Jira Sales Workflow Customization

@tangramua

Dear Admingen,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Organization Design, Atlassian Jira and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.   

@AutomateBoring

Hi, I understand you need Jira configured to track sales leads and opportunities with custom workflows aligned to your sales process. I have extensive experience setting up Jira for non-technical teams, including sales, by designing tailored workflows, custom issue types, and fields that map directly to lead stages and opportunity pipelines. My approach would be: analyze your sales stages, create custom workflows with conditional transitions and automation rules, configure dashboards for real-time lead tracking, and set up permissions to ensure data integrity and security.

@maryemorgan

With over a decade in the industry, I am confident that my deep understanding of Jira and Agile methodologies makes me an ideal candidate for your project. As a skilled Business Analyst, I have specialized in Jira setup and customization, aligning it with unique business processes just like yours. Not only am I proficient in creating custom workflows -- specifically tailored to match sales leads and opportunities tracking -- but I am also adept at ensuring data consistency, an essential factor for effective reporting. The combination of my technical skills, including Jira data entry, backlog cleanup, and story formatting along with my experience in Agile/Scrum methodologies has consistently helped simplify processes and increase productivity within organizations. Working both asynchronously and on a flexible schedule, I'm always available to ensure that your project is delivered promptly without compromising quality. Finally, as a professional who values confidentiality, you can rest assured that handling your project with the utmost integrity is a non-negotiable for me. Let's connect so we can discuss further how we can optimize your entire sales process using Jira -- after all, empowering sales teams to focus on closing deals instead of fumbling through systems is vital!

@Andreascy94

I am more than qualified for the job as I am working as Jira administrator for my company for almost 7 years. I am member of a team that we have developed and maintaining 35+ custom jira plugins and we dealing daily with requests that require platform configuration (like optimising workflows, creating automations, listeners, jobs, behaviours etc). Looking forward hearing from you!

@vgcloudservices

Hello Mate I hope you’re doing well, and thank you for considering my proposal! I’m Vineet, a seasoned Atlassian Jira consultant and JSM specialist with over 12 years of experience. I’ve helped numerous organizations set up and optimize their Jira and Confluence instances, ensuring smooth operations tailored to their unique needs. I specialize in configuring Jira Software, ITSM projects, and custom workflows that align with customer requirements. I’m also adept at building dynamic dashboards and filters using the Rich Filter plugin, helping teams visualize and manage their work efficiently. My expertise covers Jira Software, Jira Service Management, Jira Work Management, and Confluence, across both cloud and server platforms. Throughout my career, I’ve collaborated with stakeholders and product owners to translate their needs into actionable roadmaps, supporting implementation in Jira and providing training to end users for seamless adoption. My experience spans industries such as IT, software development, telecommunications, fintech, and more. I have a proven track record of delivering successful projects on Upwork, and I invite you to review my client feedback. I’m available to discuss your project further and can work within Australian ,Central, Eastern and Pacific time zones. Looking forward to connecting and helping you achieve your goals! Best regards, Vineet