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From quarterly planning to building a pipeline, our sales and customer success templates help you plan and manage the work to provide customers and prospects a seamless experience.
Company goals and objectives
New hire checklist for managers
Pre-sales deal support
QBR meeting agenda
Team goals and objectives planning
Curious how sales teams like yours use Asana? Check out ourbest practices, tutorials, and customer stories for sales teams.
Keep track of your accounts
See your accounts at a glance and track to-dos to keep them on track with our guide.
Join the discussion on how sales teams can use Asana
Connect with other sales teams using Asana and start your own conversations.
Connect Asana and Salesforce
Improve your sales process and maintain relationships by using Asana and Salesforce together.
Sales and marketing alignment
See how Guru keeps sales and marketing aligned—without more meetings.
Prefer to watch something? Tune in to our video resources.
How to Asana: Save time with templates
See templates in action! Learn how to use Asana templates, or turn projects into custom templates.
Templates are just one way sales teams save time with Asana. Try a free Premium trial to get even more productive.