I just read a post titled “NetSuite parts ways with largest reseller” in Phil Wainewright’s SaaS blog on ZDNet. Our sad story was mentioned in the post as a possible reason for the split. Hard to say, I don’t think NetSuite loses any sleep over how customers are treated. If I had to guess and knowing what I know about the owner of Skyytek I would agree with Phil in that it is more about NetSuite directly competing with their partners with their newly minted “SuiteSucess” consulting division.

We have a LOT of leads in our system. The current count is 11,192 and I archived any lead that was created before 2006 during the last conversion of CRM systems. Thankfully, Zoho CRM handles leads really well. This is the process we use to separate the forest from the trees and allow our sales team to focus on the most productive leads.

One of the luxuries of being the boss is that I can choose what projects I want to get to get involved in here at D-Tools.  For the most part all of the core software …

We just got back from the CEDIA Expo (Custom Electronic Designer Installer Association) trade show in Denver.  I consider this our “home” show because I launched the D-Tools product line at this same show in …

My good friend and D-Tools Certified Partner Kevin Mikelonis from Process DSG (Dealer Services Group) is giving a free Visio tips and tricks webinar on October 3rd.  I have seen some of the stuff that …

In this post I went over some of my history with Middle Atlantic Products (MAP) and how we created the first version of RackTools the Visio based equipment rack design software.  If you read that …

I am a big fan of Middle Atlantic Products (MAP) and have been using their products for around 15 years.  When I was a system integrator I used to pour over their catalog looking for …

The clever folks at Zoho just came out with a new release of ZOHO CRM,  For the most part it is a solid release, they fixed a few bugs and greatly enhanced the usability.  You …

I think MS Visio is one of the most misunderstood, mainstream software applications in the market today  You can do so much with it but for whatever reason (actually I think I know the reason …

Part 1:  Zoho to Outlook
Before we start we need some basic definitions.
What is a Contact? In Outlook a contact is a single, stand-alone entity that typically contains some basic information about that person such as …

 
This is interesting; I just read that Zoho has acquired its One Millionth user (link 1, link 2), Prestige Home Automation who is also a D-Tools Customer.  Apparently Dean Dutton the Principle at Prestige heard …

Managing duplicate records is one of the hardest things to accomplish in CRM software. Just trying to determine what is a duplicate is hard enough and when you find a duplicate somehow you have to …