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Teamlead JIRA CRM

Teamlead JIRA CRM






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    Teamlead JIRA CRM Teamlead JIRA CRM Presentation Transcript

    • CJIRA R Mbecause you’ve got sales too www.teamlead.ru
    • What is JIRA CRM?• Atlassian JIRA as a platform• Salesman View as a methodology• Atlassian ecosystem as a solutions www.teamlead.ru
    • Why JIRA?• Track & Workflow platform• High customization level• Global ecosystem solutions www.teamlead.ru
    • What is Salesman View?• Total tracking – leads, customers, sales• Soft records lifecycle• Interactive metrics and reports• Sales team activities & collaborations• Integration sales with production• Docs store• Records & fields restrictions• Automated procedures www.teamlead.ru
    • In the box! CRM requirements JIRA base functionsRecords (leads, customers, sales)  Issues, Components, Custom FieldsRecords lifecycles  WorkflowsInteractive metrics & pipelines  Dashboards & GadgetsCRM activities and collaborations  Subtasks, Work logs & CommentsDocs store  Issue AttachmentsSales Restrictions  Permissions & Security SchemesAutomated CRM-procedures  Subscriptions, Listeners & Jelly Scripts www.teamlead.ru
    • Atlassian Plugins Ecosystem CRM functions Ecosystem Tips & TricksCRM-objects hierarchy model  Link New Issue Operation Plugin  Structure PluginCRM workflows  CustomWare JIRA Utilities  JIRA Workflow Extensions  JIRA Workflow Toolbox  JIRA Toolkit  JIRA Suite Utilities  JIRA Misc Workflow ExtensionsCRM timesheets  JIRA TimeSheet Plugin  Tempo Plugin  JIRA Worklog PluginCRM activities and collaborations  JIRA Autowatch Plugin  JIRA Last Comment Plugin  JIRA Feedback PluginCRM dashboards  JIRA Column Order GadgetCRM fields restrictions  JIRA Field SecurityAutomated CRM-procedures  JIRA Scheduler Plugin www.teamlead.ru
    • JIRA CRMscreenshots tour www.teamlead.ru
    • CRM Sale & Contact www.teamlead.ru
    • CRM Records www.teamlead.ru
    • CRM Dashboards www.teamlead.ru
    • CRM Metrics www.teamlead.ru
    • Why JIRA CRM?• This is excellent replacement for MS Excel & little CRM• Incredible customizations level• Base for the next levels (Service Desk, QA, & other company process) www.teamlead.ru
    • What next? JIRA CRM Plugin• Directory of Organizations and Employers• Directory of Products and Services• Directory of SLA’s• Pipeline Reports• CRM Events …coming soon in Q2 2012 www.teamlead.ru
    • See more information about JIRA CRM on our website www.teamlead.ruAnton Kolin www.teamlead.ru