D-Tools has announced integration with several third-party software providers in order to extend the reach and increase the value of its flagship software platform, System Integrator 2016.
Forging integration agreements with Connectwise, Slateplan, TRX.io, Ihiji, and ProjX360, D-Tool says these strategic partnerships moves it closer to its goal of providing AV, IT, and security system integrators and consultants with a complete end-to-end solution that allows data to flow seamlessly throughout the project lifecycle – from initial client contact through the ongoing service relationship.
Connectwise – This business management platform combines help desk and customer service, CRM, marketing campaigns, and project management, along with business analytics, in one cloud-based solution. This integration adds D-Tools’ powerful estimation and drawing capabilities to form a more comprehensive solution from the initial point of contact in a new sales opportunity through servicing and invoicing.
Slateplan – Modern sales software for the home technology industry, Slateplan helps salespeople and their customers collaborate, learn about and select the right products, and agree on budget, all during a single meeting. Slateplan accelerates the sales process, promotes client engagement and eliminates pre-sales engineering hours. When integrated with D-Tools’ data-driven platform, Slateplan customers benefit by using their existing D-Tools product catalog which results in quick and accurate scope and budget development. Further, that same product and labor data can then be pushed back into D-Tools to streamline the process of generating professional proposals.
TRX.io – This inventory and asset management solution provides real-time tracking and management of all inventory, whether in the warehouse, in a technician’s van, or on-site, allowing for clear and consistent communication of product whereabouts between staff members. The integration with D-Tools allows technology professionals to accurately track products from procurement through installation, better manage inventory, replace manual processes, eliminate inventory-related accounting errors and inaccuracies and, as a result, improve cash flow and overall profitability.
Ihiji – When D-Tools integrates with Ihiji’s new ServiceManager, users will benefit from streamlined project documentation, trouble-ticket tracking, and service management to create greater efficiencies and better ongoing service. All project details including customer information, product information, and even engineering drawings will flow seamlessly from D-Tools into Ihiji’s ServiceManager, ensuring data integrity and a seamless workflow as a project moves from completion to post-installation servicing.
ProjX360 – A future integration planned with this platform will enable users to utilize ProjX360’s sales CRM and project management tools without the need for double data entry, allowing critical project information to maintain its integrity and seamlessly flow between the two systems. Users of this integrated solution will be able to more effectively manage every aspect of a project’s lifecycle from initial client contact through estimation, system design, installation, and post-installation services.
In addition, D-Tools SI 2016 R2, introduced for the first time at CEDIA 2016 and available as a free upgrade to current D-Tools customers, provides users with the capabilities to import project information from Middle Atlantic’s Configurator software and Portal by SupplyStream directly into SI 2016, making generating bids, proposals, equipment lists and project documentation even faster and easier.
CEDIA attendees interested in seeing the enhancements to D-Tools SI 2016 R2 and receiving a demonstration of the software platform should stop by booth #2512 during the show (September 13 - 17, 2016, Kay Bailey Hutchison Convention Center, Dallas, Texas).
D-Tools