Streamline Your Business with OpenAir and CRM Integrations
In today’s fast-paced business environment, professional services organizations rely on seamless coordination between their project management and customer relationship management (CRM) systems. Integrating OpenAir with your CRM of choice can unlock a host of benefits, from increased efficiency to better decision-making. In this article, we’ll explore the value of OpenAir-CRM integrations and spotlight our recent work with Freshworks’ FreshSales CRM.
The Power of Connected Systems
Integrating OpenAir with your CRM allows for a seamless flow of data between your sales and project delivery teams. By connecting these critical systems, you gain a comprehensive view of the entire customer lifecycle, from initial contact to project completion. This visibility empowers your organization to make informed decisions, allocate resources effectively, and ultimately deliver better results for your clients.
Key benefits of OpenAir-CRM integration include:
- Automated data syncing, reducing manual entry and potential errors
- Improved forecasting and resource planning based on real-time sales pipeline data
- Centralized data for comprehensive reporting and analytics
- Streamlined handoff from sales to project delivery, ensuring a smooth client experience.
Freshworks Integration Spotlight
Our team recently completed an integration between OpenAir and Freshworks’ FreshSales CRM. FreshSales is a powerful CRM platform that helps businesses manage their sales pipeline, engage with customers, and close more deals. By connecting FreshSales with OpenAir, we’ve enabled a seamless transition from closed deals to active projects.
As Robert Giordano, Senior Integration Consultant at Top Step, explains, “Once deals are closed, they become projects in OpenAir. We pull them into OpenAir to create projects and tasks associated with those deals, bringing over the detail within them.”
The OpenAir-FreshSales integration includes the following key features:
- Automatic project creation in OpenAir when a deal is closed in FreshSales
- Syncing of critical data fields, such as customer information, deal value, and project owner
- Use of project templates based on deal type, ensuring consistency and efficiency.
With this integration, FreshSales users can harness the power of OpenAir for project delivery without navigating between systems or manually entering data. The result is a more efficient, effective, and connected organization.
In addition to Freshworks, we’ve developed OpenAir integrations for many of the most popular CRMs, including Salesforce and HubSpot. No matter which CRM platform your business relies on, our team can help you achieve a seamless connection with OpenAir.
Unlock the Power of Integration
At Top Step, we understand the transformative potential of connecting your critical business systems. By integrating OpenAir with your CRM, you can drive efficiency, insights, and client satisfaction. If you’re ready to take your professional services organization to the next level, we’re here to help. Contact us today to discuss your integration needs and learn how we can tailor a solution for your unique requirements.
