August 31, 2021

Use Jira and Confluence as CRM system

Chris Meijer

Product Marketing

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Managing your projects, documents and collaboration with Jira and Confluence has helped many companies to succeed and grow. Growing organisations usually have different departments that should work together as one team. To work effectively, these teams have to share their information. Most likely, Atlassian tools have already helped you with many of these aspects. For example with being on the same page with your teams about project management, development, marketing campaigns, and much more. But where does customer information fit in this picture? Many teams still use spreadsheets, external CRM systems or other types of workarounds that are only accessible to the sales teams.

Missing information leads to mistakes

Problems between different departments raise when knowledge is not accessible to all teams working with the same customer. For example, sales may be talking to a customer, and may not be aware that an existing customer service problem is still not fixed. That can lead to unsatisfied, or even worse - leaving customers. On the other hand, your product development team is frustrated because your sales people keep making customers promises, the organisation cannot make true. There can be a long list of problems that might interrupt the workflow.

Benefits of the CRM system

Well integrated and actively used CRM systems lead to empowered sales and marketing teams. Sales and marketing working hand in hand around the same customer profiles can make the organisation be more aware of their current- and potential customers' needs. CRM systems also help to offer better customer support and actionable reporting to the management. On top of that, integrating your customer information into your daily work helps your employees to work smarter, faster and make less mistakes.

So how can you overcome the knowledge gap and make everyone, including your customers, happy?

CRM app for Jira and Confluence

There are quite a few options to check out. For example external CRM systems that integrate with Atlassian tools. This option might work when you are already a user of some of the more popular external CRM systems. If your organisation is still working with another kind of workaround, you should consider Atlas CRM for Jira and Confluence. Atlas CRM offers you Customer Relationship Management app built especially for Atlassian users. It means that you don't have to use an external CRM system at all. All your teams can manage, edit and share the customer information inside the project management and collaboration tools they already use. The fact that your users don't have to learn yet another piece of software makes it a lot easier for your teams to integrate their customer's information. And therefore profit from the added value of CRM in their daily workflow.

How to get started

Your Atlassian Cloud admin can install the app from the Atlassian Marketplace. Use our template to get started with adding the data manually or import your data from an exciting database. Before you do it, make sure the companies/contacts template has the fields you would like to import. If this is not the case, you can edit the template.

When you want to use both - Atlas CRM for Jira and Atlas CRM for Confluence, you have to install both apps.

Check out our admin and user documentation for further help.

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