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Why Organizations Need Integration to Achieve Holistic Data

by Sanjana Rikhi on Oct 05, 2023 in Salesforce

Data is the lifeblood of successful organizations. However, it often resides in departmental silos, making it difficult to get a holistic view.

Holistic data is essential for improving customer service, identifying new opportunities, and making better decisions.

So how does one achieve holistic data? With data integration. It enables you to combine data from disparate sources for a unified view.

This empowers you to better understand customers, operations, and markets.

The Benefits of Achieving Holistic Data With Integration

Improved Decision-Making

With a holistic view of data, you’ll be able to make better decisions about product development.

For example, by examining data from multiple sources such as customer feedback, sales trends, and user behavior, you’ll be able to identify areas for product development.

Understanding customer pain points and preferences helps in building products that meet their needs and expectations, resulting in customer satisfaction and loyalty.

Access to relevant data enables you to see the big picture and make informed decisions.

Enhanced Customer Interactions

Data integration enables you to provide personalized and seamless customer experiences.

For example, if a customer contacts a support agent, the latter will be able to see the former’s previous interactions, purchases, and open tickets, if any.

This will enable agents to provide helpful and efficient service.

Improved Operational Efficiency

With data integration, you’ll be able to improve operational efficiency and streamline workflows.

For example, if you have multiple systems for inventory tracking, data integration will consolidate this data into a single system.

This will enable you to track inventory effectively and reduce the risk of stockouts.

Identification of New Business Opportunities

Holistic data enables you to identify business opportunities by providing insight into customer behavior and market trends.

For example, if teams across your organization have a consolidated view of customer data, they will be able to develop new products and services.

Challenges Involved in Improving Data Integration

When it comes to data integration, there is always scope for improvement. Some challenges that may come your way include:

  • Data Silos
  • When teams use different systems for storing data, it can be difficult to obtain a complete picture of data. This leads to data duplication, discrepancy, and inefficiency.

  • Data Quality
  • Data integration is only as good as the quality of the data that is integrated. Therefore, if it is inaccurate and inconsistent, the results will be unreliable.

  • Technical Complexity
  • Data integration can be a complex and technical process. This may make it difficult for organizations to implement and maintain data integration.

Types of Integration for Achieving Holistic Data

Manual Data Integration

This is the simplest type of data integration. It involves manually transferring data from one system to another. It can be time-consuming and error-prone, but it is often the only option if you don’t have the resources to implement sophisticated data integration.

Data Integration with Middleware

Middleware is a software layer that sits between two or more disparate systems and enables them to communicate with each other. This is a more efficient way to integrate data than manual integration, as it enables automatic data transfer.

Uniform Data Integration

This type of integration enables you to access data from multiple systems through a single interface. This helps you improve collaboration between multiple teams, as they will be able to access the same data.

Common Storage Data Integration

This involves storing data in a common repository. It enables you to improve data consistency and reduces duplicate data.

Application-Based Data Integration

Application-based data integration integrates data between multiple applications. This improves workflow efficiency and automates tasks. Many businesses use a variety of applications to manage operations, such as customer relationship management (CRM), enterprise resource planning (ERP), human resources (HR), and sales and marketing.

For example, Sinergify, an app-based data connector enables you to integrate CRM and project management tools.

Application-based data integration is effective when data between specific software or services has native integration capabilities. It offers real-time data synchronization and enables seamless data flow between interconnected applications.

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How to Achieve Holistic Data By Integrating CRM and Project Management Tools

By integrating CRM and project management tools, teams working on the two platforms have access to each other’s data. This makes workplace collaboration simpler.

Two of the most popular CRM and project management tools include Salesforce and Jira.

Sinergify is a Salesforce-Jira connector that enables you to share data seamlessly between the two platforms and provides customer support and project management teams with holistic data.

The use-cases of Sinergify include:

  • Creating Jira Issues From Salesforce
  • Support agents will be able to create a new Jira issue directly from the case details page if they need assistance from the engineering or product team.

  • Notifying Case Owner of Jira Updates
  • Automatically send notifications to the case owner in Salesforce when there is an update to a Jira issue from the engineering or product team.

  • Searching and Linking Jira Issues Directly From Salesforce
  • If a support agent encounters a customer case that is similar to one they have seen before, they will be able to use the search function in Jira to find existing Jira issues. If a similar issue exists, the support agent will be able to link the new case to the existing issue.

  • Centralizing all Updates on Both Jira and SFDC Side
  • If there are any changes to a case in Salesforce, such as the status, priority, or any other updates, Sinergify will automatically sync those changes to the corresponding Jira issue. This ensures that data in both systems is up-to-date and accurate.

  • Making Jira Feeds Visible to Customers
  • Sinergify offers an on-demand functionality that enables you to make your Jira feed visible to customers via communities. This means that customers will be able to see Jira issue details on the community side, as well as in Jira itself.

  • Updating Case Status of Resolved Jira Issues
  • When a Jira issue is marked as resolved by the engineering or product team, the status of the corresponding case in Salesforce will be updated to reflect this change.

  • Syncing Attachments and Comments
  • Sinergify enables the two-way synchronization of attachments and comments between Salesforce and Jira. This means that they will be added to both systems, and automatically synced with the other system.

  • Jira Status/Transition via Salesforce
  • Users will be able to update the status of Jira issues from Salesforce without having to switch to Jira. This includes the ability to use Jira transition screens, which are used to change the status of a Jira issue and to move it through a workflow.

Wrapping Up

When data resides in disparate sources, serving customers can become a challenge.

By integrating data, you’ll be able to overcome this challenge and enable your teams to work in unison.

With Sinergify, you’ll be able to enhance the manner in which your support and project management teams work by giving them a unified view of data.

This will help you enhance internal operations and build customer satisfaction.

Leverage the Power of Holistic Data. Talk to Us!

At Grazitti, we believe in fostering better workplace collaboration.

Begin your journey today.

Should you want to know more, please write to us at [email protected] and our product team will take it from there.

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