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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. When you’re handling the same customers, it is illogical to keep typing their information separately into both cloud-hosted platforms. You could configure the two programs to share system resources, particularly the database, eliminating redundancies and wastage of time. That’s possible if you utilize an OpenAir Salesforce connector. A few of the main advantages of OpenAir Salesforce connectors include: Increased Opportunity to Project Conversion
Finding Parallels Between Sales and Life
It becomes easier to convert prospects to actual projects when your Salesforce and OpenAir data is harmonized. 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. Harmonization of Accounts 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. Ability to Customize 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 you require to do that is extremely intuitive. Synchronization of Contacts It is possible to sync contacts stored in Salesforce and OpenAir following integration of the two platforms. This harmonization is bidirectional also. Updating Records En Masse The transmission of Salesforce records to another product like OpenAir can be cumbersome and slow if executed manually or one by one. Thus, when you’ve been depending on a robust Salesforce customer database for a while and now there’s the need to access that information from your newly set up OpenAir account, you may transfer that information in bulk, saving time and avoiding errors. With Salesforce OpenAir integration, it is easy to implement that level of data transfer or harmonization across separate software tools. Ability for Use in the Cloud Of course, your deployment of OpenAir or Salesforce is sufficient evidence of your recognition of the perks involved in the business use of cloud-based solutions. You’ll be happy to know that OpenAir Salesforce connector tools are created to cater to your best interests, specifically concerning the utilization of cloud-hosted products for business purposes. 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.