top of page
.webp)
Salesforce Integration and Automation
Software development and delivery depends on the synchronization of people, processes, and tools and the key to customer success is delivery high-quality products at speed. This calls for improved collaboration, visibility and traceability into customer data and a seamless uninterrupted flow of information. And to eliminate manual efforts by connecting people and tools and automating processes.
Improve Collaboration and Customer Satisfaction Score
Seamless Data Sharing and Visibility
Facilitate smooth communication by getting complete view of customer issues and priorities. Provide enhanced data visibility, allowing you to gain insights into your business operations and make better-informed decisions.
Streamlined Feedback Collection
Enable uninterrupted flow of information between teams by sharing gathered customer feedback with development teams for informed decision-making.
Customize Your Workflows and Improve Productivity
Integration and Adaptability
Enjoy a highly configurable solution that eliminates manual efforts and enables synchronization of custom objects between tools, providing adaptability to evolving business requirements and enhancing overall operational efficiency.
Improve productivity and issue resolution time
Get complete visibility into requirements, status updates, change requests and new feature requests, enabling teams to deliver faster and improve customer satisfaction.
Automate Your Salesforce-Jira Workflows for Improved Customer Experience
Plum CRM’s integration suite connects Salesforce and Jira bi-directionally. It ensures that all data is available to each user, in that user’s preferred system, with full context, in real-time. The cases between Jira and Salesforce synchronize and all work items, such as defects along with comments and attachments, synchronize to both systems in real time. Users can also control which values and fields are displayed in Salesforce and Jira.
Three easy steps to connect Salesforce and Jira
Step 1: Configure Salesforce and Jira systems through Plum CRM
Step 2: Configure the mapping - select the project and entities, map the fields of the selected entities
Step 3: Configure and activate the integration
Why Will You Choose Our Application
Challenges
Cumbersome Manual follow-ups like emails and spreadsheets Ineffective collaboration, longer response time, unmet SLAs, delay in ticket resolution Lack of ticket status updates Lack of visibility into change requests
Solution
Microsoft Dynamics 365-Jira Integration with Plum CRM
Outcome
Enhanced Collaboration Informed decisions on defects Real-time status updates on tickets Effective ticket resolution
bottom of page