SALES AND ACCOUNT MANAGEMENT TEAMS

Supercharge your sales strategy

Easily collaborate with client-facing teams and maximize your sales momentum with Asana.

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Trusted by more than a million teams

Why Asana?

Asana increases productivity and customer satisfaction, according to IDC.¹

54%

Increase in speed to execute business processes

57%

More projects delivered on time

14%

higher client/customer satisfaction

Speed up time to “closed won”

Track client accounts, coordinate with distributed teams, and manage your pipeline in a single platform.

[Teams] Sales - Keep initiatives on track

[Teams] Sales - Connect tools in one platform

Set goals that matter

Connect individual sales goals to high-level objectives, like total pipeline generation, win rates, and revenue. And if your priorities change, seamlessly shift targets to match.

Set and achieve goals

Keep initiatives on track

Monitor the status of sales goals, track targets, and get real-time insights, all in one place.

Track key insights

Improve sales productivity

Automate repetitive tasks like sales handoffs, so work moves seamlessly from one team to another—and your team never misses a beat.

Build your workflow

Build and grow pipeline

Use custom fields and multiple views to keep track of important pipeline information like the assigned account executive, deal size and status, and estimated close date.

Track pipeline progress

Connect tools in one platform

Collaborate with distributed teams and centralize information using integrations like Salesforce, Google Workspace, and Microsoft Outlook.

Connect your favorite tools

Build relationships—and revenue

Monitor the real-time health of accounts, track and respond to client feedback, and coordinate activities across client-facing teams, so you can expand once you land.

Sales training made easy

Speed up your onboarding process and train teams more effectively so they can start selling and deliver on business goals.

Standardize your onboarding processes

Shorten the ramp-up time for sales reps by automating the new hire process and standardizing performance tracking materials.

Deliver impactful training

Set your sales team up for success from the start with useful tools and training programs—all in a single platform.

Manage sales enablement

Link training tools, send guidance, keep sales teams aligned when priorities shift.

Company Size

Mid-Market

Industry

Technology

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

Read case study

Company Size

Mid-Market

Industry

Retail / Fast-Moving Consumer Goods (FMCG)

The way we use Asana is intended to give everyone the same visibility into every partner. If we sign a company and a year down the road there’s a problem, the furniture buyer can go into Asana and see the history of that partnership. They can see the date they signed, when they went live, their sales contracts, any discussions. When the buyers go to those markets, they have a single source of truth in Asana.

Leslie Killinger

Business Development Manager, Overstock

Read case study

Your favorite sales tools in one place

Sales teams need multiple tools to track leads, manage accounts, build relationships, and deliver customer support. Asana integrates with 260+ integrations to help you see all of your work in one place.

Explore all apps

Recognized as a leader by experts

Featured templates

Browse Asana’s ready-made templates, or create your own.

Stride client account management template

Track, maintain, and improve customer relationships with a single system of record for all client-related tasks.

Use template

Sales pipeline template

Track action items, monitor pipeline progress, and keep opportunities moving forward.

Use template

Sales plan template

Expedite the sales planning process by tracking your team’s success metrics, key deadlines, end goals.

Use template

Frequently asked questions

Can I get started with Asana for free?

What Asana features are most useful for sales teams?

Asana’s features are designed to simplify and streamline your sales processes, so the sales team can effortlessly manage client accounts and hit goals. These features make it easy:

Goals allow your team to see how their individual work connects to high-level organizational goals, such as pipeline growth and ARR.
Custom fields let you filter and organize accounts by important details, such as account size, industry, or location. You can also use custom fields to track accounts as they move through the sales process, by assigning them to stages like “new lead,” “contacted lead,” “opportunity,” “unresponsive,” and more.
Forms help you capture and keep track of lead information from prospects and existing customers.
Integrations bring all your favorite tools—like Salesforce, Zendesk, Freshdesk, and more—into one central system of work.

How can I get started quickly using Asana for my sales processes?

What third party integrations are available to support our sales teams?

Speed up time to close with Asana

Get started View demo

IDC White Paper, The Business Value of the Asana Platform, Doc. #US50642023, June 2023
For more info on our G2 review
For more info on our 2023 Gartner Peer Insights Customers' Choice recognition for Collaborative Work Management
For more info on The Forrester Wave™: Collaborative Work Management Tools, Q4 2022 report

SALES AND ACCOUNT MANAGEMENT TEAMS

Supercharge your sales strategy

Trusted by more than a million teams

Why Asana?

54%

57%

14%