The integration between D-Tools’ two software platforms enables D-Tools Cloud users to push accepted quotes to SI for the generation of engineering drawings, project implementation, and service management.
D-Tools, Inc., has completed a direct integration between the multi-OS, mobile-friendly, web-based D-Tools Cloud, and on-premises flagship solution, System Integrator (SI). Now, salespeople can leverage D-Tools’ next-gen sales opportunity management and estimating platform while downstream users responsible for project fulfillment continue to rely on the software for system engineering, project management, and on-going service.
“For salespeople who prefer to be in front of clients and working from a mobile device, D-Tools Cloud is a more approachable and flexible solution,” states Randy Stearns, D-Tools’ CEO. “The combination of (a) CRM functionality, (b) a visual floorplan-based quoting (or takeoff) experience, (c) the ability to take photos from a mobile device and mark them up on-the-fly, and (d) share system designs as a multimedia presentation transforms the sales process into one that is both collaborative and highly efficient.”
The integration provides the following benefits to integrators:
- Allows salespeople to use D-Tools Cloud’s next-generation toolset for sales opportunity management, visual quoting, and multimedia proposals, accessible from any web-enabled device to quickly close the sale.
- Upon proposal acceptance, users send the proposal and related project information to D-Tools’ on-premises System Integrator solution.
- Project details such as client information, locations, systems, products, and labor are seamlessly imported to SI for the completion of engineering drawings, change orders, procurement, scheduling, installation, and on-going service.
For more information, visit www.d-tools.com.