If you’re transitioning from DQM, you’re in the right place. SalesChain covers everything DQM did – and connects more deeply with e-automate than any quoting tool in the industry. Our onboarding team works with transitioning dealers every day and will make sure your workflow is set up correctly from day one.
SalesChain and e-automate
SalesChain, the preferred e-automate Quoting and CRM integration partner, boasts two-way integration that gives dealers a single connected workflow.
SalesChain and e-automate are Built to Work Together
SalesChain is the preferred quoting and workflow partner of ECI’s e-automate. Together, the two platforms give office technology dealers a connected experience from CRM and quoting all the way through order fulfillment – with customer data, contract history, and lease information flowing between both systems automatically.
Benefits At a Glance:
- Preferred e-automate CPQ Partner
- Two-Way Data Integration
- Dedicated Catalog in the quoting tool, no need for all SKUs to be in eAutomate.
Coming from DQM?
One Page Transition Guide
We Manage the Catalog and Pricing for the Dealer
Pre-built hardware and accessory catalogs are managed by SalesChain’s team via our “Catalogs Made Easy” Service.
Sales Order Push Saves Admin Teams Time, Creates SKUs
SKUs in eAutomate only exist once a sales order is created. SalesChain fills that gap with a full CPQ built for the quote stage.
Generate Custom Documents Including Sales and Legal Docs
Auto-generated branded documents built out for each dealer to match their needs and brand.
Pulling e-automate Data to Make it Available to Your Teams
SalesChain connects to e-automate at both ends of the dealer workflow. On the pull side, SalesChain syncs customer accounts, contacts, contracts, contract items, and meter read information directly from e-automate into the SalesChain CRM. Sales reps see the full account picture – machines in the field, contract status, and service contract details, including expiration dates – without logging into a separate system or asking someone in operations.
Pushing Sales Orders Into e-automate Saves Time & Reduces Errors
On the push side, once a deal is closed in SalesChain, your admin team can convert it into a sales order in e-automate with a simple built-in wizard. Serial number assignment, inventory allocation, and asset creation all happen at the point of order. The sales order status returns to SalesChain automatically so reps stay informed without chasing anyone down.
One Single Hub for All of a Dealer’s Data
Moving to SalesChain from Another Platform? Start with a Discovery Demo
If you’re coming from another quoting or CRM tool, you probably have questions about what the transition looks like – how your workflow carries over, what setup is required, and where to start. That’s normal, and we’ve helped a lot of dealers through it. The best starting point is a short discovery call with our team. We’ll ask about your current setup, walk you through what the transition typically looks like, and make sure you know exactly what to expect before anything gets turned on.
Frequently Asked Questions
What data syncs between SalesChain and e-automate?
SalesChain pulls customer accounts, contacts, contracts, contract items, and meter read information from e-Automate. On the push side, completed SalesChain orders can be sent to e-Automate as sales orders, including serial numbers, inventory allocation, and asset creation.
How do I push a sales order from SalesChain to e-automate?
Once an order is finalized in SalesChain, permissioned users can launch the Sales Order Push wizard directly from the order screen. The wizard walks through serial number assignment, inventory allocation, and asset creation before submitting the order to e-Automate.
Can I control which users have access to the sales order push?
Yes. Access to the Sales Order Push is permission-based, so you can limit it to specific roles – typically admin or order processing staff – within your SalesChain account.
What happens to the sales order status after it's pushed?
Once the order is created in e-Automate, the sales order status is returned to SalesChain automatically. Reps can see where the order stands without contacting operations or logging into e-Automate directly.
Where do I go to get the integration turned on?
Reach out to SalesChain Support at support@saleschain.com if you’re an existing customer, or schedule a demo if you’re not yet using SalesChain. Our team will walk you through the activation process.
Related Reading
Related articles from the SalesChain Blog.
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Many office tech dealers have used equipment sitting somewhere in their operation. The question is whether you’re actually making money on it, or just letting it collect dust while your team figures out how to deal with it.
