Asana for Sales and Account Management teams

Teams managing customer accounts rely on tools from email to Salesforce, yet they don’t always have a central place to plan and execute the work needed to deliver value across the lifecycle. The tips in this article show how teams working with customer accounts can use Asana.

General tips for account management projects

These tips build on our general project management best practices to help sales and account management teams deliver on handoffs, manage communications across platforms, and track action items. These tips can help you get started with pipeline tracking or general account management.

SCREENSHOT of example workflow for a pre-sales deal support and which features in Asana help you through each step

A basic account management flow

For each step in the pre-sales process there's an Asana feature that can help you move work forward.

SCREENSHOT of Asana and Salesforce integration showing an account to-do in Salesforce that turns into an Asana task

Integrate Salesforce with Asana

  1. Integrate Salesforce with Asana to scale and automate processes for new accounts and better handoffs. Information is synced between Asana and Salesforce so both are up to date.
  2. If you have customer playbooks or sales motions that you repeat often, create custom templates to save time and ensure smooth handoffs.
  3. Start with our sales project templates or customer success project templates to save time and get tips for organizing your own custom templates.

GIF of setting a custom field in a pipeline project in Asana and using it to sort your project by field

If you don’t use a CRM tool, you can try our account tracking template.

SCREENSHOT of using the Asana for Outlook or Gmail integration for email to create tasks, add comments, and more

Asana and email

Make sure important customer details and action items don’t get lost in email. Integrate Gmail or Outlook accounts to directly turn email conversations into tasks and comments in Asana.

Tips for customer onboarding projects

Customer onboarding is a critical time for your team to shine and deliver value fast. One of the best ways to do that is by setting up a customer onboarding project. Here’s how Asana can help:

SCREENSHOT of an Asana meeting agenda project for a customer meeting

  • Create an onboarding template so you can kick off faster with the right steps for each customer. For example, with the Salesforce integration, you can automatically generate a customer onboarding project from a template in Asana when a Salesforce opportunity moves to closed-won.
  • Consider inviting your customer to the onboarding project in Asana so they can find training materials, see deadlines, and reach your team in one place with nothing getting lost via email.
  • Create a meeting agenda section in your project so you can add and share topics you want to discuss at your next meeting.
  • If an existing task from another project would be helpful to include in the onboarding project, you can add the task to multiple projects without duplicating work.
  • Use Asana’s mobile app to capture any quick to-dos as tasks in the onboarding project, notes, or pull up relevant work during on-sites or meetings.

Tips for customer feedback projects

As your customer relationships deepen, you might receive relevant feedback to help you make improvements, squash bugs and plan a roadmap with more customer-driven insights. Here’s what that can look like in Asana:

GIF of sorting a customer feedback project in Asana by sentiment to gauge feedback at a glance

  • Track feedback uniformly and spot trends with custom fields and sorting. For example you could create a field to track the number of customers reporting the same feedback or a dropdown field for “positive,” “neutral,” or “negative” feedback.
  • If feedback needs immediate action, assign the task and give it a due date. The task will already have all the necessary context for the assignee so they can resolve it faster.
  • Create a form to make it even easier for customers to report feedback. Once submitted, the form will turn into a task in the feedback project so you can take action.
  • Share the project with cross-functional stakeholders across your organization. By inviting someone from your Product team, for example, they can include customer insights in their planning process. You could also track this by creating a custom field indicating which team the feedback might be relevant for.

More resources for sales, customer success, and account management teams

More of a visual learner? Want to see how our customers deliver for their customers with Asana? Check out these resources:

Resources Link
Team-specific templates Browse Sales templates or Browse Customer Success templates 
Video tutorial Watch How to Asana
Case study Read how GoSpotCheck, Stride, and Social Factor manage the customer journey with Asana
Connect with Community Attend an upcoming training or start a thread on our community forum 

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