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Salesforce Integration
powered by Ennube Solutions

Commercial AV and IT professionals face a multitude of challenges associated with properly managing leads and opportunities accurate to quickly and accurately guide 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 Salesforce have partnered to ensure that client, product, and project information is efficiently, seamlessly and accurately managed from the initial lead capturing and client opportunity – via D-Tools’ SI Connector powered by Ennube Solutions – through purchase, design, installation, and on-going service.

Salesforce is the world’s leading customer relationship management (CRM) platform. The company’s cloud-based applications for sales, service, marketing, and more enable users to start connecting with customers in new ways.

Now integrated, the Salesforce cloud and D-Tools System Integrator help users 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.

The D-Tools – Salesforce integration enables commercial AV system integrators and IT technology managers to:

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Export D-Tools Project Information to Salesforce

Push customer and project information directly into Salesforce from the D-Tools SI interface. Project information is seamlessly transferred to the Salesforce cloud for managing leads, opportunities, budgets and revenue/expenses tracking.

Sales and Opportunity Management

This project information can now be utilized throughout the project workflow – making it easy for project managers to manage sales and budgets, and financial teams to track revenue and expenses.

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D-Tools and Salesforce Integration FAQs:

 

Additional Documentation: