As two of the most popular products in their respective fields, Salesforce and Jira are used in various business processes across multiple domains. Salesforce is focused on customer relationship management, while Jira provides the best project planning and management tools. Integrating the two platforms creates a more cohesive work environment. A Jira and Salesforce integration, when efficiently implemented, is an excellent way to manage projects and solve customer problems in a unified environment.
Here are the benefits of integrating Salesforce with Jira:
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Improved Customer Satisfaction
Customer satisfaction is a priority for any successful business. The majority of customers like to spend their time and money with brands that deliver excellent customer support.
Upon completing the sales process, the client is transferred to the project management team who can track everything from the beginning to ensure the project is successful and improves customer satisfaction rates.
Increased Productivity
A Jira and Salesforce integration helps businesses increase overall productivity by allowing teams to share information quickly and seamlessly. The flow of real-time data helps employees make better decisions on where they should focus based on relevant inputs provided by the sales or marketing team members on the specific customer.
Operations, sales, and marketing teams can be managed efficiently by monitoring their overall performance. Businesses can also get insights into the issues faced by their customers and offer support accordingly.
Time-saving
Creating new projects, managing existing ones, and staying on top of the competition are all difficult tasks for account managers. Managing time can be challenging because of manual tasks and inefficient processes. A Jira and Salesforce integration alleviates this challenge as automated exports, approvals, and workflows allow employees to use any time savings to focus on other important tasks.
Improved Collaboration
With a Jira and Salesforce integration, development, and customer experiences employees can collaborate more effectively on customer problems. Integration of the two platforms allows employees to view customer information, make better decisions, and resolve issues faster.
The ability to view customer information within the Salesforce CRM software is what makes this integration so powerful. It offers customized templates and a rich text editor for collaborative document development with Jira, which means departments can work more efficiently.
Jira and Salesforce Integration – An Ideal Approach to Improve Business Workflow
When effectively implemented, integrating Salesforce with Jira can help businesses get the best out of both software platforms. Increased productivity, more effective customer service, better collaboration between employees, and satisfied customers are some of the benefits of integrating Jira with Salesforce.
Speridian is a Salesforce consulting partner and our proven CRM approach to Salesforce.com offers a unique combination of specialized horizontal services along with vertical expertise, innovation, and solutions. With our digital and cloud technology expertise and by leveraging our industry domain knowledge, Speridian’s Salesforce Practice has a full spectrum of services including Salesforce Health Cloud, Salesforce Financial Services Cloud, Salesforce Marketing Cloud, and more. Connect with us to discover more about Speridian and our Salesforce managed services.
