The integration between D-Tools’ two award-winning software platforms enables D-Tools Cloud users to push accepted quotes to SI for the generation of engineering drawings, project implementation, and service management, creating a best-of-both-worlds experience.
CONCORD, CA — July 13, 2020 — D-Tools, Inc., the worldwide leader in data-driven system integration software, today announced it 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’ intuitive, next-gen, sales opportunity management and estimating platform, while downstream users responsible for project fulfillment continue to rely on the industry’s gold-standard 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. He concludes by emphasizing that “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 valuable benefits to integrators:
- Allows salespeople to utilize 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’ robust, 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 on the D-Tools Cloud to System Integrator integration, visit https://d-tools.com/cloud-si-integration/.
To learn how D-Tools software can streamline business processes, and for free trials, visit www.d-tools.com.
About D-Tools, Inc.
D-Tools is a worldwide leader in accessible, highly accurate business software that caters to the unique and diverse needs of systems design and installation firms. The company’s on-premises software, System Integrator™ (SI), and cloud-based platform, D-Tools Cloud, are robust solutions that help manage all aspects of an integrator’s business, including sales, comprehensive system design, project documentation, procurement, and project management. Today, nearly 7,000 companies in over 90 countries use D-Tools’ award-winning software to streamline business processes, leading to improved operational efficiencies and increased profitability.
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Tim Bigoness, D-Tools, (925) 270-4102, [email protected]
Katye (McGregor) Bennett, KMB Communications, (425) 328-8640, [email protected]
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