Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides

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In this presentation, we demonstrate how zAgile’s integration of Salesforce with Confluence and JIRA can bring customer relationship management to the rest of your organization. The integration of these tools enables the entire organization to be on the same page with regards to achieving highest levels of customer service and satisfaction.

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Integrating Salesforce with Confluence and JIRA using zAgile Teamwork -- Slides

  1. 1. Integrating Salesforce with Confluence and JIRA Bring CRM to the rest of your organization November 16, 2011
  2. 2. Bring CRM to the rest of your organization Example  Use  Cases  •  Customer  Onboarding   –  Create  &  Manage  JIRA  tasks  from  Account  page  in  Salesforce  to  ini=ate   customer  onboarding  process  •  Customer  Case  Management   –  Create  &  Manage  JIRA  tasks  from  Case  page  in  Salesforce  for  Case  triage  and   resolu=on  management  •  Customer  Account  Management   –  Create  Confluence  page  from  Account  page  in  Salesforce  for  internal   collabora=on  and  tracking  customer-­‐related  ac=vi=es    •  Customer  Requirements  Management   –  Associate  Customer  requirements  with  project  ar=facts  in  Confluence  and   tasks  in  JIRA  
  3. 3. Integrating Salesforce with JIRA•  1-­‐click  JIRA  issue  crea=on  from  within  Salesforce  •  Bi-­‐direc=onal  linking  and  syncing  of  Salesforce  concepts  (Case,   Account,  etc.)  with  JIRA  issues  •  Link  mul=ple  JIRA  issue  to  a  Salesforce  concept,  and  mul=ple   concepts  to  a  JIRA  issue  •  View  and  Update  JIRA  issues  directly  from  Salesforce  pages  •  View  Salesforce  Case  proper=es  in  JIRA  •  Share  Salesforce  aOachments  with  JIRA  •  Upload  aOachment  directly  to  JIRA  
  4. 4. Integrating Salesforce with JIRA•  1-­‐click  JIRA  issue  crea=on  from  within  Salesforce   Salesforce  
  5. 5. Integrating Salesforce with JIRA•  Bi-­‐direc=onal  linking  of  Salesforce  concepts  (Case,  Account,  etc.)  with  JIRA  issues   Salesforce   JIRA  
  6. 6. Integrating Salesforce with JIRA•  Link  mul=ple  JIRA  issue  to  a  Salesforce  concept  •  Link  mul=ple  concepts  to  a  JIRA  issue   Salesforce   JIRA  
  7. 7. Integrating Salesforce with JIRA•  View  and  Update  JIRA  issues  directly  from  Salesforce  pages   Salesforce  
  8. 8. Integrating Salesforce with JIRA•  Upload  aOachment  directly  to  JIRA   Salesforce   JIRA  
  9. 9. Integrating Salesforce with Confluence•  Easy  Confluence  page  crea=on  from  Salesforce   applica=on  (Account,  Contact,  etc.)  •  Display  Salesforce  informa=on  in  Confluence   pages  •  Bi-­‐direc=onally  link  Salesforce  concepts  (Case,   Account,  etc.)  with  Confluence  pages  •  Integrate  Salesforce  informa=on  in  Confluence   pages  to  create  customer  knowledge  base  
  10. 10. Integrating Salesforce with Confluence•  Easy  Confluence  page  crea=on  for  Salesforce  concept   Salesforce  
  11. 11. Integrating Salesforce with Confluence •  Display  Salesforce  informa=on  in  Confluence  pages   •  Integrate  informa=on  with  other  sources  (ex:  JIRA)   Confluence  
  12. 12. Test Drive zAgile zteamwork.zagile.org/confluence 30-day Free Trial www.zAgile.comConfluence and JIRA are trademarks of Atlassian Pvt. Ltd.Salesforce © Copyright 2000-2011 salesforce.com, inc.© Copyright zAgile Inc. 2007-2011. All information contained in this document is subject to change without notice. Noparts of this document may be reproduced in any form without the prior written permission of zAgile Inc., 101 CaliforniaStreet, Suite 2450, San Francisco, CA 94111

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