Hello folks,
My company is considering to use the plugin Insight as CRM. We currently run our quotation management process in Jira Software successfully.
The old CRM system is a swamp in Microsoft Dynamics 365. Nobody really knows how to work with and the setup is just a nightmare.
We already gathered requirements for a new CRM. And now I got the task as jira admin to give my recommendation about the insight plugin. Which I am not familiar with.
The new challenges are:
- Is the system really meant for CRM Usage or do we have to customize it too much?
- How much time and effort should we plan for a clean setup?
- Does it fit into a planned future-oriented tool chain (ERP connection)?
Does anybody have similar challenges to tackle and maybe has a word of advice for me?
Any suggestions or operative experiences with the plugin as CRM?
I look forward to some helpful answers.
Cheers,
Leonie
