D-Tools SI 2018 Adds CRM via Salesforce Connector by Ennube Solutions

Ennube Solutions

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

CONCORD, CA (August 2018)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 ongoing 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 http://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 http://d-tools.com/live-demo-webinar/ or download a free 30-day trial by visiting http://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.

 

D-Tools System Integrator 2018 Delivers Enterprise-level Functionality for Commercial Integrators and Technology Managers

The latest update to System Integrator offers Change Order, Project, Catalog, and Security improvements to help integrators and technology managers improve system design accuracy and operational efficiency


CONCORD, CA — D-Tools, Inc., the worldwide leader in data-driven system integration software, announced today the availability of its newest version of the award-winning System Integrator™ (SI) software – SI 2018.

D-Tools is the most widely-used and comprehensive software solution available for estimation and budgeting, system design, and project management. Specifically designed to fulfill the diverse needs of system integrators and technology managers, System Integrator 2018 ties project workflows together into a singular, data-driven, connected process that improves operational efficiency while reducing time and costs.

Acknowledging rampant growth in primary commercial integration sectors, the enhancements to D-Tools SI 2018 accommodates the needs of growth-oriented commercial AV, IT and security integrators, as well as technology managers in higher education and other institutions.

Revised Change Order Process

Accommodating an essential component of virtually all projects, D-Tools has re-engineered its Change Order process to enable the creation of multiple and persistent Change Orders, allow users to differentiate between internal and external change orders, enhance change order tracking and accuracy, and facilitate the change order approval process.

Expanded Security Industry Support
D-Tools significantly increases its appeal to commercial security integrators by integrating all PSA vendor partner product data and pricing into the D-Tools Data Library. PSA members can now sign-in to download and update product information complete with member-specific pricing, making it easier to specify products with the most current information available.

GDPR Compliance

To comply with Europe’s General Data Protection Regulations (GDPR), D-Tools has enhanced its password rules and enforcement settings to ensure the security of customer data in accordance with the new regulations. Compliance includes forced temporary password resets, increased password strength requirements, scheduled prompts for password resets, and additional system logging for improved individual user activity tracking.

Use Tax

SI 2018 provides users the option to accommodate use tax in their catalog and project pricing. Now, taxes can be applied to the unit cost of products. Margins and markups can include or exclude use tax, providing greater pricing accuracy and flexibility for users in regions where use taxes are levied.

AutoCAD Integration

Improvements made to D-Tools’ AutoCAD integration include support for AutoCAD 2019 and the ability to assign color properties to wires and schematic blocks, making it easier to represent and follow signal flow and connections. D-Tools’ AutoCAD integration leverages the industry standard engineering platform to tie project equipment lists to drawings as part of an integrated project workflow.

Timesaving Enhancements

Project and Catalog improvements allow D-Tools users to clone products and labor items when adding accessories or items to a package, further streamlining the proposal generation process. Service Orders can also now be created for archived projects. Lastly, Mobile Quote has been enhanced to allow multiple packages to be added at once to a project.

To see how D-Tools System Integrator 2018 can deliver profound visibility, insights, sign up now for a free, personal online tour by visiting http://d-tools.com/live-demo-webinar/. A free 30-day trial of D-Tools can also be downloaded anytime at http://d-tools.com/hosted-free-trial-signup/.

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 TwitterFacebook, and LinkedIn.

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com

All products, product names, trademarks and registrations mentioned are the property of their respective owners, all rights reserved.

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D-Tools System Integrator 2018 Delivers Timesaving Enhancements for Residential AV Integrators and Technology Managers

The latest update to System Integrator offers Change Order, Project, Catalog, and Security improvements to help integrators and technology managers improve system design accuracy and operational efficiency

CONCORD, CA —  D-Tools, Inc., the worldwide leader in data-driven system integration software, announced today the availability of its newest version of the award-winning System Integrator™ (SI) software – SI 2018.

D-Tools is the most widely-used and comprehensive software solution available for estimation and budgeting, system design, and project management. Specifically designed to fulfill the diverse needs of system integrators and technology managers, System Integrator 2018 ties project workflows together into a singular, data-driven, connected process that improves operational efficiency while reducing time and costs.

D-Tools SI 2018 provides new functionality designed to help companies of all sizes increase productivity and improve profitability.

Timesaving Enhancements

Project and Catalog improvements allow D-Tools users to clone products and labor items when adding accessories or items to a package, further streamlining the proposal generation process. Service Orders can also now be created for archived projects. Lastly, Mobile Quote has been enhanced to allow multiple packages to be added at once to a project.

Revised Change Order Process

Accommodating an essential component of virtually all projects, D-Tools has re-engineered its Change Order process to enable the creation of multiple and persistent Change Orders, allow users to differentiate between internal and external change orders, enhance change order tracking and accuracy, and facilitate the change order approval process.

Use Tax

SI 2018 provides users the option to accommodate use tax in their catalog and project pricing. Now, taxes can be applied to the unit cost of products. Margins and markups can include or exclude use tax, providing greater pricing accuracy and flexibility for users in regions where use taxes are levied.

GDPR Compliance

To comply with Europe’s General Data Protection Regulations (GDPR), D-Tools has enhanced its password rules and enforcement settings to ensure the security of customer data in accordance with the new regulations. Compliance includes forced temporary password resets, increased password strength requirements, scheduled prompts for password resets, and additional system logging for improved individual user activity tracking.

Drawing Improvements

Improvements to D-Tools’ drawing capabilities include support for AutoCAD 2019 and the ability to assign color properties to wires and schematic blocks in AutoCAD, making it easier to represent and follow signal flow and connections. Visio’s off-page reference shape now includes default options for page number vs. page name, providing further flexibility of project documentation. D-Tools’ Visio and AutoCAD integrations leverage industry standards to tie project equipment lists to drawings as part of an integrated project workflow.

To see how D-Tools System Integrator 2018 can deliver profound visibility, insights, sign up now for a free, personal online tour by visiting http://d-tools.com/live-demo-webinar/. A free 30-day trial of D-Tools can also be downloaded anytime at http://d-tools.com/hosted-free-trial-signup/.

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 TwitterFacebook, and LinkedIn.

Media Contacts

Tim Bigoness, D-Tools, (925) 270-4102, timb@d-tools.com

Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, katye@kmbcomm.com

All products, product names, trademarks and registrations mentioned are the property of their respective owners, all rights reserved.

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D-Tools Adds Commercial-Focused Enhancements to System Integrator 2018 at InfoComm

d-tools system integrator 2018

D-Tools System Integrator 2018 makes it easier and more secure to do business from anywhere, make changes to projects, and get client approvals even faster

CONCORD, CA (May 2018) D-Tools, Inc. has implemented enhancements to the world’s most widely used and comprehensive estimation and budget, design, and project management software platform, System Integrator, including System Integrator 2018. Showcasing new feature improvements at InfoComm 2018, D-Tools continues to find ways to help commercial integrators and technology managers save time and money by reducing redundancies and the chance of errors. Meanwhile, new mobile and web-based features are designed to enhance customer communication and engagement to help projects flow seamlessly from the sales and design stage through project management, installation, and service.

Accommodating significant growth in primary commercial sectors, System Integrator 2018 provides beneficial new enhancements ideally suited for commercial AV and IT, higher education, and security professionals. The Customer Portal and Mobile Quote 2.0 will also be on display for the first time to the InfoComm audience at Booth C3864.

Timesaving Enhancements
Accommodating a key component of virtually all projects, D-Tools has completely re-engineered its Change Order process to enable the creation of multiple, persistent Change Orders while also adding a new approval process for Change order acceptance.

New Project and Catalog improvements allow D-Tools users to clone products and labor items when adding accessories or items to a package – saving time and reducing errors. Service Orders can also now be created for archived projects, allowing multiple packages to be added at once to a project from the Mobile Quote Explorer.

AutoCAD Integration
Improvements have also been made to D-Tools’ AutoCAD integration, which makes it easier for those using the platform to leverage industry standard engineering drawings as part of their project workflow.

Enhanced Security Features
Additional support for security customers has been implemented with PSA integration, providing built-in functionality to update dealer cost information on the fly or on a schedule. Enhanced password rules and enforcement settings ensure the security of customer data per the new GDPR (General Data Protection Regulation) regulations.

Mobile Quote 2.0 App Makes It Easy to Generate Scope and Pricing On the Fly
Redesigned for a more intuitive, efficient, and visually impactful experience, D-Tools’ Mobile Quote 2.0 iPad app makes it easy to walk prospective clients through available technology options and seamlessly generate a scope and budget for customer approval at the sales site, leading to much faster sign-off with fewer meetings. The data collected is instantaneously transferred into D-Tools SI for further design development and project management. Leveraging D-Tools’ extensive product library and workflow concepts, such as the specification of devices by location and system, Mobile Quote 2.0 allows salespeople to obtain signed approval of a project’s scope and budget, and even collect a design retainer, in the very first client meeting.

For in-house technology managers, Mobile Quote 2.0 can cut proposal creation time in half, reduce the likelihood of multiple proposal revisions, and expedite their ability to get sign-off on a scope and budget. Ultimately, Mobile Quote 2.0 improves the tech manager’s ability to select and suggest to management the products and technologies they feel will be most effective for their projects, while also increasing the throughput for system designers.

Customer Portal Increases Client Engagement to Create More Satisfied Customers
The increasingly mobile workforce demands easy access to documents from anywhere and at any time. D-Tools’ new Customer Portal facilitates collaboration and increases client engagement across distances, time zones, and mobile platforms. Users can share proposals, contracts, change orders, drawings, cut sheets, user manuals, and other client-facing documents via the web. To review, comment, and accept (or reject) the documents presented, clients click on the e-mailed link and log in to a secure web portal. This new web-enabled, device-agnostic capability expedites client communication and approvals, to keep projects moving forward and ensure that timelines and budgets are met. The Customer Portal improves efficiency, facilitates better client engagement, and, ultimately, leads to heightened customer satisfaction.

Commercial Integrators Can Learn More About Mobile Quote 2.0 and System Integrator 2018 at InfoComm 2018
To see how D-Tools can deliver profound visibility, insights, and results, InfoComm 2018 attendees are encouraged to visit D-Tools in booth C3864 or sign up now for a free, personal online tour by visiting https://d-tools.com/live-demo-webinar/. You can download a free 30-day trial of D-Tools anytime at https://d-tools.com/hosted-free-trial-signup/.

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.

 

D-Tools and ConnectWise Integration Seamlessly Ties Project Workflow Together from Initial Proposal through Installation, Tracking, and On-Going Service

CONCORD, CA – D-Tools, Inc. the worldwide leader in data-driven system integration software, and ConnectWise, a software company that connects technology teams to the solutions, services and resources necessary for success, today announced the two platforms are now integrated and that beneficial enhancements are available for immediate use. Now, AV systems integrators, technology managers, and IT professionals will be able to use the combined features of ConnectWise™ Manage® and D-Tools System Integrator (SI) in a seamless workflow that ties-together the initial project proposal and design with procurement, inventory tracking, and project scheduling, as well as service, support, and ConnectWise Help Desk management.

AV and IT professionals face a multitude of challenges associated with accurate budgeting and estimation, sales, system design, purchasing, field operations and project reporting. 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 ConnectWise have partnered to ensure that client, product, and project information is efficiently, seamlessly and accurately tracked from the initial proposal and system design through purchase, installation, and on-going service.

Now integrated, ConnectWise Manage and D-Tools System Integrator help users streamline operations, standardize processes and improve operating efficiencies, while enabling clear and consistent communication between team members. Not only does this provide effective visibility and accountability, it allows every department and associated tradespeople to work as a single, cohesive team, using powerfully integrated applications that simply gets the job done.

Those interested in learning how to simplify communications, streamline workflows, and ensure data integrity throughout the project lifecycle should visit http://d-tools.com/connectwise-api-integration/.

Additional information on the D-Tools System Integrator platform can be obtained by signing up for a free personal tour by visiting http://d-tools.com/live-demo-webinar/ or a free 30-day trial, which can be downloaded by visiting http://d-tools.com/hosted-free-trial-signup/.

About ConnectWise
ConnectWise is a software company that connects technology teams to the solutions, services and resources necessary for success. Our award-winning business management platform automates the full lifecycle of technology service delivery, from sales and service to project tracking and back-office functions, for more than 22,000 partners in more than 70 countries. We believe in an open ecosystem, the power of choice and providing a single pane of glass view. With more than 35 years of experience, ConnectWise software solutions deliver the support companies want at each step of their business journey. For more information, visit www.ConnectWise.com.

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 TwitterFacebook, and LinkedIn.

D-Tools Adds Domotz Integration, Extends System Integration Process from Initial Client Engagement Through Ongoing Service Management

Integration saves time and money, boosts profits, and delivers superior customer service

 D-Tools, Inc. the worldwide leader in data-driven system integration software, and Domotz, a leading provider of remote network monitoring and management software, today announced the two platforms are now more tightly integrated and that beneficial enhancements are available for immediate use. Now, systems integrators, technology managers, and IT professionals will be able to seamlessly implement the Domotz Pro™ platform to facilitate the monitoring and maintenance of systems designed in D-Tools System Integrator (SI) – bridging the gap between system design and on-going service and support.

As the AV and IT industries continue to converge, both are experiencing a rapid increase in the implementation of service-first business models and the adoption of RSM (remote systems management) technologies. To harness the power of these opportunities, integration firms, systems designers, technology managers, and IT professionals are utilizing D-Tools for estimation, design and project management capabilities, and Domotz for remote monitoring and management capabilities. Now that the two are integrated, ongoing service and monitoring can be planned for from the outset of every client engagement through on-going service management – saving time and money, optimizing budgets or boosting profits, and delivering superior customer service.

Those interested in learning more about the new D-Tools and Domotz integration should visit http://d-tools.com/domotz-integration/. To learn more about Domotz and the company’s award-winning remote network monitoring and management platform, visit https://www.domotz.com.

Additional information on the D-Tools System Integrator platform can be obtained by signing up for a free personal tour by visiting http://d-tools.com/live-demo-webinar/ or a free 30-day trial, which can be downloaded by visiting http://d-tools.com/hosted-free-trial-signup/.

About Domotz

Founded in 2014, Domotz develops remote network management, monitoring and tech support systems for integration companies, IT professionals and hardware manufacturers. The award-winning Domotz Pro platform is powering client care in 90+ countries and is used by leading integration companies such as Best Buy’s Magnolia… A rapidly growing player in the smart home space, Domotz has established partnerships with a number of leading hardware manufacturers, service providers, and integration companies. For more information about Domotz solutions visit www.domotz.com 

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 5,500 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 TwitterFacebook, and LinkedIn.