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Changing Your CRM from SALESFORCE to JIRA

We recently helped customers to migrate from Salesforce to Jira. Their Salesforce CRM system was mainly used to manage the per-hour projects services for their customers. The process includes setting up a CRM setting within Jira, Data migration process, and a phase-over production migration.
There are many reasons why customers are moving from Sales-Force to Jira implementation:

Cost Reduction
The typical cost of a popular CRM solution ranges from about $50/user/month for a very basic set of features to more than $200/month/user.  For many mid-size organizations, the cost can get to about $200,000 per year.
Jira based solution with all its licenses, customization and migration process, will probably cost about 25% of your other CRM solution on the first year and only about 10% for the years ahead.

Better collaboration
Linking the customers contracts with the actual work processed in the relevant Jira projects, creates a one system to manage the customers work budget with the actual work done.
Monthly reports are easily produced and relevant budget warnings and notifications can easily set.
Connecting work done, customers request (service desk) and Project budget (CRM) modules together will create a seamless process using one tool.

Jira is ideal tool to replace certain type of CRM needs, mainly in the project budget setting and tracking of customers.

We made many SalesForce related projects, from Jira – Saleforce synchronizations, Implementing CRM functionality in Jira and others. We can assist you with creating a CRM solution on your Jira or a hybrid solution for your existing CRM and your Jira data.

Chanoch, our support front line and customer service manager, will gladly assist you with any question or need

Join our growing list of clients call us: 03-7986990 or email us

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Manufacturing

Enterprise Portfolio Management for Complex Projects

The Challenge

A global industrial organization managing large, multi-million projects needed a consistent way to manage its project portfolio — from prioritization and planning through execution, resources and management reporting.
With projects spanning teams, disciplines and geographies, management needed a reliable portfolio-level view without losing the operational detail required by individual project teams.

The Transformation

PractiProject designed the end-to-end portfolio management process and implemented the supporting management environment.

We connected portfolio governance with project execution, creating structured processes for planning, prioritization, progress tracking, resource visibility and management reporting — while establishing a consistent framework across the organization.

The Value

Portfolio-Level Control

A consolidated view of major projects, priorities and execution.

Structured Governance

A common process from portfolio planning through project delivery.

Management Visibility

Better information for tracking progress, resources and project performance.

One Operating Framework

A scalable portfolio-management approach supporting multiple teams and complex projects.

Capabilities: Portfolio Management · PMO · Project Governance · Resource Management · Management Reporting · Process Design

Take Control of Your Project Portfolio

Talk to an Expert

Financial Services

Enterprise ALM Transformation

The Challenge

A leading financial organization needed to modernize how its technology division plans, manages and executes work across multiple units. Existing systems and fragmented processes made it difficult to establish a consistent view of initiatives, projects, resources and execution.

The Transformation

PractiProject designed and implemented an enterprise work-management environment based on Atlassian Jira, combining technology processes, project and portfolio management and annual work planning into a common operating model
The transformation included process discovery and redesign, Jira implementation, integration with existing enterprise systems, AOP and project-budget management, and the rollout of standardized ways of working across technology teams.

The Value

One Management Platform

A unified environment connecting annual planning, portfolio management, projects and ongoing technology execution.

End-to-End Visibility

Greater visibility from annual plans and initiatives through projects and delivery.

Standardized Ways of Working

A shared management language and governance model across technology units.

Enterprise-Scale Adoption

Designed for broad organizational rollout in a complex, business-critical environment.

Capabilities: Enterprise ALM · Jira · AOP & Portfolio Management · Process Transformation · Integration · Governance

Transform Your Technology Operating Model

Talk to an Expert