Overwhelmed by the Complexity of Programs? This May Help

OpenAir Salesforce Integration: A Way to Improve Service Efficiencies Salesforce is one of the most preferred CRM solutions for businesses. Yet, if you’re a professional services provider, you may also find useful NetSuite OpenAir that helps enhance efficiencies in tasks like project management, cost management, and resource optimization. If you’re dealing with the same customers, it does not make sense to continue entering their information separately in the two cloud-based applications. You can have the two software platforms sharing system resources, specifically the database, to avoid redundancies and time wasting. That’s certainly achievable with the incorporation of an OpenAir Salesforce integrator. Some of the common perks of OpenAir Salesforce integration are: Easier Opportunity to Project Conversion
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It becomes easier to convert prospects to actual projects when your Salesforce and OpenAir data is harmonized. There are the prospects you have in your Salesforce database, and these can easily become OpenAir projects with seamless integration.
What Do You Know About Programs
Increased Project Visibility Project visibility along various dimensions increases with integration. An example is the ability to track important metrics like conclusion of the project, billable hours, or billed amount. Integration of Accounts and Clients You may utilize a connector to harmonize Salesforce accounts with OpenAir clients. The synchronization feature is bidirectional, indicating that it can be executed from OpenAir in Salesforce or vice versa. Support for Custom Set Up While a Salesforce OpenAir connector comes with prebuilt functionality, it is open to full customization. All the supported data flows and functions can be tweaked to match unique business cases. The user-interface provided for customization is very self-explanatory. Harmonization of Contacts It is possible to sync contacts stored in Salesforce and OpenAir following integration of the two platforms. The synchronization is bidirectional as well. Mass Update of Records The manual or one by one execution of record transfer from Salesforce to another solution such as OpenAir can be very stressful and time-wasting. So, if you already have a fully-fledged Salesforce customer database and you need to utilize that data in a newly acquired OpenAir account, that information can be transferred en masse, eliminating errors and time wastage. Salesforce OpenAir integration is responsible for facilitating the kind of data transfer or synchronization across disparate platforms. Ability for Use in the Cloud If you’re using OpenAir or Salesforce, it is evident that you appreciate the benefits that cloud solutions provide to businesses. The happy news is that OpenAir Salesforce integration solutions are designed to address your requirements, especially pertaining to the deployment of cloud-based solutions for business. Salesforce OpenAir integration is critical to the success of businesses that are utilizing cloud products to save on costs. If operating in the service industry, this approach can help boost your competitive edge.