#Jira client interaction software

Scalable solutions – expands along with needs.Elements of communication with clients.Clear view with division into statuses, salesmen, sales types, and other parameters (any configuration thanks to Jira’s flexibility).Storing information on contacts/companies.Using our own example, we can present and guarantee that Jira works well as CRM.Īre you working in Jira software? Are you looking for a solution of CRM type? You don’t have to invest in another tool! CRM in Jira: We use Jira for sales information management. As Atlassian’s Platinum Partner with over 10 years of experience, we know lots of examples and (seemingly) unusual applications of this software.

#Jira client interaction software

Jira is software which has ‘proven’ more than once its versatility, working well in different types of business and in various projects. Compatibility with other systems, supporting sales processes.Importing contacts/data from other sources.Running automated sales-marketing campaigns (email marketing, media monitoring, surveys and reactions).phone calls, chats, forms, instant messages). Manage different channels of communication with clients (e.g.Use advanced analytical and forward-looking tools.Enter detailed segmentation and categorization of clients/sales types or other parameters.More advanced tools go beyond simple sales information collection and management, they make it possible to e.g.: Browser possibility of filtering data.Possibility of enclosing attachments with an offer or other information.Title and description of taken sales actions with singled product/service names which they refer to.CRM systems can be simple (however, they are poor in functionalities and less clear) or complex and customized to specific needs of the business or a particular company.īasic data which should be collected by every CRM system is obviously: This kind of tools should also gather data concerning client’s identification, determination of his needs and expectations, as well as it should also enable the analysis of the sales or/and marketing activities’ efficiency. who is handling a given topic, who they are contacting, what progress they’ve made, if the cooperation has been finalized or not and at what amount of money. Their task is to monitor particular stages of building relationship with a client as well as automation repetitive processes CRM is to show i.a.

CRM system is the base of some department work, such as sales or customer service, they also often support marketing activities. Therefore, it’s not only about database, but also about all the necessary information, files and stages of planned or started cooperation.

One of examples of unusual (at first glance) use of Jira environment is Customer Relationship Management.Ĭustomer Relationship Management is a general term for IT tools which are used to manage all aspects of company-client relationship. The tool can be successfully used in managing project of different purpose. Jira by Atlassian is software well-known all over the world it is associated mainly with solutions for developer teams.