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OpsHub Integration Manager

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Integrate Rally Software with Salesforce in real-time

Bi-directional real-time sync with OpsHub Integration Manager

Gain unprecedented visibility across your entire product lifecycle by connecting Rally Software with Salesforce and foster seamless alignment between sales, support, and development teams.

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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, 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.

Trusted by the world’s leading enterprises

ABB
AirBus
AMD
American Express
Bosch eBike System
CTCT
Charter Communication
DCSS
Deloitte(State of Florida)
Elevance Health
GLIC
Guggenheim Partners
Hersheys
Lear Corporation
Lockheed Martin (Huntsville)
Micron
OSRAM
Panasonic Avionics
Philips IGT HealthTech
Raspberry Pi
Roche
SAIC (Direct)
Schaeffler
Socionext
UPMC
Western Digital
Mastercard
GE-Vernova
UPS
Avanade (via Accenture)
Bank of America
Carl Zeiss
Daimler Truck
EY
MMC
Nestle
Siemens

How Rally Software – Salesforce integration is beneficial for an enterprise

Real-time access to customer requests and priorities

Communication on the work items from the native systems itself
Real-time updates when a customer issue is resolved

With Rally Software + Salesforce integration, enterprises can:

  • Surface critical customer issues directly to the development team
  • Align development tasks with high-value business prospects
  • Keep customer support and development in sync
  • Ensure critical issues are quickly resolved in the development pipeline
  • Enhance cross-team visibility and collaboration

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.

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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.

  • The sales team, using Salesforce, receives a request from a potential customer for a customer feature in the product.
  • They log 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.
  • The product manager, using Rally Software, analyzes the ‘feature’ request and responds to the sales team with the possibility of executing this request and estimated effort.
  • 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.
  • The details from Salesforce synchronize to the ‘feature’ request. The product manager then approves the request and shares it with the backend team.

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
  • Easy to categorize and prioritize customer requests for backend teams
  • No manual efforts needed to keep project & engineering teams updated
Business value provided

Better Resource
Utilization

0%

Increase in
Customer Satisfaction

0%

Growth in SLA
Turnaround Time

0%

Get started with Rally Software and Salesforce today!

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