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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:
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.