Be consistent with your customers. Standardize sales processes with project templates—so teams can put their best foot forward as they build pipeline, win customers, and close deals.

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We want to go deep with our clients while maintaining a unified, consistent approach. Asana helps us do that. We connect it to Zendesk, Zoom, Slack, and our own platform, making Asana the source of truth we can count on to get stuff done and bring us together across teams."

Kevin Weiss

VP of Client Success, Retail Media, Skai

Create a seamless customer experience

Standardize each stage of the sales journey, so you can provide a consistent customer experience—even when leads are passed between different teams.

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All of your sales information, in one place

Don’t let leads fall through the cracks. With 260+ app integrations, you can keep track of customer outreach, sales data, and team conversations—even when they happen across different tools.

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Build efficient sales processes

Use Asana templates to move faster, execute smoothly, and close deals with confidence.

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Sales templates

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[Templates] RFP Process (Card image)
RFP Process

Use our template to prepare an RFP, then organize and evaluate the responses—all in the same place—so you can pick the best vendor for the job.

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