Autotask PSA Integration
Integration with Autotask PSA
Autotask is the leading provider of PSA solution to the IT support industry. Autotask has CRM, Contracts Management, Service desk (Ticketing), Project Management, Invoicing, Asset Management and reporting all rolled into one single hosted application. It is a Cloud based solution and hence no installation, no updates required. You get Auto updates, you can access it from anywhere in the world. Autotask also integrate with Mobiles like iPhone, Android, Blackberry etc. VARStreet has and Autotask has a long history of working together. VARStreet was once a part of Autotask and hence it is obvious that the integration that we have with Autotask is better than any other 3rd party systems that has it.
What will you get?
- Very tight and integration between VARStreet Quote Software and Autotask CRM Module
- Customers & Contact to sync with Accounts & Contact in Autotask – Bidirectional
- VARStreet product quoting software & Shopping carts to integrate with Autotask’s opportunity & Quote Program
- Create an opportunity in Autotask and easily open VARStreet sales quoting tools for that opportunity with all the necessary fields like customer, contract, address etc auto filled, quickly create a Sales quote which can then update the Autotask opportunity real-time.
- Create a VARStreet Sales Quote and integrate it with Autotask opportunity
- Once a Sales quote is converted to a Sales Order in VARStreet , it updates the Autotask opportunity status
- If a Sales quote is not won then it updates the opportunity status as “Closed – Lost” (or equivalent)
- One time synchronization between VARStreet custom catalog and Autotask inventory. VARStreet also updates Autotask real-time if there are new items added to custom catalog or if
- the existing item is modified.
- Ability to handle custom requirements
Contact VARStreet sales to learn more.