1. C
JIRA
R
M
because you’ve got sales too
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2. What is JIRA CRM?
• Atlassian JIRA as a platform
• Salesman View as a methodology
• Atlassian ecosystem as a solutions
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3. Why JIRA?
• Track & Workflow platform
• High customization level
• Global ecosystem solutions
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4. 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
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5. In the box!
CRM requirements JIRA base functions
Records (leads, customers, sales)  Issues, Components, Custom Fields
Records lifecycles  Workflows
Interactive metrics & pipelines  Dashboards & Gadgets
CRM activities and collaborations  Subtasks, Work logs & Comments
Docs store  Issue Attachments
Sales Restrictions  Permissions & Security Schemes
Automated CRM-procedures  Subscriptions, Listeners & Jelly Scripts
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6. Atlassian Plugins Ecosystem
CRM functions Ecosystem Tips & Tricks
CRM-objects hierarchy model  Link New Issue Operation Plugin
 Structure Plugin
CRM workflows  CustomWare JIRA Utilities
 JIRA Workflow Extensions
 JIRA Workflow Toolbox
 JIRA Toolkit
 JIRA Suite Utilities
 JIRA Misc Workflow Extensions
CRM timesheets  JIRA TimeSheet Plugin
 Tempo Plugin
 JIRA Worklog Plugin
CRM activities and collaborations  JIRA Autowatch Plugin
 JIRA Last Comment Plugin
 JIRA Feedback Plugin
CRM dashboards  JIRA Column Order Gadget
CRM fields restrictions  JIRA Field Security
Automated CRM-procedures  JIRA Scheduler Plugin
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7. JIRA CRM
screenshots tour
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8. CRM Sale & Contact
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9. CRM Records
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10. CRM Dashboards
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11. CRM Metrics
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12. 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)
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13. 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
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14. See more information
about JIRA CRM on our website
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Anton Kolin
www.teamlead.ru