Teamlead JIRA CRM
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JIRA CRM is a sales tracking and customer relationship management tool built on the JIRA platform that allows users to track leads, customers, and sales data through the lifecycle with customizable workflows, interactive dashboards and reports, sales team collaboration features, and an ecosystem of plugins; it provides an alternative to Excel-based CRM solutions with high levels of configuration and integration with other JIRA applications. The document outlines the key components and features of JIRA CRM including Salesman View methodology, screenshots of the interface, and reasons to use JIRA CRM over other solutions.
Teamlead JIRA CRM
- 1. C JIRA R M because you¡¯ve got sales too www.teamlead.ru
- 2. What is JIRA CRM? ? Atlassian JIRA as a platform ? Salesman View as a methodology ? Atlassian ecosystem as a solutions www.teamlead.ru
- 3. Why JIRA? ? Track & Workflow platform ? High customization level ? Global ecosystem solutions www.teamlead.ru
- 4. What is Salesman View? ? Total tracking ¨C leads, customers, sales ? Soft records lifecycle ? Interactive metrics and reports ? Sales team activities & collaborations ? Integration sales with production ? Docs store ? Records & fields restrictions ? Automated procedures www.teamlead.ru
- 5. In the box! CRM requirements JIRA base functions Records (leads, customers, sales) ? Issues, Components, Custom Fields Records lifecycles ? Workflows Interactive metrics & pipelines ? Dashboards & Gadgets CRM activities and collaborations ? Subtasks, Work logs & Comments Docs store ? Issue Attachments Sales Restrictions ? Permissions & Security Schemes Automated CRM-procedures ? Subscriptions, Listeners & Jelly Scripts www.teamlead.ru
- 6. Atlassian Plugins Ecosystem CRM functions Ecosystem Tips & Tricks CRM-objects hierarchy model ? Link New Issue Operation Plugin ? Structure Plugin CRM workflows ? CustomWare JIRA Utilities ? JIRA Workflow Extensions ? JIRA Workflow Toolbox ? JIRA Toolkit ? JIRA Suite Utilities ? JIRA Misc Workflow Extensions CRM timesheets ? JIRA TimeSheet Plugin ? Tempo Plugin ? JIRA Worklog Plugin CRM activities and collaborations ? JIRA Autowatch Plugin ? JIRA Last Comment Plugin ? JIRA Feedback Plugin CRM dashboards ? JIRA Column Order Gadget CRM fields restrictions ? JIRA Field Security Automated CRM-procedures ? JIRA Scheduler Plugin www.teamlead.ru
- 7. JIRA CRM screenshots tour www.teamlead.ru
- 8. CRM Sale & Contact www.teamlead.ru
- 10. CRM Dashboards www.teamlead.ru
- 12. Why JIRA CRM? ? This is excellent replacement for MS Excel & little CRM ? Incredible customizations level ? Base for the next levels (Service Desk, QA, & other company process) www.teamlead.ru
- 13. What next? JIRA CRM Plugin ? Directory of Organizations and Employers ? Directory of Products and Services ? Directory of SLA¡¯s ? Pipeline Reports ? CRM Events ¡coming soon in Q2 2012 www.teamlead.ru
- 14. See more information about JIRA CRM on our website www.teamlead.ru Anton Kolin www.teamlead.ru