OpenAir Salesforce Integration: A Way to Improve Service Efficiencies

Salesforce is one of the most preferred CRM solutions for businesses. But if you’re a professional in the service industry, you may also be using NetSuite OpenAir, which helps streamline operational processes such as a project management, expense 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. If you use an OpenAir Salesforce integrator, you can achieve that.

Some of the common perks of OpenAir Salesforce integration are:

Increased Opportunity to Project Conversion
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When you have your Salesforce and OpenAir data synchronized, it’s easier to covert opportunities to real projects. You must have some prospects in your Salesforce database, some of which can easily convert into OpenAir projects, thanks to seamless integration.
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Enhanced 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.

Synchronization of Account and Clients

You may utilize a connector to harmonize Salesforce accounts with OpenAir clients. The harmonization process is bidirectional, meaning that you can do it from Salesforce in OpenAir or the other way around.

Support for Custom Set Up

While a Salesforce OpenAir connector comes with prebuilt functionality, it is open to full customization. You may fine tune all the functionalities and data flow with a view to solving special business problems. You’re offered a substantially intuitive user interface to manage your customization.

Contact Synchronization

Salesforce OpenAir integration allows for the synchronization of contacts in both applications. 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 makes it possible to execute such data transmission or synchronization across independent platforms.

Ability for Use in the Cloud

In case you’re utilizing OpenAir or Salesforce, it’s obvious that you acknowledge the pros that cloud computing offers businesses. The good news is that OpenAir Salesforce integration tools are built with your interests in mind, particularly when it comes to the use of cloud-based applications for businesses.

Enterprises that are choosing cloud solutions to cut costs find Salesforce OpenAir integration important to their success. You can attain a competitive advantage by using the solution in the service industry.