Easily collaborate with client-facing teams and maximize your sales momentum with Asana.
Asana increases productivity and customer satisfaction, according to IDC.¹
Increase in speed to execute business processes
More projects delivered on time
higher client/customer satisfaction
Track client accounts, coordinate with distributed teams, and manage your pipeline in a single platform.
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 goalsMonitor the status of sales goals, track targets, and get real-time insights, all in one place.
Track key insightsAutomate repetitive tasks like sales handoffs, so work moves seamlessly from one team to another—and your team never misses a beat.
Build your workflowUse 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 progressCollaborate with distributed teams and centralize information using integrations like Salesforce, Google Workspace, and Microsoft Outlook.
Connect your favorite toolsMonitor 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.
Speed up your onboarding process and train teams more effectively so they can start selling and deliver on business goals.
Shorten the ramp-up time for sales reps by automating the new hire process and standardizing performance tracking materials.
Set your sales team up for success from the start with useful tools and training programs—all in a single platform.
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.
VP of Client Success, Retail Media, Skai
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.
Business Development Manager, Overstock
Company Size
Small Business
Industry
Retail / Fast-Moving Consumer Goods (FMCG)
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.
Co-founder and Partner, Stride
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.
Browse Asana’s ready-made templates, or create your own.
IDC White Paper, Sponsored by Asana, 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