October 20, 2020

Combining customer data with Atlassian Tools

Chris Meijer

Product Marketing

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As an Atlassian Solution Partner you are helping your customers with software development, project management, collaboration tools and more. Your customer’s core business is running on the applications that you successfully implemented. In the process, significant customer information is stored in their Atlassian tools. Combining their customer data with Atlassian tools gives a better understanding of customers wants and needs. It's a great opportunity, but how do you get started?

It’s a hassle!

As an Atlassian user it can be a hassle to deal with customer data. You have to leave your Atlassian tools and look into a spreadsheet or other third party software. In order to view the work you have done for a customer, you have to to search through Jira Issues and Confluence pages. Fortunately, CRM software can help you out to work more efficiently and gain better customer insight.

Why use CRM software?

CRM helps organizations to store customer information and automate sales processes. You have one place to look into your customer details and view all interactions. CRM also allows you to manage the work you are doing to close a sale. You can view the progress from lead to contract and you can collaborate with colleagues.

In order to get better customer insight an integration with your Atlassian tools is required. And that’s where Atlas CRM comes in.

At Atlas CRM we help you and your customers to work more efficiently, gain customer insight and increase conversion. Atlas CRM offers a seamless integration between customer data and Atlassian tools. You can find the latest information about your customer’s wants and needs. Furthermore, you can turn opportunities into sales by tracking them in a customizable sales funnel.

Atlas CRM kit for Atlassian Solution Partners

In order to help you as an Atlassian Solution Partners to implement Atlas CRM, we created a white label marketing kit. After downloading, you will find a flyer, battlecard and newsletter which you can use to approach customers.

Download the marketing kit and help your customers to get more out of their Atlassian tools.

Do you have any questions about Atlas CRM? Take a look at our documentation or contact us by email.

Atlas CRM kit for Atlassian Solution Partners

In order to help you as an Atlassian Solution Partners to implement Atlas CRM, we created a white label marketing kit. After downloading, you will find a flyer, battlecard and newsletter which can be used to approach customers.

Try it out now and download the marketing kit.

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