August 31, 2021

Implement a simple sales workflow in JIRA

Chris Meijer

Product Marketing

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Chances are you are already managing your software project in JIRA. Once you have learned how JIRA helps you support your day-to-day work, you will quickly realize that there is more you can do in JIRA. So why not to organize your sales process with JIRA? Here's how to do this in 3 simple steps.

1. Create a project

  • Choose Projects > Create Project and choose the Project Management workflow.
  • Enter Sales as the project name. Leave the project key set to its default value of SAL.
  • Choose Submit to create your new project.

NB: If you are lucky enough to use the cloud version of JIRA, you can find a predefined workflow for sales. Choose More project templates and then look for a template called Lead Tracking. You can skip step 2!

2. Remodel the workflow

Ask your administrator to remodel the workflow for your project. Or follow the instructions in the JIRA documentation. Depending on the way you have organized your sales, you can decide what workflow you want to build. If you need some inspiration, here is a real simple workflow:

3. Add custom fields

What is the most important thing in sales? Exactly, your customer. You need a way to store customer information in the issues that you push through this workflow. You can do this by adding custom fields. You can learn how to add custom fields and how to configure custom fields. For example add custom fields for company name, contact, address and billing address.

The good and the bad

It's really easy to get started. You can do this in all JIRA versions, starting with JIRA Core. Even if you are already using JIRA Software or JIRA ServiceDesk you can start doing sales from the same tool where all your other workflows are modelled. The downside is that it is really basic. It's a great start when you come from nothing, but if you are managing more than a couple of leads you are ready for the next step. A nasty thing about using custom fields is that the data is inside issues in a poorly modelled data structure. Even more important, you can't share it over issues and you might find yourself entering duplicate data when up-selling to existing customers.

Use Atlas CRM for Jira or Confluence!

Another option is to manage your sales in JIRA and Confluence with the Atlas CRM add-on, a CRM system built for Atlassian tools. Managing sales inside Atlassian tools brings the collaboration about customer among your teams to a whole new level. Managing sales inside JIRA and Confluence is useful for every organization and team working with sales to customers. With Atlas CRM you can manage your sales and customer information with a visualized sales funnel, so all the teams will always be able to monitor their work progresses and customer related issues.

For more information check our Sales for JIRA documentation.

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