Discussions
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Beyond CRM: How to Use Rovo AI Agents for Customer Management in Jira
What if you could update your CRM record in Jira after a customer meeting just by speaking? Or ask AI which deals need your attention today, instead of manually reviewing your entire sales pipeline? And what if your AI assistant could go even further - connecting sales information with technical tasks in Jira to help you…
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Custom CRM Dashboards in Jira: 4 Use Cases for Sales and Customer Management
Most CRM systems contain plenty of useful information: leads, companies, contacts, deals, activities, and products. But collecting data and using it to make better decisions are different things. A BDR needs to know which leads need attention; a sales representative needs to prioritize deals; a sales manager needs to…
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How to Manage Sales Activities in Jira: Tasks, Meetings, Emails, Notifications
For teams that live in Jira every day, sales often happen somewhere else. Sales activities are usually tracked in a CRM (though, sometimes still in excel… :) ) . Delivery work lives in Jira. Customer requests are handled in Jira Service Management or Customer Service Management. Emails sit in Gmail or Outlook. Meetings are…
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JSM, CSM, and CRM: Building a Complete Customer Context in Jira
For years, many Atlassian customers have used Jira Service Management (JSM) for both internal service management and external customer support. But Atlassian is now drawing a much clearer line between the two use cases. Atlassian positions Jira Service Management (JSM) primarily around IT, operations, and employee service…
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Product Management in Jira CRM: Link Products to Deals, Customers, and Work
When we talk about CRM in Jira, the conversation usually is around leads, contacts, companies, and deals. But for many sales teams, there is another important part of the big picture: what are we actually selling? Whether your company sells software subscriptions, licenses, professional services, hardware, or a combination…
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Mria CRM for Sales-to-Delivery Handoffs: Linking CRM Deals to Jira Projects
For many service companies, winning a deal is only the beginning of the customer journey. Once a contract is signed, Sales hands the customer over to Delivery, projects are created in Jira, documentation moves to Confluence, and implementation begins. While each team has its own tools and processes, the commercial context…
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Jira Service Management CRM Integration: How We Match Requests with CRM Customers
Atlassian's System of Work does an excellent job of bringing teams together around shared work. Jira and Jira Service Management help Product, Engineering, and Support collaborate efficiently every day. However, there is one important piece of context that often remains outside this workflow: the customer. Understanding…
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Jira Customer Feedback Process: Our Feature Request Workflow with CRM Context
At Mria Labs, we often say that we build Mria CRM for Jira the same way we expect our customers to build great products: by making decisions based on customer feedback, business context, and transparency. This week we released Outlook Integration for Mria CRM, and it reminded me how much our own internal workflow has…
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Why We Bet on Forge Before the Market Rewarded It (and What the Install Numbers Say Now)
I want to share something we've been watching quietly for the past several months, because I think it's useful for anyone in the Atlassian partner ecosystem who is making (or about to make) architectural decisions for their next Marketplace app. This is partly a data story. But it's also a story about making a hard call…
