” says the announcement.

What Salesforce Brings to System Integrator 2018

Through this integrated workflow, System Integrator 2018 connected with Salesforce “helps streamline operations, standardize processes and improve operating efficiencies,” according to the press release.

Now, commercial AV and IT professionals will be able to use the combined features of Salesforce and System Integrator 2018 “in a seamless workflow.”

“Not only does this provide effective visibility and accountability, it allows project managers to better manage budgets, sales teams to improve opportunity wins and financial teams to more accurately track revenue and expenses – all using powerfully integrated applications,” the announcement says.

Get additional information on the D-Tools System Integrator platform by signing up for a free personal tour or downloading a free 30-day trial.

D-Tools showed off several upgrades to System Integrator 2018 during InfoComm, including new capabilities for:

  • Change orders
  • Permissions and security protocols for larger companies
  • Scheduling
  • Taxes
  • Integration with PSA and USAV organizations’ product libraries
  • General Data Protection Regulation (GDPR) compliance
  • AutoCAD integration improvements
  • Service contracts and recurring revenue