D-Tools cloud-based platform users can send accepted quotes over to SI for detailed engineering drawings, project management, and FSM.
This integration equips sales teams with D-Tools Cloud’s next-generation CRM and multimedia quoting and audio visual proposals, while engineering, project management, and field service teams can leverage System Integrator’s award-winning audio visual system design, installation, back office management, and on-going servicing capabilities.
The sales team can create new sales opportunities and quotes in D-Tools Cloud, and present them to the client through any internet-enabled device.
Utilize D-Tools Cloud’s next-generation tool set for sales opportunity management, quoting, and multimedia proposals, from any device, to quickly close the sale.
The accepted proposal can then be sent over to System Integrator.
Once the opportunity is won, the proposal and related information (such as client information, locations, products, and labor) can be sent to D-Tools’ robust, on-premises System Integrator solution.
And…
Project details such as locations, systems, products, and labor.
Successfully communicate project details with engineering, project management, and installation teams.
This seamless integration enables salespeople to utilize the mobile-friendly, simplified toolset featured in the next generation D-Tools Cloud for sales opportunity management, quoting, and multimedia proposals, while at the same time enabling more detail-oriented system designers and project managers to take advantage of SI’s deeper functionality associated with drawings, purchasing, project planning and execution, service management, and reporting as well as integrations with QuickBooks Desktop and other 3rd party back office applications.
