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Automatically link sales and operations

Crumbs API workflows - sales and ops.png

Organising budgets and tasks across teams can be tricky and can lead to mistakes but by using the Crumbs CRM for Jira API, you can easily align your teams.

Crumbs integrates with Jira issues, enabling you to view information about your customer organizations in context and removing the need for users to navigate to an external CRM to access and edit key information.

Problem

Operations are not aligned with the sales team on the budget spent and reporting is difficult across multiple customers and their issues.

Solution

Automate the creation of issues using Jira automation with the Crumbs customer automatically linked between a sales pipeline and production workflows.

Outcome

Not only does this save time on creating issues and linking customers to issues, but teams are now aligned on customer details and context. You can also quickly report on issues using the Crumbs issue search.

Does this sound like it could help your team? Try Crumbs CRM for Jira for FREE on Atlassian Marketplace.

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