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Improve the Efficiency of Service Delivery With OpenAir Salesforce Integration Many businesses today tend to prefer Salesforce as an effective CRM tool. 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. Because you’re targeting the same customers, it is not efficient to keep capturing their data separately into the two online-based solutions. You could configure the two programs to share system resources, particularly the database, eliminating redundancies and wastage of time. That’s certainly achievable with the incorporation of an OpenAir Salesforce integrator. Here are some of the major benefits of OpenAir Salesforce integration: Increased 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. Due to efficient integration, you can conveniently turn into OpenAir projects the opportunities you have in your Salesforce customer records.
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Increased Project Visibility Thanks to integration, project visibility is enhanced from different perspectives. For instance, you can gain insights on important metrics like project completion, billable time, or billed amount. Synchronization of Account and Clients Incorporation of Salesforce accounts into OpenAir clients is possible with the use of connectors. The harmonization process is bidirectional, meaning that you can do it from Salesforce in OpenAir or the other way around. Ease of Customization A Salesforce OpenAir integrator boasts prebuilt capabilities, but it’s possible to fully customize it. The appliaction’s functionality and data flow features can be manipulated to address specific business requirements. 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. This harmonization is bidirectional also. 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. As such, if you’ve been using a complete customer database on Salesforce, and now you want your newly OpenAir account to rely on the same data, bulk transfer of the information is possible, getting rid of errors and wastage of time. Salesforce OpenAir integration makes it possible to execute such data transmission or synchronization across independent platforms. Designed for Cloud-Based Use In case you’re utilizing OpenAir or Salesforce, it’s obvious that you acknowledge the pros that cloud computing offers 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.