CRM use case

Owned by Gyula Puzder
Last updated: Dec 01, 2020
2 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 (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