Integrating NetSuite OpenAir With Salesforce.com

One of the challenges in your project-based organization is getting your sales and services teams on the same page. By integrating the two systems, you create an environment that removes barriers of “your data” and “my data” conflicts that create miscommunication and unreliable reporting.

TOP Step Consulting understands these challenges and how to set you on a path to improving your sales to services process by integrating between your OpenAir and Salesforce.com environments.   By automating data flows between systems, you can concentrate on generating revenue and managing profitable projects

What data is exchanged?

  • Seamless movement of Opportunity data from Salesforce.com into OpenAir projects
  • Sending account information in Salesforce.com to Client information in OpenAir
  • Converting product lines into budget transactions for order line level detail tracking.
  • Movement of contact information from Salesforce.com to OpenAir for invoicing
  • Movement of selected project and client data points back into salesforce.com

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integration and extension possibilities for your PSA System

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Dec 14

NetSuite OpenAir Administration Best Practices

December 14 @ 1:00 pm - 1:30 pm

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.  We are celebrating our 10th year of success and look forward to growing and learning with you.

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