Transform Your Salesforce
Data Operations
Professional-grade data transformation services for growing B2B companies. Secure middleware on AWS that connects your systems while keeping all your data safely in Salesforce.
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Choose Your DTX Service
Each service includes implementation, ongoing monitoring, and dedicated support. Most solutions are fully operational within 30 days.
DTX Connect
Connect any system to any system—without the headaches. Our secure AWS middleware handles setup, monitoring, and maintenance so your data flows smoothly between systems while staying safely in Salesforce.
- Seamless integration between any business systems
- Active monitoring and maintenance included
- No technical expertise required on your end
- Reliable, fragile-free connections
DTX Email Validator
Protect your sender reputation and eliminate bounces before campaigns launch. Verify email deliverability with our Salesforce application and self-service setup.
- Verify emails before sending campaigns
- Catch invalid addresses and job changes
- Protect sender reputation automatically
- Self-service setup—no implementation fee
DTX DocGen
Beautiful document generation from Salesforce—finally. Create professional proposals, contracts, and reports with rich formatting and images in seconds, not hours.
- Rich text formatting and embedded images
- No clunky templates or complicated setup
- PandaDoc and eSignature integration
- Professional-quality documents instantly
DTX QR
Turn any smartphone into a Salesforce powerhouse. Generate scannable QR codes for maintenance requests, parts ordering, service check-ins, and countless mobile workflows.
- Eliminate manual data entry completely
- Perfect for field service and events
- Link directly to Salesforce records
- Operational within weeks
DTX Send
Automate swag, samples, and merchandise fulfillment from request to doorstep. Stop managing gifts through messy email chains and strengthen client relationships effortlessly.
- Automated request-to-delivery workflow
- Delivery tracking with DTX Tracking
- Integrate with your fulfillment provider
- Eliminate administrative burden
DTX Tracking
Real-time shipment intelligence integrated with Salesforce. Give your team complete visibility with carrier integrations, automated notifications, and proactive delay alerts.
- UPS, FedEx, DHL integration
- Real-time delivery updates
- Automated customer notifications
- Proactive issue resolution
DTX Pen
Authentic handwritten notes without the writer's cramp. Send personalized thank you cards, congratulations, and messages on your custom stationery—triggered from Salesforce.
- Multiple authentic handwriting fonts
- Custom stationery options
- Strengthen business relationships at scale
- No excuses about time or handwriting
DTX Use Cases by Business Function
Discover how teams across your organization can leverage DTX services to streamline operations and drive results.
DTX Connect Use Cases
Seamless system integration across your tech stack
Bi-Directional CRM Sync
Automatically sync leads from marketing automation platforms (HubSpot, Marketo, Pardot) into Salesforce and push closed deals back to update campaign ROI metrics.
Ticketing System Integration
Connect support platforms (Zendesk, Jira Service Desk) with Salesforce Service Cloud to create unified customer support history and trigger escalations based on account value.
ERP to Salesforce Sync
Sync invoicing data from NetSuite, QuickBooks, or SAP into Salesforce to give sales teams real-time visibility into customer payment status and outstanding balances.
Cross-Platform Reporting
Aggregate data from multiple sources (Analytics, Databases, APIs) into Salesforce dashboards for executive teams to get holistic business intelligence without switching tools.
DTX Email Validator Use Cases
Protect sender reputation and improve deliverability
Outbound Campaign Hygiene
Validate all prospect emails before launching cold outreach campaigns to prevent bounces that damage domain reputation and ensure messages reach decision-makers.
Customer Contact Update Detection
Automatically identify when customer contacts have left their companies (invalid emails) to trigger outreach to find new stakeholders and maintain relationships.
Data Quality Compliance
Maintain GDPR and data quality standards by continuously validating email addresses across your database, reducing liability from outdated contact information.
DTX DocGen Use Cases
Professional document generation with rich formatting
Branded Proposal Generation
Generate fully-branded proposals with product images, pricing tables, and case study screenshots pulled directly from Salesforce opportunity data in seconds.
Quote to Contract Automation
Transform approved quotes into professional contracts with terms, signatures blocks, and legal language—ready for eSignature via PandaDoc integration.
Service Reports with Screenshots
Create customer-facing service reports that include case history, resolution screenshots, and performance metrics with rich formatting and company branding.
Custom Invoice Templates
Generate professional invoices with line-item details, payment terms, and logo/branding that match your company style guide—eliminating manual document creation.
Board Report Automation
Automatically compile executive summaries, KPI charts, and pipeline snapshots from Salesforce into polished board-ready presentations with consistent formatting.
DTX QR Use Cases
Mobile-first workflows with scannable QR codes
Equipment Maintenance Requests
Place QR codes on machinery and equipment allowing workers to instantly scan and create service requests in Salesforce with asset details pre-populated.
Customer Check-In System
Enable customers to scan QR codes at service locations to check in, view appointments, and update contact information—all flowing directly into Salesforce.
Event Lead Capture
Display QR codes at trade show booths allowing prospects to scan and instantly register their interest—creating qualified leads in Salesforce in real-time.
Inventory Reorder Workflow
Attach QR codes to inventory bins enabling warehouse staff to scan when stock is low, automatically creating purchase orders and updating inventory in Salesforce.
DTX Send Use Cases
Automate swag and sample fulfillment workflows
ABM Gift Campaigns
Trigger personalized gift sends to target accounts when they hit specific milestones (demo scheduled, trial started) with automated tracking and follow-up sequences.
Product Sample Distribution
Enable sales reps to request sample shipments directly from Salesforce opportunity records, with automated fulfillment and delivery notifications to prospects.
Customer Apology Gifts
Automatically send apology gifts when service cases exceed SLA thresholds, with tracking integrated into the case record to monitor delivery and customer response.
New Hire Welcome Kits
Trigger branded welcome kit shipments when new employees are added to Salesforce, ensuring consistent onboarding experience across all locations.
DTX Tracking Use Cases
Real-time shipment visibility and automation
Proactive Delay Notifications
Automatically alert customer success teams when shipments are delayed, enabling proactive communication and issue resolution before customers even notice.
Sample Arrival Follow-Up
Trigger automated follow-up tasks for sales reps when product samples are delivered, ensuring timely outreach while products are top-of-mind for prospects.
Delivery Verification for Billing
Automatically update opportunity and contract records with delivery confirmation, streamlining the billing process and reducing disputes over delivery status.
DTX Pen Use Cases
Authentic handwritten notes at scale
Post-Demo Thank You Notes
Automatically trigger handwritten thank you cards after product demos, helping sales reps stand out and build authentic relationships with prospects.
Deal Closure Celebrations
Send personalized congratulations cards to new customers immediately after deal closure, reinforcing the relationship at a critical emotional moment.
Milestone Recognition
Automatically send handwritten anniversary cards on customer milestones (1 year, 5 years) to strengthen loyalty and reduce churn risk.
Executive-to-Executive Outreach
Enable C-suite to send personalized notes to key account executives without manual effort, maintaining high-touch relationships at scale.
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Built for Growing B2B Companies
Days to Live
Most DTX services are fully operational within 30 days—no lengthy implementations or endless delays.
Monitoring
We actively monitor and maintain your services so issues are caught and resolved before you notice them.
Salesforce Integrated
All DTX applications integrate seamlessly with Salesforce—your data never leaves your org, staying secure in your control.
Bundle Options
Mix and match services to fit your needs. Bundle multiple solutions for additional savings and efficiency.
Transform (TX) Your Salesforce Today
Tell us about your needs and we'll create a customized DTX solution for your business.