We just got back from our D-Tools University last week. DTU is our annual 3-day user conference and training event. This year’s event was very well attended despite the downturn in the economy. It seems …

A Brief History
Recently we encountered a problem with one of our clients with checking-in projects back into the server. He was able synchronize the MMPD, he was able to create a new project(s), and he …

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 …

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 …

Winning companies reveal impressive projects that were created with D-Tools Award-winning System Integrator software. Over $20,000 in prizes were donated by APC AV, Atlantic Technology, Draper Inc, D-Tools, and Middle Atlantic Products.
D-Tools, Inc. is …

In our last article on Visio title blocks, Title Blocks #1: How to Display Existing Document Information, we were introduced to a remarkable title block shape.This single shape could display any of four different …

This is for all users experiencing a fatal error message when trying to send estimates from a Vista client using Quicklinks and any version of Quickbooks 2008. Please understand that this is a temporary workaround, our development team is aware of the problem and they are working very hard on a permanent solution.

Also, please note that this is a BETA patch-fix, it is very important that you backup all your projects and databases. Backing up your data is always a best practice, so we recommend that you do before getting started.

If you notice that the price differs on your QuickLinks Estimate/Invoice form than on your Sales Order (SO), there are a couple of things that could cause this.  The first thing to check is to …

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 I noticed some pretty serious gaps and have worked hard to correct them and refine the process. At this point I am very happy with the Leads aspect of the system and more importantly the sales team is happy as well. In fact the new processes are already generating revenue and positive customer feedback.

This error message applies to new SI5 Trial users. Shortly after finishing the setup and installation, when you go launch SI5 Trial for the first time, you receive an error which does not allow you …

If change is good, why do so many people have a natural aversion to it? Is it really “better the devil you know?” Change can be scary and intimidating, but one thing for sure is that it is constant, and depending on your perspective, can be the difference between success and failure. Reluctance to adapt to changes around you (many of which are beyond your control, such as our current economic and business climate for example) or plain stubborn refusal to change due to long-held beliefs have doomed countless companies, relationships and even entire careers.

I just read this post, Not All Leads are Created Equal by Bob Brauer, President of StrikeIron a Data as a Services software company. I thought it was interesting and relevant because he came up with a formula for scoring leads similar to my Pre-Qual score approach as documented in this post on Explaining the D-Tools CRM System – Lead Management.