How Sales Manager can use a CRM in Jira – Day in the Life

With Atlassian aiming to reduce the amount of tools a company needs by having them migrate to the Atlassian Suite, the added-value from having more and more components work natively to Atlassian increases in direct correlation to the amount of teams and departments that make it their central hub for their day-to-day activities. We’ll explain how a CRM in Jira can be used by the sales team – but before that – queue the context! 

Meet Max, a sales manager at a fast-growing tech company. His day is packed with calls, emails, and meetings, all centered around closing deals and managing his team. Instead of juggling multiple tools, Max uses Sales CRM for Jira as his CRM to streamline his workflow and keep everything in one place. We’ll follow his day, how he stores his customer information in Jira, and how he navigates around his day. 

8 AM – Checking emails & Slack

Max starts his day by checking out his emails for the latest customer outreach. If there is any news from his clients, he can associate emails to Sales CRM in Jira. This is possible due to the built-in integration from Sales CRM to Outlook or Gmail, which allows him to link emails back to relevant contacts, deals, and accounts. 

He’ll also scan his Slack messages to catch-up on work, and ensure that he hasn’t missed any important notifications from the CRM. 

8:30 AM – Checking the Sales Pipeline

Once his emails have been screened and responded to, Max proceeds to open Jira and navigate to Sales CRM. He’ll start by looking at his Sales CRM notifications to see whether there are new tasks that have been assigned to him, or if his team has tagged him on any deal.

He’ll then scan his pipeline in Sales CRM. From the Deal view, he’ll look at his pipeline, and the various stages to make sure that everything is up to date. 

9:00 AM – Daily Standup with the Sales Team

During the morning standup, Max uses Sales CRM to review each team member’s active deals as they quickly sync on their accounts. He filters issues by assignee to check progress, and the team discusses challenges.

One rep mentions a stalled deal due to missing technical documentation. Max quickly looks into the deal for the linked ticket to see it and get up to speed on the bottleneck from the JSM ticket.

10:30 AM – Following Up on Leads

Max receives a Slack notification: a new lead has been assigned to him. He clicks on the issue labeled “Enterprise Lead – Acme Corp”, which contains details like the contact person, company size, and estimated deal value. He updates the Follow-Up Date and schedules an initial call.

12:00 PM – Lunch Break (With a Slack Check-In)

Over lunch, Max gets an automated Slack update on his phone: one of his key deals has moved from Proposal Sent to Negotiation. He sends a quick Slack message to congratulate the rep handling the deal.

1:30 PM – Closing a Deal

In the afternoon, Max gets on a call with a prospect who is ready to sign. He updates the Sales CRM deal to Closed – Won and the system triggers an automated Slack to the finance team to get them to generate an invoice. He also adds a comment tagging the customer success team, ensuring a smooth handoff.

3:00 PM – Analyzing Performance and Pipeline Forecasting

Now that he has a little more time to report on the state of the Pipeline, Max uses the Sales CRM dashboard to track his team’s performance. He reviews a dashboard that shows:

• Number of deals in each state of the Pipeline
  
• The value of the Pipeline and the unearned revenue
  
• How the team is doing compared to their goals
  

Noticing that there is a lot of unrealized revenue from deals in the Proposal Sent stage, he decides to refine the team’s sales strategy.

4:30 PM – End-of-Day Wrap-Up

Before logging off, Max reviews the Deals, Clients, and Contacts database to make sure that the populated information is healthy. He’ll look at the data aggregation in the List view to ensure that no fields are left empty – and notify the team to fill in the missing data. 

The Value of Using a CRM in Jira

For Max, using a CRM in Jira isn’t just about keeping track of sales—it’s about leveraging the platform’s unique strengths:

• Company-Wide Alignment – Since Jira is already used by development, customer support, and product teams, sales can seamlessly collaborate with them in the same ecosystem.
  
• Customizable Workflows – Unlike rigid traditional CRMs, Jira can combine with Sales CRM to create a tailored workflow that works for their team’s needs.
  
• Deep Integration with Project Management – Sales deals often require product adjustments or customer onboarding. Having everything in Jira ensures no context is lost between teams.
  
• Data Transparency & Reporting – Since Sales CRM offers custom fields, Max is also able to quickly search through his instance’s data using JQL. In addition, he’s able to leverage Jira dashboards to gain different insights from the Sales CRM dashboards without needing to export data to another tool (although that is possible).
  
• Scalability – As the company grows, Jira’s flexibility allows for expansion and additional automation, keeping up with evolving sales needs. The native integrations with the Atlassian Suite and the automations capabilities of Sales CRM make this quite the contender for a really complete tool.

Why a CRM in Jira Works for Max

• Unified Workflow – Sales, customer support, and project teams stay aligned in one system.
  
• Real-Time Deal Tracking – Customizable dashboards provide instant insights into the sales pipeline.
  
• Seamless Communication – Integration with email and automation tools keeps interactions organized.
  
• Scalability – Jira adapts as the sales process evolves, growing with the team’s needs.
  
• Effortless Automation – Reminders, lead assignments, and task updates reduce manual work.
  

For Max, using a CRM within Jira means fewer silos, better collaboration, and a streamlined sales process that helps him and his team close more deals efficiently.

You too can try out Sales CRM for Jira for free for 30 days through the Atlassian Marketplace

OR if you still want to read a few things before pulling the trigger – why not check out how you can use JSM with Sales CRM?