It’s not surprising that over 150,000 companies around the globe have turned to Salesforce to enhance customer relationship management and to gain a 360 view of their customers. Or that many of those same organizations also use Atlasssian’s Confluence to improve team collaboration and knowledge. What is surprising is how few of those organizations are reaping the productivity, customer satisfaction and cost saving benefits of integrating these two platforms and the teams that use them.
Before going into the benefits, here are a few of the biggest headaches that often occur when Salesforce and Confluence teams aren’t connected.
Here are the top seven benefits of connecting your Salesforce and Confluence platforms and teams:
Users can view up-to-date Salesforce objects and data (i.e, Accounts, Contacts, Cases Leads, and more) without leaving Confluence. As a result, they have easy access to the information they need without having to navigate to another system.
As important data is more accessible, collaboration becomes more effective, and team members become more productive.
More efficient discussions related to clients become meaningful when supported with context. Improved team productivity, reduced manual reporting, and time spent understanding the big picture to have faster leads.
With effective integration that allows Salesforce users to view Confluence information and vice versa, fewer people need to be a part of the individual system’s licensing which reduces overall cost.
Information from Confluence is available in Salesforce as native Salesforce knowledge articles that are shareable and searchable from the Knowledge Sidebar, which will fasten customer issue resolution.
Topics and categories can be added and will appear as a Salesforce Community article where it will be available for all potential stakeholders.
Keep Salesforce up-to-date with useful information. Unlock streamlined documentation creation, management, and publishing workflow, through unified knowledge sources.
Combine the power of Salesforce and Confluence and reap the benefits.
By using the Connector for Salesforce & Confluence, business users and stakeholders can view up-to-date Salesforce objects and data without leaving Confluence. Salesforce users can automatically display Salesforce Reports in Confluence pages while keeping Salesforce as the primary source of customer information This powerful app improves cross-team collaboration & productivity, is Cloud Fortified and certified by AppExchange.
At ServiceRocket Apps, we’ve developed a number of connectors for integrating Salesforce to Atlassian tools – both on-premises and cloud-based – and offer support for organizations looking to gain a more holistic view of customer requirements and business operations.
These ServiceRocket connectors are also available on the Atlassian Marketplace:
Want to learn more about how to connect Salesforce & Confluence? We’d love to talk to you about your specific use case or show you a live demo. Reach out to us here.