CRM use case

Owned by Gyula Puzder
Last updated: Nov 27, 2020
4 min read

Business situation:

You wish to manage customers, clients, sales leads with owner KAMs, lead statuses, revenue and contract related data, etc.

Technical conditions:

You have one or more Jira projects which contain lead and other CRM data, several Jira custom fields containing relevant user data. Custom field types can be single- or multi-line text, number, radio button, checklist, single or multiple choice, date picker, date-time picker, etc.

You may have a simple Jira workflow to represent new lead processes, but in case you have a stricter process, JExcel respects possible workflow steps, conditions and validators.

Custom fields used for the example:

  1. Company (single-line text)

  2. Lead name (originally the Summary field - with JExcel you have the option to rename Jira fields in a convenient and simple way, only in your JExcel workbooks)

  3. KAM (user picker)

  4. Contract value (EUR) (number)

  5. Propbability for contracting ( % ) (number)

  6. Expected revenue (this is a special JExcel calculated “column”, technically it is like you have created a scripted Jira custom field without script knowledge and without Jira admin permissions/knowledge. Columns like this exist only in your workbook so you can imagine the benefits of such “virtual fields”, e.g. fields visible only to you)

CRM lead workflow:

 

How can JExcel support your work as a Sales manager or as a Key Account Manager:

  • See CRM Lead data in one excel-like view

 

  • Colour Jira tickets representing leads and keep organized your Jira tickets - use flags

 

  • Manage lead status in one view

 

  • Compare contract values, expected revenues with showing charts (in case the same currency applies to all leads).

 

  • Create reports for KAMs, leads, new contracts - use filters

 

  • Create reports for specific time frame

 

  • Visualize numeric values

 

  • Filter and visualize numeric values at the same time - show contract values in a certain time period

 

  • Create calculated columns by your own instead of going to your Jira administrator for new custom fields and scripting. See average/sum/min/max values for numeric or financial columns.

 

  • Manage upcoming dates like date of next action or next meeting

 

  • Rename your Jira fields to better suit your needs (it will only be visible in your workbook, the original name of fields will be shown when viewing issues in Jira)

 

  • Create new tasks directly from your workbook

 

  • View task details directly from your workbook by opening JExcel sidebar (similar to issue detail view in agile boards)

 

  • See if your colleagues left you a comment about a lead or uploaded a new document - just have to show comment and attachment columns