How ServiceRocket’s business teams collaborate to serve customers with Teamwork Collection

Challenge: With 300 employees distributed across multiple time zones, ServiceRocket needed solutions to support asynchronous collaboration, for both business and technical teams. Sharing feedback was a particular priority, on both the team and leadership level.

Solution:  ServiceRocket standardized with Atlassian’s Teamwork Collection across the organization. Teams from Marketing to HR to Development now track work in Jira, store knowledge in Confluence, and share all kinds of feedback and insight with Loom. Rovo augments the whole system with detailed search and automation.

Impact: Cross-functional collaboration flows smoothly, with all teams working in one mutually understood system. Communicating across timezones is effortless, with ServiceRocket using Loom for everything from personal CEO updates to campaign feedback. Rovo provides fast, nuanced answers, drawing on ServiceRocket’s underlying Teamwork Graph.

Atlassian 与 ServiceRocket：助力增长的真正合作伙伴

ServiceRocket 借助 Atlassian 应用帮助企业加速增长。创始人兼首席执行官 Rob Castaneda 表示：“我们的发展历程始终紧密相连。Atlassian 打造卓越产品，ServiceRocket 提供优质服务，助力企业通过那些产品取得成功。”

ServiceRocket 成立于 2001 年，与 Atlassian 诞生时间相近。过去 25 年间，两家公司并肩成长。如今，ServiceRocket 在全球六大区域—北美、拉美、东南亚、澳大利亚、英国和欧洲—拥有数百名员工。

Atlassian 自有产品，服务于客户与内部团队

Atlassian 应用同样支撑着 ServiceRocket 自身的运营，为全公司带来持续叠加的效率提升。

仅 Loom 一项，就已帮助 ServiceRocket 每年减少 12,000 场会议、节省 6,000 小时工作时间，营销活动效率更是提升了 12 倍。

Rob 继续说道：“我们自用自家产品，日复一日用 Atlassian 应用运营整个业务。这让我们在客户面前更具可信度。在讲解软件、推荐解决方案时，我们依据的都是自己的真实使用经验。”

Teamwork Collection for business and tech teams alike

Teamwork Collection has become connective tissue for ServiceRocket’s highly distributed teams. For all 300 employees, sending a Loom or tagging a colleague in a Jira task is a near-effortless reflex. 

From Finance to Engineering to HR, business and tech teams alike rely on Teamwork Collection: 

• Jira: Used by technical teams, marketing, HR and more to keep work streams monitored, managed in a consistent way, and continuously improving over time

• Confluence: A company-wide knowledge base, and home for collaborative documents in progress

• Loom: For reducing meetings and keeping projects moving forward across timezones – without sacrificing context or nuance 

• Rovo: Quickly surface answers and reveal hidden opportunities within ServiceRocket’s Teamwork Graph

ServiceRocket also uses Atlassian’s Strategy Collection, particularly Atlassian Focus, for strategic planning. The leadership team uses Focus Areas to contain strategic items, and connect them down to our goals and projects. 

“Teamwork Collection gets us the most value from Atlassian because it brings work, knowledge, and communication into one place,” Rob explains. “If you’re bogged down in piecemeal tools, you’re setting yourself up for silos and context-switching.”

Loom for asynchronous, distributed collaboration

Loom both reduces meetings, and makes those that do occur more efficient by minimizing prep work and follow-up. 

Since adopting Loom, ServiceRocket has: 

• Eliminated 12,000 meetings and 6,000 hours of work per year

• 5-figure annual savings from Loom productivity gains

• 12x’ed marketing campaign productivity

• Eliminated average 1-3 follow-up questions per employee per meeting

• Saved an average 55 minutes per person after company announcements 

Human-first feedback, from close or far

Across ServiceRocket, Loom is the go-to for sharing feedback in a fast, personal, low-pressure way, helping ServiceRocket eliminate 12,000 meetings per year and 1-3 follow-up questions per employee after every meeting that does happen. 

Through Loom, feedback flows between many levels of the organization: 

• One-to-one feedback: Team leaders can provide quick feedback with a Loom, rather than waiting hours or days to align on a meeting time. 

• Many-to-one feedback: Confluence and Loom make it easier to collect feedback from multiple people or teams. Teams share one Confluence page, and invite everyone to walk through it on Loom and share their thoughts. 

• Asking for feedback: It can be intimidating for junior team members to request feedback. Loom reduces that barrier, providing a low-pressure way to share work for review without asking for time out of their manager’s day.

Nuanced search and visibility with Rovo

Atlassian Rovo, and ServiceRocket’s Teamwork Graph, elevate the value of their other Atlassian apps. “You need to understand how everything in your organization connects. That’s what Teamwork Graph and Rovo deliver,” says Rob. 

Rovo Agents search with nuance, extracting answers from anywhere in this graph. That reveals patterns and opportunities that teams might miss – especially given ServiceRocket’s globally distributed structure. 

So far, ServiceRocket has explored Rovo use-cases like: 

• Connecting to ServiceRocket’s CRM, so employees can ask questions about customers and their history through one agent interface 

• Asking Rovo “what should I be working on?”, so it can analyze needs, projects, or issues outside team members’ immediate scope of perception

• Generating customer proposals, based on their unique needs and ServiceRocket’s solutions, in hours rather than days

• Getting more from meetings by analyzing Loom transcriptions and sharing key findings across teams

Teamwork Collection for HR Operations

Teamwork Collection powers every stage of the ServiceRocket employee life cycle. “The way that we treat customers is the way that we like to treat our talent,” says Colleen Blake, Chief Operating Officer. “Using the same tools for working with customers as employees helps us make sure we’re keeping a strong, consistent culture and brand.” 

• During the interview process, hiring managers record a Loom video for candidates, breaking the ice and getting basic questions out of the way.

• Once employees are hired, Jira tracks onboarding workflows like provisioning equipment and assigning licences. 

• On their first day, new hires record a Loom video or write a self‑intro blog on Confluence. 

Teamwork Collection creates collaborative, customer-first flows for marketing, sales, and support

Teamwork Collection is foundational for ServiceRocket’s marketing function. Loom alone has 12x’ed marketing campaign productivity.

“At past companies, other teams wouldn’t understand the systems we used,” says Sarah Brown, Vice President of Marketing. “It’s been empowering to use Confluence, Loom, and Jira together, because it’s a system we share with the entire company.” 

For example:

• Customer Marketing can request feedback from legal on a customer story within the story’s work item. “Communication becomes seamless, because we get feedback right where we work,” Sarah continues.

• Marketing teams manage their work as sprints in Jira. “Sprints aren’t just for technical teams – they’re for marketing and business teams too,” she says. “A sprint is just a way to track work so every person is as productive as possible.”

• It’s easy to tie work to strategic goals, such as connecting campaigns to financial systems to measure their ROI through methods like new pipeline and bookings. “That’s every marketer’s dream – it’s the holy grail,” shares Sarah.

Loom for customer communication

By adding Loom to their customer communication toolkit, ServiceRocket has seen massive productivity gains. 

Sales teams used to struggle with outbound email and calls. Now, they often send a Loom instead. With Loom, reps reach customers faster on their own schedules, garnering more engagement and responses. 

Support teams also repurpose training content, like webinars, into a library of short Loom videos on common topics and questions. When working with customers, support staff can share videos that address their questions and concerns.

Teamwork Collection for c-suite communication at scale

Loom provides an efficient way for busy senior leaders to share and receive information. Rob often uses it to send personal updates to the entire company. “Writing a chat message doesn't share the emotion,” he says. “Loom is a way to get across the core concepts and feelings of what you want to say.” Other leaders, like Colleen and Sarah, use Loom in a similar way for policy or strategy announcements. 

This technique has helped the company feel closer and more connected. “Imagine having the CEO in your living room,” says Sarah. “It brings a level of authenticity that leaders strive for. We haven’t found another format quite like Loom for that.” 

Because these Loom updates are rich with more personality and context, ServiceRocket now saves an average of 55 minutes per person after company announcements, because fewer follow-up clarification is required. 

Loom also provides a faster way to request approval or input from leaders. “If I need the VP of Sales to weigh in on a campaign, I don’t just send her the document – I create a quick Loom giving her context,” says Sarah. “Then she can really digest the concepts and record her thoughts without back-and-forth scheduling.” 

璀璨的增长与协作未来

Rob 表示：“我们正处在 Atlassian 生态中令人振奋的阶段。我们正在为整个企业打造 Atlassian 卓越中心，并致力于充分利用人工智能、Rovo 以及 Teamwork Graph。”

ServiceRocket 与 Atlassian 将持续携手共进。在团队助力客户搭建高价值 Atlassian 系统的同时，从财务、人力资源、销售到工程等各内部部门也将持续践行自用 Atlassian 产品的理念。