An introduction to sales in Atlas CRM

Thousands of teams use Jira to improve the way they work and collaborate. Jira has proven itself as a tool to take the way you work to the next level. You can now use Atlas CRM to manage your sales process within Jira and Confluence.

Sales in Atlas CRM

Atlas CRM makes it easy to manage sales in Jira and Confluence. When a potential sale comes in, you can document it in Atlas CRM. You can link a customer, assign a user, plan Jira issues and link Confluence documents. You will have a complete overview of everything that is going on with the sale.

The sale shows up in the sales funnel inside Jira and Confluence. The sales funnel gives you an overview of your sales and their status. You will be able to track your sales while they progress through the sales funnel, on their way to success.

When you learn more about a sale, you can simply update it in Jira or Confluence. You can add the estimated revenue of the sale and if possible, an estimated probability of winning the sale. The sales funnel gives you an overview of the estimated revenue in each stage of your sales funnel.

Managing a sale's work with Jira

Jira is an incredibly useful tool to manage your work. Now that you manage your sales inside Jira, you can use Jira to manage the work that needs to be done to win a sale. You can do this by linking issues to the sale.

A sale can keep your colleagues in the loop by showing the work that is being done. And a sale can help your team plan ahead by showing issues for the future.

Use Jira's flexibility to manage a sale's work the way you like it. Create workflows, choose issue-types, assign issues. Use Jira however you want to manage your sales workflow.

Managing a sale's documents with Confluence

Confluence is a great tool for creating a knowledge base and a great place to collaborate around documents. Now that you manage sales in Confluence, you can create a knowledge base around your sale. You can do this by linking pages to the sale.

Use pages for agreements, contracts, invoices, sales related research and much more. Collaborate and work as a team to win an important sale.

Continue reading about the sale.