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Salesforce and Jira Integration: Your Key to Maximizing Organizational Productivity

by Prakriti Kaushik on May 18, 2022

With customers wanting proactive services and personalized interactions, businesses are gravitating more towards using top project management and CRM tools.

And what could be better than using Salesforce, one of the most widely used CRMs in the world, with Atlassian’s project management tool – Jira? When you integrate these two systems, you can use them both seamlessly and enhance their capabilities.

Not just this, an integration between the two platforms empowers businesses to maximize the organizational productivity and performance of teams.

In this blog post, we will discuss all you need to know about what an effective Salesforce and Jira integration brings to the table.

So, let’s begin.

Salesforce and Jira – Understanding the Platforms

Salesforce is a cloud-based CRM (Customer Relationship Management) that helps sales, support, and marketing teams organize customer data and keep track of it in real-time.

salesforce_jira_integration

Jira is a project management tool that helps teams organize work, track progress, and stay agile by tracking bugs, requests, issues, and work-in-progress items.

It allows teams to collaborate more efficiently by making it easy to share tasks and collaborate on different projects.

Why Should You Integrate Salesforce and Jira?

Using two different tools can lead to low productivity, while also affecting team collaboration at the same time.

And since seamless communication is the key to cross-team collaboration, it is essential that data being exchanged between teams is in real-time.

Salesforce-Jira integration helps you:

  • Minimize human error
  • Reduce case resolution time
  • Improve transparency
  • Streamline workflows

What’s more? With this accurate and relevant data, businesses can make real-time informed decisions.

Benefits of Salesforce-Jira Integration

Integrating Salesforce and Jira is a great way to stay organized. It reduces the amount of time your employees spend working on different tools for a common objective.

When Salesforce and Jira are integrated, you get some great benefits:

    • Closed-Loop Communication

Your support and product teams work in a closed loop and not in silos with Salesforce-Jira integration.

    • Effective Case Tracking

Creating a case in Salesforce and linking it to a Jira issue for effective case tracking is a breeze.

    • Improved Customer Satisfaction

Provide improved customer service by keeping track of customer feedback and interactions.

    • No Shuffling Between Platforms

With a unified view of all data, sales and product teams can make informed decisions quickly.

Now, the question arises – how can one integrate these two instances? Well, using a connector is the most feasible solution.

And this is where Sinergify comes into the picture. It is a Salesforce-Jira integration connector, which allows silo-free interaction between Salesforce and Jira. The solution empowers businesses to sync data between the two systems in real time.

Conclusion

Salesforce and Jira have their own unique challenges and limitations when used independently. However, in order to take advantage of both tools, organizations must integrate Salesforce with Jira to truly achieve the full potential of each product and maximize productivity.

Integrating Salesforce and Jira provides a seamless user experience across team boundaries where support and product teams can work together effortlessly from one console connected to multiple accounts across two different platforms.

Want To Ensure a Seamless Salesforce-Jira Integration? Download This eBook.

Are you getting the most out of your Salesforce and Jira instances? Or, still doing all the syncing manually?

Check out our eBook that decodes why you need Salesforce-Jira integration and how you can implement it right. Or, simply drop us a line at [email protected] and we’ll take it from there.

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