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 on-going 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/.