Planned integration streamlines sales process from initial client meeting to proposal, contract and installation, ensuring data integrity and budget accuracy for an improved customer experience
DALLAS, TX (CEDIA Expo) — AUGUST 30, 2016 — D-Tools Inc., the worldwide leader in system integration software, and Slateplan Inc., provider of modern sales software for the home technology industry, today announced that an API integration between the two platforms is currently under development. This integration will enable technology professionals to utilize Slateplan to develop scope and budget for a project and send relevant project information over to the D-Tools’ System Integrator (SI) software platform for further system design, documentation, and installation. The combination of these powerful software solutions will enable project information to flow quickly and seamlessly through the sales stage of a project, ensuring data integrity and budgetary accuracy, along with a streamlined workflow from initial client meeting through quoting, system design, and installation.
Slateplan’s consumer-friendly sales software helps salespeople collaborate with their clients and helps clients select the right technologies and budgets for their project. Combined with D-Tools data-driven software platform, critical project information communicated by clients at the very beginning of the sales process is captured, documented, and ultimately communicated back to the client in the form of a professional D-Tools proposal.
This integration supports D-Tools’ on-going mission to provide system integrators with an end-to-end solution and improves efficiency and data flow through the sales process.
“The initial client meeting often sets the tone for the client relationship and is the best opportunity for integrators to listen to and understand the client’s needs,” said Randy Stearns, CEO of D-Tools. “Slateplan provides an elegant solution for guiding integrators through the crucial process of defining scope and budget. But once that process is complete, integrators don’t want to have to re-enter that same data into their proposal software. The integration between D-Tools and Slateplan allows the design details that have been established to flow directly into the D-Tools proposal, saving the integrator time and reducing the risk of error.”
“Slateplan has always been, and continues to be, intended to make the home technology sales experience better for everyone involved” said co-founder Jason Wright. “When integrators use Slateplan software to establish scope and budget with their clients, and use D-Tools’ robust design, documentation and installation software to deliver systems that meet customers’ expectations, they improve their odds of having happy customers, while saving themselves significant time and money in the process.”
For more information on the upcoming integration, visit D-Tools booth #2512 and Slateplan booth #3016 at CEDIA 2016 in Dallas, TX this September.
Those interested in learning more about D-Tools and the company’s award-winning System Integrator software platform are also encouraged to sign up for a free demo by visiting http://d-tools.com/live-demo-webinar/ or for a free 30-day trial, which can be downloaded by following this link http://d-tools.com/30-day-free-trial/.
About D-Tools, Inc.
D-Tools, founded in 1998 and based in Concord, California, is a worldwide leader in accessible, highly accurate system design and documentation software. The company’s flagship product, System Integrator™ (SI), is a robust solution that utilizes Autodesk® AutoCAD and Microsoft® Visio to facilitate comprehensive system design, documentation and project management. D-Tools enables residential and commercial integrators to streamline business processes and increase revenues while reducing the time and cost associated with the installation and integration of low voltage electronic systems. More than 5,000 leading companies in 87 countries currently use the award-winning D-Tools platform to reduce time, costs and to streamline the system integration process. Product updates and related information can be obtained by following D-Tools on Twitter, Facebook, and LinkedIn.
Slateplan, based in San Francisco, provides modern software to 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. For more information visit http://www.slateplan.com/
Tim Bigoness, D-Tools, Inc., (925) 270-4102, email@example.com
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