CRM use case
- Gyula Puzder
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:
Company (single-line text)
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)
KAM (user picker)
Contract value (EUR) (number)
Propbability for contracting ( % ) (number)
Expected revenue (number)
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
Manage lead status in one view
Compare contract values, expected revenues
Create reports for KAMs, leads, new contracts - use filters
Filter numeric values
See average/sum/min/max values for numeric or financial columns.
See if your colleagues left you a comment about a lead or uploaded a new document - just have to show comment and attachment columns