Use of JIRA for simple sales pipeline management

Geert Truyen July 19, 2012

Has anyone tried to use JIRA for the tracking of a sales pipeline using custom created fields with a workflow supporting the status changes.

Ofcourse there are CRM-like apps for that, but if the requirements are really basic, a KISS approach on the JIRA platform might do the trick if you already run everything else on JIRA.

Any experiences or recommendations out there?

Thank you.

1 answer

1 vote
Jakub Pierzchała
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July 19, 2012

Hi Geert,

Yes, I think it is entirely possible to track the sales pipeline using JIRA custom workflow.

Our company has never used JIRA for that but we were investigating how to allow people outside of the development teams to use JIRA easily and efficiently for managing their tasks and a presentation from atlassian summit cought our eye.

Check it out, maybe that's what you need

http://summit.atlassian.com/archives/2012/jira-everywhere/simple-task-management

Geert Truyen July 20, 2012

Jakub,

Thank you for pointing me to link.
There were also other interesting presentation I looked at.

Thanks
Geert

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