August 31, 2021

How can you manage your Sales in Jira to create value for your team?

Chris Meijer

Product Marketing

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Working with Jira and Confluence allows your data to be shared amongst your team and keeps everyone in the loop. Teams are aware of the deadlines, documentation, progress and all other relevant tasks.

  • But where do the customers fit in?
  • How can you store your customers data so that everyone can access it easily?
  • How can your sales process be clear and easily accessible to all?

How can teams work together through sharing content?

Imagine you have a marketing team that manages all the marketing campaigns for a new product release. They handle the newsletters, mailings, and other activities for current customers and for new customers. Then, you have the sales team that finds new leads, converts them into customers, negotiates the contract and finally closes the deal. The product development team will have to ensure the product is ready on time and the developer should know exactly what the customer wants. Administration will need to know that a new product is going to be made and delivered to the customer so they will need to handle the administration process. And finally the finance team will also need to be informed to make the quotation. But, how can you ensure that all these teams receive all the information needed at the right time?

Benefits of using Sales in Jira

By having Sales in Jira, you can:              

  • Store your customer information which is accessible to everyone;
  • You can assign issues to your colleagues and they can also view the latest edits;
  • You can assign Confluence pages to a customer, for example marketing campaigns;                    
  • The marketing department can see the progress of the sales in the sales funnel, and plan marketing activities accordingly;
  • The product development team can ensure that the product is finished before the deadline.
  • The administration department can create and share all the necessary documents via Confluence pages and;
  • The finance department can make and share quotations through Confluence pages. Everyone is therefore kept in the loop with the sales process.

With Sales in Jira, you can now ensure that teams are working effectively and efficiently. This helps you to meet your deadlines such as your sales targets or product delivery dates, to make your customer happy.

Web development use case for Atlas CRM

Let's take for example, a web design company, called "Spec". Once Spec has a new customer they would add all the customer's details they believe would be relevant. Then, they would add the company that the customer represents.

With Sales in Jira, Spec will now have an overview of:

  • A list of all customers and companies they represent;
  • All the issues related to the customer;
  • How much each customer has purchased;
  • Which sales are in progress;
  • Documents that have been shared with each customer and;
  • A report overview of the company's sales.

So, why should you manage your customers Sales in Jira?

Collaborating Sales in Jira:

  • Allows you to integrate everything in one platform;
  • Teams can save time and work efficiently with customer information just a few clicks away;
  • Teams can support their customer well, by knowing the necessary information about the customer and;
  • Your team can reduce the number of human errors due to the integration of information in Sales in Jira.

Sales in Jira adds value to sales teams, to marketing teams and all other teams in your business. Having full control of the workflow and the ability to track everything in the sales funnel, will allow teams to plan their work at each funnel stage. This results to an overall value creation.

With Atlas CRM you can manage your Sales in Jira. As a plus, Sales in Confluence is now coming soon.

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