How to use Jira Work Management for sales
How-to guide for sales teams
Best practices for sales teams
Every sales team is unique. With Jira Work Management, you can customize the sales process flow to the way your team works and still collaborate easily with other teams. These best practices from Atlassian employees, Jira Work Management users, and subject matter experts will help you decide how to manage your sales team and meet your sales goals.
Make sure you check out the Quickstart guide to get set up with Jira Work Management.
Monitor your deadlines to hit quotas
Don’t let the end of the month sneak up on your team. The month-by-month calendar view in Jira Work Management shows tasks and deadlines for different deals, so there are no nasty surprises. Your team can add, move, and filter tasks directly in the calendar to leave enough time to close and make quota.
Read these resources to get started with the calendar:
See your sales process flow, from cold call to close
Ditch the chaotic notes and give your team the full picture of the sales workflow. Jira Work Management offers a clear visualization of the sales process flow to track leads at every step. Adding Salesforce Smart Links provides extra context and makes it easier to update the CRM directly from your project. Discover other sales tools we integrate with here.
Learn how to set up your sales process flow in Jira Work Management:
Check out the different views in Jira Work Management:
Be more prepared for pre- and post-sales requests
Requests for information quickly pile up when your team is working on multiple customer offerings. Forms in Jira Work Management make it easy to collect and route pre-sales requests. You can also use forms to request enablement materials. Now you can track when marketing will deliver the assets you need to answers questions faster and more easily, so you can close deals and give customers the best experience.
Read these resources to learn how to use forms in your project:
See how to create a form in Jira Work Management:
Keep your customer and product data in one place
Your team relies on customer data and input from different departments to do their jobs. Switching between the CRM, spreadsheets, email, and messaging tools all day gets tiring. Jira Work Management offers over 500 integrations and 3,000 extensions, such as Salesforce, HubSpot, Google Sheets, Gmail, and Teams, to help you organize your updates in a simple, centralized location.
Explore the apps and integrations you can use:
See how to connect your tools within Jira Work Management:
Automate strategy and proposal approvals
Whether you’re juggling new campaigns with the marketing team or trying to close several deals, you need another team to sign off on your work. Automating approvals helps you streamline the process, so you don’t waste time trying to connect with the right person in finance and miss your sales goals.
Read these resources to start adding automation to your project:
See how to set up automation within Jira Work Management:
See how your team is tracking to sales goals
Regular reports and rituals are key to running an effective sales team – but developing them from scratch eats up a lot of time you could be spending on strategic initiatives. Jira Work Management allows you to generate a wide range of reports in seconds, so you can track your team’s progress toward sales goals.