![[Team] Marketing (hero)](https://assets.asana.biz/transform/61865305-58c6-4bcc-9d31-005dcf3e739d/Media__Compare_Hub_Hero_-_Sales?io=transform:fill,width:2560&format=webp)
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 - Set goals that matter](https://assets.asana.biz/transform/9d1c0a70-c2a1-419b-8cb9-fd5c3e4d45bb/homeloggedin-feature-goals?io=transform:fill,width:1680&format=webp)
![[Teams] Sales - Keep initiatives on track](https://assets.asana.biz/transform/b558b33d-c177-4465-9e5f-e966d20b5a09/homepage-accordion-goals-en-1x?io=transform:fill,width:1680&format=webp)
![[Teams] Sales - Build and grow pipeline](https://assets.asana.biz/transform/f9ef4865-4d5a-4eb7-bc6e-d6e5d6d2869a/Inline-Lists-Sales-Pipeline-2x-jpg?io=transform:fill,width:2560&format=webp)
![[Teams] Sales - Connect tools in one platform](https://assets.asana.biz/transform/773e595a-0d90-4fe3-bb32-1cb02743a08c/product-developers-static-automate-en-2x?io=transform:fill,width:2560&format=webp)
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 toolsBuild 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.
![[Teams] Sales - Build relationships—and revenue](https://assets.asana.biz/transform/b71cbaf6-e8f8-4ed7-b115-6d5d048a0c97/inline-list-client-account-management-2x?io=transform:fill,width:2560&format=webp)
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](https://assets.asana.biz/m/639a28aa540c8bb3/original/icon-orgclarity.svg){kind=icon}
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](https://assets.asana.biz/m/5aa81b02894f235a/original/web-nonprofit-icon1.svg)
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](https://assets.asana.biz/m/4ba08c21555b6cf8/original/teams-ops-icon3-workflow.svg)
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
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.
Recognized as a leader
A Leader in the Collaborative Work Management three years in a row
A leader in Work Management and OKR Software with more than 12,000 user reviews
Featured templates
Browse Asana’s ready-made templates, or create your own.
![[Templates] Sales Pipeline (Card image)](https://assets.asana.biz/transform/387f7b65-031c-4b14-a9bf-02261d8f8029/TG23-web-thumbnail-021-call-log-static-2x?io=transform:fill,width:2560&format=webp)
![[Templates] Post-Sales Handoff (Card image)](https://assets.asana.biz/transform/f9fa4005-1bcf-43d0-b78a-55f8f84c3569/TG23-web-thumbnail-026-kickoff-meeting-static-2x?io=transform:fill,width:2560&format=webp)
Frequently asked questions
Try Asana for free, no credit card required. Get started with a free Business trial, then follow the on-screen instructions to log in.
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, HubSpot, 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, Google Workspace, ServiceNow, Pipedrive, and more. To get started enabling your sales teams, check out all our integrations for sales and service teams.
Sales teams can use Asana by leveraging custom fields and automation workflows to manage client onboarding and other sales processes. For pipeline management, the Salesforce integration is recommended.
Yes, there are sales-specific templates that include deal stages, account plans, and renewal workflows. For lead tracking, the Salesforce integration is recommended.
Yes, Asana can integrate with CRM systems including Salesforce, HubSpot, Gmail, Outlook, LinkedIn Sales Navigator, and other tools.
Client onboarding can be managed by using project templates and task checklists to standardize onboarding steps and capture client info.
Sales reps can prioritize daily tasks by using the My Tasks list and Today/Later sections to highlight high-value activities.
Yes, external partners can collaborate by being invited as guests with permissions to access specific sales projects.
Transform the way you work with Asana
Start your free trial
Try Asana for free. No credit card required.
Watch the demo
See how Asana connects companies at scale.
Speak with a sales rep
Learn how Asana helps teams collaborate seamlessly.
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