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Automate Your Operations by Integrating Salesforce and Jira

by Nirdosh Kataria on Jan 15, 2022

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.

Automate Your Operation by Integrating Salesforce and Jira

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?

See Sinergify in the real environment and take a product walkthrough from our product experts in a personalized demo session. In this session, you can get answers to your queries from our experts.

Should you have any questions, please write to us at [email protected] and our experts will take it from there.

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