It’s easy to collaborate virtually
with Salesforce Jira Integration
Well-coordinated teamwork is essential for the successful implementation of your projects. With our Salesforce Jira integration, you will be able to control Jira processes efficiently from Salesforce, and save valuable time!
Those who work in teams have to be especially precise when it comes to data maintenance. Salesforce and Jira offer a good solution here. Data maintenance is key to the success of teams that work for the same customers and who must rely on correct and up-to-date information about them. Today, it can be automatised.
In the Salesforce CRM system, for example, especially in case management, customer data can be linked to customer inquiries. But employees in companies that use Jira and Salesforce often have to switch back and forth between two systems multiple times in order to communicate effectively with other teams, external employees, and the customer.
With Salesforce Jira integration, you can simplify your employees' workflows by connecting Salesforce and Jira. It is no longer necessary to enter transactions in both programs. Everything is automatically captured and updated in Jira through Salesforce, and your team will always be up to date.
Link Jira operations: receive automatic ticket updates
Just like in Jira, you can link operations to other Jira tasks when creating tickets in Salesforce. Moreover, you can view the status of actions associated with each ticket at any time. And because tickets are updated automatically, your team will always be up to date.
A complete overview
Your teams have access to all information, updated in real time, all in one system.
Introduction and global implementation of Salesforce Sales Cloud and Service Cloud
The client originally used its ERP systems in combination with non-connected tools such as Outlook, Excel and Word. This led to a high manual workload in the sales and service areas of the business, and impaired the workflow.
Health & Pharma
Optimisation of an existing Salesforce Sales Cloud
The client commissioned us to completely re-work an inadequately set up Sales Cloud instance, together with all relevant processes. It was clear from a brief system and process audit that numerous central processes had only been partially, or in some cases even incorrectly, automated. After our overhaul of the client’s Sales Cloud, the lead generation and qualification process was once again state-of-the-art. All data could be accessed effortlessly at any time with the help of automated dashboards and reports.
Manufacturing / Medical technology
Introduction of Salesforce Sales Cloud as a scalable CRM system
The client needed an existing CRM to be replaced entirely by Salesforce Sales Cloud, which would be introduced as the cornerstone for all related processes (e.g., product service and interface with ERP). In this first phase of working together with the client, the objective was to provide marketing and sales via an expandable and future-proof CRM.