Using OpenAir With Identifying Sales Opportunities

OpenAir is a Professional Services Automation Solution that is owned by NetSuite. It provides resource management, project management, project accounting, invoicing, and time and expense management for professional service organizations in a single application. OpenAir helps professional service organizations manage their largest expense (people) while driving revenue and improved profit margins through:

  • Increased resource utilization
  • Decreased overhead for project accounting and reporting
  • Expedited billing
  • Increased billing accuracy
  • Improved on-time project delivery


Disparate systems and lack of a formal CRM tool make it challenging to easily identify sales opportunity within the existing client base.

Business Challenge

Winning new business is important and critical to all agencies; however, most will have small sales teams in relation to the company size. That’s because they often gain repeat business with their customers for on-going project work. They need to proactively understand what has been previously sold to their existing customers, what projects have been completed or on-going as well as any products sold to identify additional opportunity with the customer and increase win rates.

NetSuite OpenAir Solution

OpenAir with NetSuite provides a 360-degree view of the customer with sales activity, opportunities, projects and product sales at your finger tips. All client touch points from phone calls, to events, to emails are stored on the customer record. Existing and past opportunities/pitches are stored as well as Projects with the status to determine where additional services may be provided. Order history is stored to see what services were purchased with the ability to up-sell additional services/products. This visibility is a game changer for growing a agency through its existing customer base.

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