SalesForce is a great CRM, but its probably more than I need for myself. I am a huge fan of JIRA and wondered if this was possible to use JIRA like I had used SalesForce? I'm already a JIRA user too; I have a company account.
What would I need?
A board (probably KanBan)
Follow up tasks or reminders for tickets I create (I'm tracking sales, retention of memberships)
A way to look at a dashboard of sales I make. (via labels I suspect?)
Can JIRA do this for me and how?
I think this is definitely possible using Components/EPICS for organization and a tree-structure (somewhat). I would also create an issue type that is used to capture individual, unique iterations with each customer. Tasks can then be linked to each interaction, if necessary. This can help you report on each customer individually.
You could also look into add-ins, like this one...if you did not want to do your own customization...
Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...
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