Nirdosh Kataria

Eliminate Tech Silos With Salesforce and Jira Integration

The global pandemic has forced many businesses to turn to virtual workspaces and depend heavily on technology.

However, going digital comes with its own challenges. Tech silos are one of the biggest enemies for businesses that are more dependent on technology than ever before.

The silos mentality crops up when there is a lack of transparency between support and engineering teams.

This usually happens when organizations fail to establish the right systems and tools to enable different teams to work harmoniously with each other.

Not integrating your business-critical tools such as Salesforce and Jira creates a barrier between different teams, destroys trust, duplicates crucial customer data, and cuts off communications.

Thus, Salesforce Jira integration has become and should be the top-most priority for many businesses.

Integrating the two tools enhances their potential, improves transparency between support and engineering teams, and helps automate business processes.

How Can You Integrate Salesforce and Jira?
While there are many ways to integrate the two tools, using a connector is one of the safest and easiest ways of getting the job done.

A Salesforce and Jira connector is an out-of-the-box solution that allows you to connect and seamlessly integrate the two tools.

With the implementation of a connector, you can streamline Salesforce and Jira instances, workflows, reduce complexity, and eliminate unreliable and duplicate data.

A Salesforce and Jira Connector Should

Provide Accurate and Up-To-Date Data
Using outdated data and/or duplicate records is as harmful as not using your data at all. Real-time data synchronization ensures that all the data is accurate and up-to-date, and easily accessible to both the customer-facing and back-end teams.

Streamline and Automate Cross-Functional Workflows
Since the data is scattered across different platforms, it’s difficult to build actionable, accurate, and comprehensible reports based on data-driven insights. Automating business processes helps create better and more accurate reports, reduces overhead costs, and provides greater control over financial assets.

Easy to Set Up and Use
With easy configuration and implementation, users can get started in just a few clicks. You get faster access to accurate and up-to-date data without writing a single line of code.

However, to enjoy these benefits, it’s important to choose the right connector.

Considering the need for a robust and secure connector, Grazitti Interactive’s maestros have built a Salesforce-native, Lighting-ready Salesforce Jira Connector – Sinergify.

It enables businesses to diminish collaboration barriers between teams, accelerate customer response time, and provide quality customer service.

With Sinergify,

• You can sync data bi-directionally, automatically, and in real-time to foster frictionless collaboration between different teams.
• Each team will have complete control over what information is passed between the systems without disturbing each other.
• You will have a 360-degree view of customer issues, feedback, and queries, allowing customer-facing teams to provide faster resolution.
• You get to experience up-to-date, accessible, and accurate information in Jira and Salesforce.
• Teams can extract insights from data while keeping the data quality intact.
• You can handle downtime and outages in systems automatically

In Addition to the Above Benefits, Here Are Some of the Features of Sinergify

• Create a new Jira issue from Salesforce
• Change Jira status from within Salesforce
• Bi-directional auto-synchronization
• Automate workflows
• Sync attachments and comments
• Search for existing Jira issues
• Integrate multiple Jira instances with Salesforce

The Bottom Line
Sinergify is a cutting-edge and no-code connector that allows bidirectional data synchronization between Salesforce and Jira.

Eliminate tech silos by integrating these two ecosystems to improve your employees’ productivity, streamline your processes, and reduce complexity and overall cost.

Ready to Try Out Sinergify?

Powering Real-Time Two-Way Synchronization Between Salesforce and Jira

In today’s business environment, efficient data management is crucial for any successful company, and CRM systems have become essential tools among businesses of all sizes.  

However, apart from CRM systems, many organizations also collect and manage data through project management tools such as Jira.  

But, adding more platforms to your tech stack can cause greater gaps in information, and thus departmental silos.

Consequently, databases become disconnected and cause data consistency problems. 

As a result, your employees have to manually import and export data to keep it reliable, accurate, and up-to-date.

Breaking Down Organizational Silos

Salesforce and Jira are two business-critical tools for any organization.

These platforms help organizations build successful relationships with their customers since they enable them to provide faster customer support. However, to enhance the potential of these tools, it is fundamental to ensure there is a seamless synchronization between the two ecosystems.

Your Salesforce CRM and Jira system need to be in sync to

• Have complete transparency into each customer’s issue
• Achieve faster case resolution
• Increase productivity
• Attain a higher customer satisfaction score
• Automate business processes
• Reduce dependency on customized solutions

However, continuously keeping data in sync between Salesforce and Jira, while maintaining its integrity, can be an expensive and tedious job. This is why data synchronization has become a crucial tool in managing data.

Data synchronization is an ongoing process between two or more systems or devices to ensure there is consistency within the systems.

The Importance of Integrating Salesforce and Jira

Data Consistency
Real-time data sync between the two platforms ensures complete, accurate, and up-to-date data, which is less prone to duplicating and/or human errors.

Saves Time
Once integrated, data synchronization is performed automatically, saving your employees a lot of time and effort.

Improved Customer Service
Accurate and reliable customer data is one of the key components of delivering a superior customer experience. Equipped with consistent and relevant data, your employees will be able to provide better customer service and drive more sales.

Increased Employees’ Productivity
Since data is synced between Salesforce and Jira automatically, your employees don’t have to go back and forth between the two systems to look for data. With relevant data available at their fingertips, they will spend less time on daily operations.

How Can Your Business Sync Data Between Salesforce and Jira in Real-Time?
There are a few different ways of integrating Salesforce CRM and Jira system

• Native Integrations – Offered by the vendors of the apps you are currently using
• Custom Integrations – Built by your in-house team for your business’ specific needs
• Third-Party Integration Platforms

While custom integrations are great to achieve a true data sync, developing software for two-way and real-time sync is a challenging task. It takes weeks to build, and it’s definitely not a cost-effective solution.

Thus, a majority of organizations choose third-party integrations to connect their Salesforce and Jira. Such solutions come equipped with many out-of-the-box features to make data synchronization between applications easy.

Sinergify Helps Sync Data in Real-Time Between Salesforce and Jira

Sinergify, a Salesforce and Jira connector, is a great collaboration tool. It helps you sync data in real-time between the two systems.

The connector eliminates communication barriers to foster better collaboration between product/engineering and support teams.

It also helps organizations achieve customer centricity by providing a clear understanding of customer needs, problems, and objectives.

Want to Know More About Sinergify?

Automate Your Operations by Integrating Salesforce and Jira

Automation is possible in nearly all business processes.

In fact, according to Gartner, 89% of general accounting operations and 72% of financial controlling and external reporting can also be automated.

Automating business processes improves overhead costs, reduces hours wasted on repetitive tasks, and increases overall productivity.

Several organizations are automating business processes by investing in best-in-class technologies, such as CRM, project management tools, and other platforms to deliver better customer experiences.

Salesforce being the world’s #1 customer relationship management (CRM) platform helps your marketing, sales, commerce, service, and IT teams work collaboratively from anywhere so you can keep your customers happy.

On the other side, we have Jira – a proprietary issue tracking product developed by Atlassian – that allows bug tracking and agile project management.

Both are two business-critical tools that numerous organizations around the world use for growth, team coordination, and productivity.

Benefits of Automating Business Processes Using Salesforce and Jira

Improved Efficiency and Productivity
An employee spends an average of 69 days every year on administrative tasks.

By using digital solutions such as CRM and Jira, employees can handle multiple tasks simultaneously. This leads to improved efficiency and enables your employees to focus on revenue-generating activities.

Reduced Costs
According to a study, organizations lose 20 to 30% of revenue annually due to inefficient processes.

Making the transition from manual to automated processes enables error minimization. This way, no money and time is wasted in fixing inefficiencies.

Not only does automation reduce manufacturing overheads, but it also increases overall profits.

Makes Business Processes More Efficient
Business processes efficiency can be achieved by taking a process and finding a better way to do it.

When repetitive processes are performed consistently, there’s no room for errors. Moreover, automation provides greater visibility, improved collaboration, and more efficient task management.

Minimizes Errors
Regardless of the capabilities of your employees, erring is human. Delays and manual slip-ups are inevitable.

Automating processes using Salesforce, Jira, and other automation tools eliminates the likelihood of humans.

The Need for Salesforce and Jira Integration
Using Salesforce CRM and Jira as standalone applications is undeniably a game-changer.

Since both the platforms are cloud-ready, they are easy to synchronize across various devices.

However, using these platforms independently causes a lack of cross-team collaboration and duplicate data.

So, integrating Salesforce and Jira helps your product and support team view each other’s activities in real-time. This transparency eliminates friction between the two departments, making it easier to resolve customer issues more quickly.

With Salesforce and Jira integration, team members don’t need to switch channels to get up-to-date customer information and/or respond to a request.

Thus, integrating the two ecosystems will help you make the most out of your investments in these platforms.

The integration also enables –

• Stronger team collaboration and communication
• Improved customer support and satisfaction
• Accurate and real-time insights into how the backend team is handling customer issues
• Enhanced customer experience and engagement
• Faster case resolution

Seamlessly Integrate Salesforce and Jira Using Sinergify

Sinergify is a cutting-edge and no-code connector that enables businesses invested heavily in Salesforce and Jira to integrate these two ecosystems.

Sinergify works as a collaboration tool that saves organizations a lot of time, improves efficiency, and drives a faster return on investment. Using Sinergify to integrate the two platforms enables businesses to get the most out of their processes and investments.

So, integrate Salesforce and Jira using Sinergify to streamline your processes, enhance productivity, and reduce overall costs.

Want to Know How Sinergify Works?