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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

[Teams] 54% Marketing (stat)

faster to complete business processes

[Teams] 57% Marketing (stat)

more projects delivered on time

[Team]14% IT (stat)

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 - Set goals that matter
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
[Teams] Sales - Keep initiatives on track
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
[Teams] Sales - Build and grow pipeline
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
[Teams] Sales - Connect tools in one platform
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
[Teams] Sales - Build relationships—and revenue

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.

[Team] Sales - Standardize your onboarding processes

Standardize your onboarding processes

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

[Team] Sales - Deliver impactful training

Deliver impactful training

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

[Team] Sales - Manage sales enablement

Manage sales enablement

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

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 WeissVP of Client Success, Retail Media, Skai
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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 KillingerBusiness Development Manager, Overstock
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With Asana, we know at any time where things stand with each client so we can mitigate issues proactively. This has helped us extend the lifetime value of our customers, which delivers significant incremental value to us.
Eric PageCo-founder and Partner, Stride
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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.

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[Upmarket] Award (logos)

Recognized as a leader by experts

Frequently asked questions

Can I get started with Asana for free?

Try Asana for free for 30 days, no credit card required. Get started with a free Business trial, then follow the on-screen instructions to log in.

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?

The easiest way to get started using Asana for your sales functions is to use one of our pre-made sales templates, like our sales plan and sales pipeline templates.

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

Asana offers more than 200 integrations, including Salesforce, Zendesk, Freshdesk, Google Workspace, ServiceNow, Pipedrive, and more. To get started enabling your sales teams, check out all our integrations for sales and service teams.

Speed up time to close with Asana

Get started View demo

  1. IDC White Paper, Sponsored by Asana, The Business Value of the Asana Platform, Doc. #US50642023, June 2023

  2. For more info on our G2 review

  3. For more info on our Gartner Peer Insights award

  4. For more info on The Forrester Wave™: Collaborative Work Management Tools, Q4 2022 report