Integrating CRM with your Atlassian tools can be highly beneficial for organisations, whether you want to manage your complete sales within your Atlassian tools or simply view customer information in Jira Issues and Confluence pages. In this blog we give you 5 big reasons why you should start with Atlas CRM now!
- You no longer have to leave Jira or Confluence to view customer information. Customer profiles, contact details and notes are available everywhere and anytime.
- Get customer insight instantly. Your Jira Issues and Confluence pages are linked to customer profiles so you can view immediately the work you have done for a customer.
- Everyone is up to date about the sales progress. Track and review your sales progress in the customizable sales funnel.
- You can collaborate more easily by assigning customer service or sales tasks to each other.
- Search for customer information in JQL. You can create for example separate Jira Service Desk queues and dashboards.
Atlas CRM kit for Atlassian Solution Partners
Are you an Atlassian Solution Partner and do you want to offer Atlas CRM to Atlassian users? In order to help you offer Atlas CRM, we created a white label marketing kit. After downloading, you will find a flyer, battlecard and newsletter which can be used to approach customers.