D-Tools and Salesforce Integration Seamlessly Ties Client and Project Workflow Together from Sales Lead and Opportunity Management, through Proposal, Installation, and On-Going Service
D-Tools, Inc., the worldwide leader in data-driven system integration software has announced that it has completed an 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 (SI) 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 on-going service management.
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. 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 on-going service.
Through this integrated workflow, D-Tools’ System Integrator connected with Salesforce helps streamline operations, standardize processes, and improve operating efficiencies. 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.
Those interested in learning how to simplify communications, streamline workflows, and ensure data integrity throughout the project lifecycle should visit https://d-tools.com/salesforce-integration/.
Get additional information on the D-Tools System Integrator platform by signing up for a free personal tour by visiting https://d-tools.com/live-demo-webinar/ or download a free 30-day trial by visiting https://d-tools.com/hosted-free-trial-signup/.
About Ennube Solutions
Ennube Solutions is a partnership of technologists and consultants trusted by start-ups and enterprises alike to help align business process to software and drive insights from data. We take a personal approach to each customer and make ourselves available and informed on what matters most to our clients. Find out more by contacting us via email.
About D-Tools, Inc.
D-Tools, Inc., founded in 1998 and based in Concord, California, is a worldwide leader in accessible, highly accurate system design and documentation software platform. The company’s flagship product, System Integrator™ (SI), is a robust solution that utilizes Autodesk® AutoCAD and Microsoft® Visio to facilitate comprehensive system design, documentation and project management. D-Tools enables residential and commercial integrators to streamline business processes and increase revenues while reducing the time and cost associated with the installation and integration of low-voltage electronic systems. More than 6,000 leading companies in 87 countries currently use the award-winning D-Tools platform to reduce time, costs and to streamline the system integration process. Product updates and related information can be obtained by following D-Tools on Twitter, Facebook, and LinkedIn.