Improve your Sales Pipeline with our Simple Workflow

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Looking for a way to optimise your sales pipeline? Check out our workflow below to find out how integrating Crumbs into your sales pipeline can improve how you keep track of leads and opportunities and optimise the efficiency of your sales team. 

Crumbs CRM for Jira is the simple way to store and manage customer information within Jira issues. With this workflow, it's easy to keep on top of your sales from fruition to conversion, therefore, improving your sales pipeline and keeping track of your leads and opportunities. 

Capture your sales leads on a simple Kanban board

The starting point for your sales pipeline is to create a Jira board to store sales lead tickets, each lead should have their own ticket. By creating a Kanban board, you can track your leads as they progress through the lifecycle. 

Within your board, create priority-based swimlanes using the BANT (budget, authority, needs, and timeline) method to help you to differentiate hot, warm, and cold leads.

Capture customer information using our Crumbs app

While the Kanban board is the basis, the addition of Crumbs will elevate your solution. Crumbs, our simple CRM for Jira, enables you to capture information about your customer leads as they progress through the pipeline. You choose what information is displayed so you can highlight the details that are most relevant to your team. Crumbs seamlessly integrates with Jira so that your sales team can see key information in context without having to leave the issue!

By following this workflow and integrating Crumbs into your Jira solution you can improve your sales pipeline and easily keep track of your leads and opportunities. Find out more and start your free trial on Atlassian Marketplace.