An inevitable by-product of legal teams is the amassing of hundreds of pages of crucial documents. With the rise of technology, these are no longer stacked around offices or stuffed in filing cabinets; they rest in Wiki and Salesforce pages, but the challenge of efficiency remains the same.
A recent survey of 113 in-house legal teams revealed that only 4% of respondents find technology that properly meets their needs. With the COVID-19 global pandemic and the inescapable reality of remote work, even more legal teams believe well-designed processes and technologies are required to do their work efficiently. In fact, more than 80% of respondents believe that automation, big data, and AI are the future of their work.
"Many legal teams have turned to Salesforce to create documents and keep them protected"
In-house legal teams working at tech companies that have adopted agile practices find the need to break free of old practices even more critical. Plus, for teams working remotely or in technology silos, it means relying on channels like email and Slack conversations for internal communication, collaboration, and planning, which often results in a lack of clear communication, loss of context, late planning, and more.
Many legal teams have turned to Salesforce to create documents and keep them protected. This makes sense because Salesforce is already the go-to technology for other customer facing teams, hosts all customer-related information, and serves as the source of truth within the organization. The challenge is that much of the process of delivering services to clients still relies on collaboration with pre-sales -- who work in Jira, not Salesforce. So, how do teams using two different platforms address the challenge of effective collaboration to plan and deliver products and services in an agile way?
Long-term sales stability is about more than just a terrific product or service to sell; it requires meeting, and exceeding, customer needs and expectations. That’s why successful organizations are building their sales and marketing strategies around customer behavior insights.
76% of consumers expect companies to understand their needs and expectations
When marketing and sales teams share customer data and insights, they get a 360° view of the customer, collaborate more effectively, share a common purpose and strategic direction, and deliver better customer experiences at every touchpoint.
Salesforce, with an estimated 3 million subscribers, has become the go-to platform for sales teams needing customer relationship management. Agile marketing teams have turned to Atlassian’s Jira, with 180,000 subscribers, to manage and execute projects.
Unfortunately, in many organizations, these two teams and platforms operate in data silos or have complex, time-consuming workflows to view and access information in the other platform. Marketing teams lose out on valuable customer data and insights collected in Salesforce and struggle to nurture leads. Sales teams often have to manually qualify marketing leads, and lack an efficient way to collaborate on or view marketing campaigns.
only 28% of marketers are satisfied with their ability to create a cohesive view of customers
Read the full use case in our blog »As Atlassian’s first partner, our team of experts make the entire licensing process - from purchase to management to renewal - simplified and tailored to fit your business.
IMPROVE COLLABORATION AND DELIVER RESULTS
Many legal teams use Salesforce to create documents and keep them protected. The challenge is that delivering services to clients still relies on collaboration with services and pre-sales teams -- who work in Jira, not Salesforce. So, how do teams using two different platforms address the challenge of effective collaboration to plan and deliver products and services in an agile way?
ORACLE, SAAS SOFTWARE COMPANY
Successful organizations are building their sales and marketing strategies around customer behavior insights. Those teams need a 360° view of the customer and the ability to collaborate effectively to deliver better customer experiences at every touchpoint. For companies using Salesforce to track customer data and Jira to track marketing execution, how do teams overcome the two-separate-platforms obstacle?
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SONOS, HOME AUDIO COMPANY
Streamline Salesforce-Jira workflows and integration, reduce complexity and align teams around a single source of truth.
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