Power user demo: using data from Zendesk/Intercom, Salesforce, Pendo/Amplitude in ideas

Hi everyone!

It's deep in power user territory - but here's how you can currently use data from support/sales/product analytics systems in Jira Product Discovery, to help you with prioritization. 

Cheers,

Tanguy

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Dave Hennessy May 27, 2021

Great use of pulling all the key metrics together to add more weight to a potential idea; Systems we use that we would also find helpful to integrate with Trello, HotJar and HubSpot. 

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Brian Gumm May 27, 2021

Officially intrigued, Tanguy - Systems with customer data that we could potentially integrate might include Intercom, HubSpot, & Stripe! 

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Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 27, 2021

Well, out of the 6 you use we currently support 1. I guess that's a start smile

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Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 27, 2021

@Dave Hennessy how do you use Trello for things like this?

Brian Gumm May 27, 2021

I can elaborate a bit more on Stripe data: We'd like to be able to make financial data from existing customers part of the calculus for prioritization. For us, that data lives in Stripe. I can imagine an "MRR" or "ARR" field in the Jira Product view that is able to rollup relevant revenue data from Stripe, though there would have to be a way to filter/select the relevant customer accounts in Stripe and get that filtered revenue data over to Jira Product...

And re: Intercom - You did mention in the video, Tanguy, that Intercom was something that was supported but it wasn't demonstrated in the video. Are there text-based instructions for making those links from Intercom to Jira Product that you're able to share? 

Thanks for doing these videos; they've been great!

Dave Hennessy May 27, 2021

@Tanguy Crusson - We use cards in trello within our customer focus groups so they can vote on features we have in the backlog.

Votes feeding into Jira Discovery would be helpful for context of user appetite. 

We could also use count of trello tickets with a tag to tie back Jira Discovery also. 

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 27, 2021

Thanks @Brian Gumm That's super useful context. 

Re: Stripe: is the idea that you'd like to be able to say "this idea was requested by these customers, and these customers are worth X MRR"?

Re: Intercom, here's a demo for how it works

Brian Gumm May 27, 2021

@Tanguy Crusson - Re: Stripe - Yes, that's it! 

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Lu Reed April 13, 2022

So excited! How do we go about getting the Salesforce integration enabled? 

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Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
April 14, 2022

@Lu Reed just paste a link to a Salesforce object (opportunity, other) in an insight ("attach a link") and it should work.

Jason Pecoraro December 19, 2022

It is not clear where to go to set this up in current state of beta. Does anyone have any tips? 

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