Go2Group CRM Plugin

Collaborate. Now.

Inefficient Customer Support

  Customer logs support request in Salesforce

  First-tier support reviews customer request

  First-tier support escalates the request to developers using JIRA

  Developer reviews escalated request in JIRA

  Developer provides resolution to escalated request

  Developer re-assigns escalated request to first-tier support

  Collaboration is clumsy via copy | paste, multiple discussions

  Customer is left in the dark – “What is happening to my request, NOW?”

  Need automated solution, while still playing own sandbox

Customer Support, Done Right

  Go2Group CRM Plugin provides bi-directional support between JIRA and Salesforce

  First-tier support and developers collaborate seamlessly

  No need for additional licenses, training, and customization

  When a customer logs a support request, collaboration is just beginning

  All benefits of JIRA can be capitalized – searches, reporting, dashboards, etc.

How Does it Work?

  Go2Group CRM Plugin sits between JIRA and Salesforce

  Configured to automatically push Salesforce support cases to JIRA issues

  Status, comments, resolution, etc. are updated through the support process

  Everyone stays in sync

What Does it Look Like?

  Atlassian JIRA window contains linked customer data from Salesforce

  Status, comments, resolution, etc. are updated through the support / sales process

  Description and Comments fields are synced with Salesforce

  Everyone stays in sync

What Does it Look Like?

  Go2Group CRM Plugin supports custom fields in your custom environment

  Status, comments, resolution, etc. are updated through the support / sales process

  Everyone stays in sync

What Are Our Clients Saying

"We were excited about the initial value of Go2Group's CRM Plugin, but we needed additional customization for the CRM Plugin to become an integral part of our operations. Go2Group stepped up to the plate, using their domain knowledge and expertise to successfully deliver a customized tool for our team. Go2Group is a great partner!”

Scott Hardy Director of Customer Support

I-many, Inc.

What’s New? CRM 3.0!

  Go2Group CRM Plugin v3.0 Released November 2008

  Now includes SugarCRM integration

  New triggers and pollers, allowing manual processes to be automated

  Remove direct links between JIRA and Salesforce

Thank You!