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Rally Software Integration with Salesforce

Rally Software Integration

The integration of Rally Software and Salesforce helps the project manager, engineering team, and customer-facing teams, such as support, sales, and services teams align their goals and tasks with each other. With integration of these two systems, enterprises can have cross-functional transparency and enriched collaboration across the business and technical verticals.

Rally Software – Salesforce Integration Overview

In an Application Lifecycle Management (ALM) environment, the choice of systems, and the collaboration between the cross-functional teams play a great role in delivering quality solutions. While the choice of systems impacts the productivity of a team, the cross-functional collaboration helps the teams get complete context of the business requirements.

Best-of-breed systems such as Rally Software and Salesforce bring rich functionalities to the ecosystem. By integrating Rally Software with Salesforce, enterprises can diminish collaboration barriers between the technical and customer-facing teams that otherwise lead to quality issues, delivery delays, and financial loss.

How Rally Software – Salesforce integration is beneficial for an enterprise

  • Real-time access to customer requests and priorities
  • Communication on the workitems from the native systems itself
  • Real-time updates when a customer issue is resolved

How OpsHub Integration Manager integrates Rally Software and Salesforce

OpsHub Integration Manager integrates Rally Software and Salesforce bidirectionally. It ensures that all historical and current data is available to each user, in that user’s preferred system, with full context, in real-time. All ‘ideas’ or any similar custom entity from Salesforce automatically synchronize to Rally Software and all the entities and details associated with the custom entity synchronize back to Rally Software.

Popularly synchronized entities between Rally Software and Salesforce

Rally Software Salesforce Entities Mapping

Use Case: Rally Software integration with Salesforce

Problem statement: The sales team in an organization uses Salesforce and the product development team uses Rally Software. As these systems are not integrated, it becomes cumbersome for the sales team to follow up with backend team on each case.
Solution: If Salesforce and Rally Software are integrated, the sales team will not have to manually coordinate with the product development team.

  1. The sales team, using Salesforce, receives a request from a potential customer for a customer feature in the product.
  2. The sales team, then, logs the request as an ‘idea’ in Salesforce with multiple attachments of the e-mails from the customer. The idea synchronizes to Rally Software as a ‘feature’ along with the attachments.
  3. The product manager, using Rally Software, analyzes the ‘feature’ request and responds to sales team with the possibility of executing this request and estimated effort.
  4. The sales team then speaks to the customer about the estimated cost and possible delivery deadline. As per the discussion, the sales team adds further details to the ‘idea’ in Salesforce.
  5. The details from Salesforce synchronize to the ‘feature’ request. The product manager then approves the request and shares it with the backend team.
Rally Software Salesforce Integration

Benefits of integration for Rally Software and Salesforce users

Rally Software users

  • Traceability for customer requirements throughout the ALM tool chain
  • Visibility into customer requests and priorities
  • No dependency on manual communication for making decisions

Salesforce users

  • Access to the updates coming from development team on customer requirements from within Salesforce
  • Easy to categorize and prioritize customer requests for backend teams
  • No manual efforts needed to keep project & engineering teams updated on customer issues and priorities