<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=344430429281371&amp;ev=PageView&amp;noscript=1">

Seamlessly Align your Cross-Functional Workflows with Connector for Salesforce & Jira

Posted by Gretchen Pawloski with Connie Blaszczyk on July 13, 2020

When people speak different languages, clarity of information can suffer. The same is true with workflows. Here’s one example that may be familiar: your sales team uses Salesforce to manage customer relationships, while your tech team uses Jira to deliver the products and services your customers need. Unfortunately, the gap between those two platforms forces teams to constantly switch context. Manually-entered input leads to errors and added complexity. Poor visibility across platforms creates inaccurate case status and frustrated customers.  

Effective cross-functional workflows require access to real-time information. That’s why we created Connector for Salesforce & Jira—to give your teams a shared perspective of customer workflows.

ServiceRocket’s Connector seamlessly maps Salesforce records to Jira issues, generating a single source of truth on the status of tasks—comprehensive, real-time information—across platforms. And with its easy implementation, users are often up and running in an hour.

We see many Connector for Salesforce & Jira customers who are able to utilize the tool in about an hour, enabling them to immediately see benefits like no more context switching, improved data quality, reduced friction and better cross-team collaboration."

-Aidin Mahmoodi, Product Manager, Growth.

Built to adapt to your business processes, Connector streamlines cross-functional workflows, enabling everyone to collaborate on a common and tracked goal, with visibility into account interactions and changes in status as soon as they happen. With Connector for Salesforce & Jira, unreliable and redundant data is eliminated. Valuable time is saved by not having to juggle two separate systems for everyday customer management tasks. Your sales team can capture CRM data and close business without delays, while your tech team manages projects, tasks, bugs and issues that come from Salesforce without error or complexity. Greater transparency means that customer needs are met and exceeded.

Here’s how it works

Bi-directional synchronization automatically enables your teams to collaborate without leaving the tools they’re working in. Your sales team can generate issues in Jira from Salesforce; multiple cases can be mapped to a single Jira issue, and vice versa. No more context switching!

Connect Salesforce & Jira

Automated workflows support your company’s unique use cases with automation that reduces the need for manual data entry or human intervention.

 

Connect Salesforce & Jira

 

Two-way record creation and association ensures issues are kept up-to-date, consolidated and easily accessible. The right data is always available across platforms via:

  • Auto-synchronization
  • Salesforce Lightning enabled
  • Aggregated comments
  • Many-to-many associations

Connect Salesforce & Jira

License consolidation helps reduce costs by optimizing the total number of user licenses you need to work within Salesforce and Jira.

 

Connect Salesforce & Jira

Hundreds of global companies rely on Connector for Salesforce & Jira. And with ServiceRocket’s responsive, global tech support, you’ll quickly move past roadblocks, especially during evaluation and implementation.

4 starsArtboard 1@4x-8

Atlassian Marketplace Review

"The connector provides great functionality which enables us to link custom objects in SalesForce to tickets in our Jira Cloud site. Their support team was very helpful in establishing our connection and getting all the settings configured correctly."

Are you ready to boost customer satisfaction and help your teams achieve more? No one can get you there faster.


Connector for Salesforce & Jira Full lockup Full lockup300pxw

Close the gap between the products you love

Start your 30-day free trial today!

GO TO THE MARKETPLACE

 

Subscribe To
Our Newsletter

Interested in writing for the Software Adoption Blog?

We love connecting with software leaders and writers who can help us fulfill our mission to create entertaining AND educational resources that people can put to use.

Find Out How ➝

Recent Posts

Posts by Topic

see all