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Hi,
I'm totally new to Atlassian, so please excuse me if I'm asking a totally obvious or frequently asked question: How does Jira handle customer information? Are there any best practices?
Background: We're a new/small software developer and I've been looking at using the Atlassian suite for our needs: BitBucket for Source code, Jira Software for tracking development issues, features & releases, Jira Service Desk as a helpdesk for customer facing issues. I'd hoped that Jira Service Desk and Jira Core would share the same customer database so we could use Jira Core for marketing and sales purposes.
From what I've seen so far, it looks like Service Desk and Core projects have independent lists of customers and customer info is limited to just an email address. I was hoping to keep a record of sales info e.g. subscription ID, expiry date etc.
Am I barking up the wrong tree with my expectations, or have I missed something obvious?
Hi Max,
Thanks for such a swift and thorough response. I'm glad to know that I'm on the right course.
I understand what you're saying about using Jira as a CRM, but I'm not sure it would work very well with our business model.
I've been reading about the Jira Cloud for CRM plugin and Skyvia, which I hope will address most of my issues. For instance we could maintain a separate customer database in Microsoft Dynamics CRM, which we could then integrate with Jira Core/Service Desk and other third parties, such as a billing platform or a well-known email marketing solution. That's the theory anyway!
Anyway, thanks for your help. I'm sure I'll come crawling back when my brilliant plan doesn't work.
Yours, George
Hey George,
I'm pretty sure you'll find a solution! Of course, you don't have to use Jira as a CRM, especially with Dynamics CRM already in place. I moved away from administering it years ago. But you already found apps to connect the different applications and using the REST API you will always be able to get data out of Jira and the other way round. Good luck with your efforts! :)
Best, Max