Sales

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.

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Pre-sales deal support

Sales

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Post-sales handoff

Sales

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Sales pipeline

Sales

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QBR meeting agenda

Sales

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Meeting agenda

Sales

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Customer feedback

Sales

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Team goals and objectives planning

Sales

Sales teams love Asana

Learn

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.

Read Guide

Join the discussion on how sales teams can use Asana

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

Join Forum

Connect Asana and Salesforce

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

Learn More

Sales and marketing alignment

See how Guru keeps sales and marketing aligned—without more meetings.

Read Case Study

Get sales templates (and more)

Templates are just one way sales teams save time with Asana. Try a free Premium trial to get even more productive.