Software for customer success mgr

Question

We are a team that has a working CRM software. As we get more inquiries for demos, questions on the product, etc I realize I need to track each lead that is inquiring (who, date we gave a demo, # of inquiries per person, details about this persons business structure etc) from their discovery of us to their first contact with us all the way up to when they get onboarded.

Does atlassian have a platform for this type of customer management? Not as much a pipeline of selling them on our software, rather a place to hold data of my written notes from each interaction, dates, etc.

Blake_9lrh2u · Answer

I have searched through the atlassian products, the closest i could find was under Work Management; leads tracker & sales pipeline. yet these are nearly identical, and not really a place to "hold" a customer history of past conversations, data etc. theyre more tasks driven.

But i will try to see how the workarounds adapt to it. @Brant Schroeder

Aron Gombas _Midori_ · Answer

I think Jira Work Management could totally fit this use case. It is a very generic product and it is highly customizable, so it can be adapted to wide range of use cases.

You could model each lead with a custom issue type "Lead". You could capture the customer's data in custom fields, his questions and notes about the demo in comments, etc.

Brant Schroeder · Answer

@Blake Depending on what you need you might be able to get away with doing it in an Atlassian tool but what you are explaining really is CRM functionality which Atlassian does not have.  Their product does integrate with many CRM systems to help keep things that Atlassian does well (Service Management, Project Management, Work Management, etc.) in sync with the CRM.  I would look at using the applications to improve those areas and integrate it with your CRM to provide a better overall customer experience.