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Be Effective in Service Delivery With OpenAir Salesforce Connection Salesforce is arguably one of the most popular customer relationship management systems. However, if you’re an expert involved in provision of services, NetSuite may also a tool you’re using to help improve the efficiency of business functions such as resource optimization, project coordination, and expense management. When you’re handling the same customers, it is illogical to keep typing their information separately into both cloud-hosted platforms. 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. Here are some of the major benefits of OpenAir Salesforce integration: Efficiency in Opportunity to Project Conversion
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Once you have your Salesforce and OpenAir data integrated, you can turn opportunities into real projects with more ease. There are the prospects you have in your Salesforce database, and these can easily become OpenAir projects with seamless integration.
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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. Harmonization of Accounts and Clients Incorporation of Salesforce accounts into OpenAir clients is possible with the use of connectors. The synchronization feature is bidirectional, indicating that it can be executed from OpenAir in Salesforce or vice versa. Ability to Customize While a Salesforce OpenAir connector comes with prebuilt functionality, it is open to full customization. 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. Synchronization of Contacts The integration of Salesforce with OpenAir makes it possible to sync contacts in the two applications. 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. With Salesforce OpenAir integration, it is easy to implement that level of data transfer or harmonization across separate software tools. Construction for Cloud-Based Application 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. 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. Companies that are increasingly depending on cloud-based tools to minimize costs find OpenAir Salesforce integration very vital to their success. You can attain a competitive advantage by using the solution in the service industry.