Pre-sales deal support

Make your sales deal process more efficient by improving accountability and collaboration with this template.

Sales deals can move at any pace, but with scattered information across tools and inefficient handoffs, they certainly won't move quickly. Instead, sales teams can improve the process with our template. The template makes it easy to invite cross-functional stakeholders, track action items, and connect Asana with tools like Salesforce. With a clear process, sales teams can deliver better customer experiences that ultimately close the deal.

Tips for managing sales deal support with our template

  • Follow best practices by saving your own templates. Long checklists in docs or spreadsheets get outdated and are hard to follow. Save your own custom template to make sure no steps get missed.
  • Create seamless handoffs between tools and teams. By connecting Salesforce and Asana, you can automatically kick off project creation when an opportunity opens.
  • Make responsibilities clear with assigned tasks. Assign tasks with due dates so it's clear who's tackling what to move the opportunity forward.

Related resources

  • How Crema manages happy clients with Asana

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  • Connect Asana and Salesforce

    Improve your sales process and maintain relationships by using Asana and Salesforce together.

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  • How to Asana: Email & Slack integrations

    Asana integrates with your favorite business tools like Gmail, Outlook, and Slack, so you can keep everything in one place.

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  • Join the discussion on how sales teams can use Asana

    Connect with other sales teams using Asana and start your own conversations.

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Push your deals past the finish line

The best sales teams manage their sales process more efficiently with Asana. Does yours?