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.

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.

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.