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The long and sometimes sad story of how we find, implement and use CRM systems at D-Tools

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Information about the D-Tools/Google SketchUp integration

President’s Perspective

Written by D-Tools Founder and President, Adam Stone

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Technical and product information written by the D-Tools technical support and development team

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Articles in President’s Perspective

How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 2: Contacts
12/23/2009 – 3:48 pm | View Comments
How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 2: Contacts

In part 1 of this series I went over How D-Tools Uses the Mass Email Functionality in Zoho CRM to send targeted mass emails to their leads. In part 2, I will go over …

How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 1: Leads
12/23/2009 – 10:06 am | View Comments
How D-Tools Uses the Mass Email Functionality in Zoho CRM – Part 1: Leads

In the selfless spirit of the holiday season, and the selfish spirit of knowing I write better for an audience, I offer my colleagues and readers another in depth, how to articles on how D-Tools …

Google SketchUp Tutorial
12/21/2009 – 2:15 pm | View Comments
Google SketchUp Tutorial

What James Cameron did for the movies with Avatar D-Tools is going to do for system integration.  As much as I love a rack elevation or floorplan done up in Microsoft Visio it just …

Old D-Tools – New D-Tools
03/26/2009 – 10:26 am | View Comments
Old D-Tools – New D-Tools

I just received the email below from Steve Collard, the D-Tools CFO/COO regarding the phased roll-out plans of SI 5.5.  This is only interesting because we already rolled out 5.5 earlier in the month and …

How to sell more multi-room audio
02/19/2009 – 9:59 am | View Comments
How to sell more multi-room audio

I came across this news article and video called Mothers Voice May be Best Fire Alarm last year.  The video and article explain how kids do not respond to the standard beeping/wailing fire alarms but …

How to write a software specification – Part 1: History of the feature
01/28/2009 – 5:01 pm | View Comments
How to write a software specification – Part 1: History of the feature

I was inspired by our CTO’s eloquent post on how our development process has evolved over the years and I thought I would add how we start the dev process with a written specification for …

If you really want to change you have to do something different
01/19/2009 – 3:46 pm | View Comments
If you really want to change you have to do something different

It does not look like it at first but there is some solid business advice somewhere around the end of this post.
This is my first real post since my unfortunate mishap in November. At …

Good residential business process article
12/07/2008 – 5:13 pm | View Comments
Good residential business process article

I saw this post in CE Pro today. Electronic Systems Consultants: Making Data-Driven Decisions.  I like this article for a number of reasons.

Process first.  They identified a number of areas where software (not ours BTW) could …

Seven tips for surviving the downturn
11/24/2008 – 3:27 pm | View Comments
Seven tips for surviving the downturn

Right arm still in a cast but I have thinking a lot about the current economy and how it affects our customers.  Since I can’t blog about it at the moment I thought this post …

No Posts For a While
11/14/2008 – 2:27 pm | View Comments
No Posts For a While

I broke a small but important bone in my right wrist last week dirt bike riding, or maybe I should say dirt bike falling.  In any case I have a full cast on my right …

The D-Tools/Zoho CRM System – Good Implementation Question
11/14/2008 – 6:42 am | View Comments
The D-Tools/Zoho CRM System – Good Implementation Question

I received this email from Ryan Brown with Media Environment Designs, one of our D-Tools certified partners. MED is switching from another CRM System to Zoho and Ryan asked me a few great questions …

The D-Tools/Zoho CRM System – Lead Conversion Process
11/03/2008 – 3:06 pm | View Comments
The D-Tools/Zoho CRM System – Lead Conversion Process

Introduction here:  So far I have spent most of my time re-engineering our Zoho CRM system on the Leads side of the process.  Before I started I thought we had a pretty good system but …