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.