Jira by Atlassian is software well-known all over the world; it is associated mainly with solutions for developer teams. The tool can be successfully used in managing projects of different purposes. One of the examples of unusual (at first glance) use of Jira environment is Customer Relationship Management.

What is CRM?

Customer Relationship Management is a general term for IT tools that are used to manage all aspects of the company-client relationship. Therefore, it’s not only about the database, but also about all the necessary information, files, and stages of planned or started cooperation. CRM system is the base of some department work, such as sales or customer service, they also often support marketing activities. Their task is to monitor particular stages of building a relationship with a client as well as automate repetitive processes; CRM is to show i.a. who is handling a given topic, who they are contacting, what progress they’ve made, if the cooperation has been finalized or not and at what amount of money. This kind of tool should also gather data concerning the client’s identification, and determination of his needs and expectations, as well as it should also enable the analysis of the sales or/and marketing activities’ efficiency. CRM systems can be simple (however, they are poor in functionalities and less clear) or complex and customized to the specific needs of the business or a particular company.

CRM system is used for complex management of information connected with building and maintaining relationship with a client. The aim is to finalize sales actions. It is a general term describing IT solutions dedicated to sales, customer service, and marketing teams.

CRM system – what does it consist of?

Basic data that should be collected by every CRM system is obviously:

  • Client’s contact data.
  • Title and description of taken sales actions with single product/service names which they refer to.
  • Status of activities.
  • Possibility of enclosing attachments with an offer or other information.
  • Full history of contact with a client.
  • Generating graphs and sales reports.
  • Browser; possibility of filtering data.
  • Reminders and notifications.

More advanced tools go beyond simple sales information collection and management, they make it possible to e.g.:

  • Enter detailed segmentation and categorization of clients/sales types or other parameters.
  • Use advanced analytical and forward-looking tools.
  • Create sales plans.
  • Manage different channels of communication with clients (e.g. phone calls, chats, forms, instant messages).
  • Running automated sales-marketing campaigns (email marketing, media monitoring, surveys, and reactions).
  • Importing contacts/data from other sources.
  • Compatibility with other systems, supporting sales processes.
  • Generating invoices.
  • Access in the mobile application.

Jira as CRM

Jira is software that has ‘proven’ more than once its versatility, working well in different types of business and various projects. As Atlassian’s Partner with over 10 years of experience, we know lots of examples and (seemingly) unusual applications of this software. We use Jira for sales information management. Using our example, we can present and guarantee that Jira works well as CRM.

To meet the requirements of a good CRM, Jira configuration needed us to check different tools and apps “to our cost”; we had to test many different add-ons and develop a few of our own. The effort resulted in a transparent CRM solution, fully integrated with Atlassian tools which we use in daily work. We already know how to create solutions for sales teams in Jira. Let’s talk about your company’s needs – feel free to contact us

Piotr Tokarski, Competence Center Director
Are you working in Jira software? Are you looking for a solution of CRM type? You don’t have to invest in another tool!

CRM in Jira:

  • Storing information on contacts/companies.
  • Following deals in progress.
  • Clear view with division into statuses, salesmen, sales types, and other parameters (any configuration thanks to Jira’s flexibility).
  • Full history of contact with clients.
  • View of sales plans.
  • Sales execution.
  • Analytical elements.
  • Creating/generating offers.
  • Elements of communication with clients.
  • Scalable solutions – expands along with needs.
  • Possibility of maintenance on servers or in the cloud.
  • Possibility of using a mobile application.
  • Guarantee of advanced solutions -Atlassian is still improving its products.

You can trust us because:

  • We also use Jira software for CRM function.
  • We offer configuration which we have created by checking different extensions and possibilities – we have chosen the best one.
  • We are Atlassian’s Partner, with Enterprise status, which means that we’ve got a team of specialists and experience.
  • Jira is software that can be extended with additional functionalities so that a company can manage DIFFERENT projects in one environment – software expands with the size of a business.

What is your company going to gain because of the CRM system?

  • Organized, faster work of the sales department.
  • Easy insight into sales activities.
  • Possibility of fast access to data and generating reports.
  • Effective predicting and planning of sales activities.

A good CRM system is currently the basis for effectiveness in companies which have got sales departments. If you need a solution which is at the same time: proven, created with the use of advanced technologies, scalable, contact us. We’ll show you how you can transfer, monitor and develop work involving contact with clients in Jira software. We’ll run a business analysis and workshop for employees or/and administrators – you will be able to count on our specialists’ help at anytime.

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