Businesses are leaving no stone unturned to delight their new-age, savvy customers. For that, brands are switching to best-in-class technologies like CRM, project management, and other collaboration tools to improve business processes and create better customer experiences.
When we think of CRMs, we think of Salesforce as it is the world’s #1 CRM platform. And when we think of project management, Jira tops the charts as it is a global leader in issue tracking and project management. There are numerous organizations around the globe that use both Salesforce and Jira for team coordination, productivity, and business growth.
But where some organizations miss the plot is when they use both Salesforce and Jira separately, with no connection to each other. And in this blog post, we’ll unravel why organizations should integrate their Salesforce CRM with Jira.
The Challenges with Siloed Technologies
Let’s take a look at the challenges that can arise with siloed tech:
- Time-consuming for different teams to obtain data from both systems.
- Delay in important business decisions.
- Repeated information in multiple systems, often resulting in an incomplete overview of each customer’s issues.
- Overlapping in their business functionality and data because these two tools aren’t really designed with each other in mind.
Don't forget to check out: Salesforce Integration With Desktop Application
6 Reasons Why Your Business Needs to Integrate Salesforce with Jira
Let’s look into the top 6 reasons how integrating Salesforce and Jira makes it easy to create a better customer experience and reduce friction between the teams.
1. Unified Teams
Seamless sync between Salesforce and Jira enables better visibility and internal communication. The integration helps to create a single source of truth for teams like sales, marketing, product development, customer success, or support using these systems. The bi-directional integration of information and processes between the two systems helps to break down team silos, improve collaboration, and coordination between teams across two applications.
2. Elimination of Redundant Processes
The integration ensures real-time sync between the systems, which eliminates manual data entry work, duplicate data, and unscattered data. With this, every team can work on projects with data that’s up-to-date and error-free.
3. Better Transparency
With the integration, you get a comprehensive view of all activities taking place in your organization. This means, be it your sales pipeline, project details, or customer interactions, everything will be in a centralized place. The teams no longer have gaps and if any customer issue arises, you can quickly resolve it with the help of complete transparency.
4. Higher Customer Satisfaction
The integration provides a 360-degree view to different teams, making sure cases are resolved fast, thus, improving customer experience and satisfaction. It ensures that the service/support team has access to all customer data that helps them to efficiently manage issues and improve the average case resolution time.
5. Enhanced Reporting
Create advanced reports in Salesforce by combining the data from Jira and Salesforce to gain significant insights into your operations and their ROI. Your teams can analyze combined reports and updates to gain 360-degree information about each individual customer or issue. Also, create reports to analyze the effectiveness and efficiency of your teams.
Check out an amazing Salesforce tutorial video here: What benefits Salesforce Email integration provides for my business?
6. Efficient Time Management
A lot of your team’s time is spent on handling admin and management tasks. With a Salesforce and Jira integration, however, you can reduce their manual efforts and boost their productivity by replacing manually initiated processes with automated business processes. This helps not just to save time and improve efficiency but also to reduce expenses.
Integrating Salesforce and Jira will enable you to streamline your processes, reduce costs, improve productivity, and enhance the quality of operations. We, at Grazitti, know the importance of this integration, which is why we created – Sinergify: A Salesforce-Jira Integration Connector that enables better cross-collaboration and streamlined processes. And the best part is that it links multiple Jira instances with a single Salesforce Org.
Take a look at how a leading provider of integrated HR and payroll software automated their business operations and fast-tracked case resolution by integrating Salesforce and Jira. And while you’re at it, also take a look at how a leading software provider of data management products improved communication, collaboration, and transparency between Salesforce and Jira users.
Wish to know all about how Sinergify works? Talk to us!
If you want to see the plethora of Sinergify’s capabilities and what they can do for your business operations, schedule a personalized demo with our product experts today!