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Asana for Sales and Account Management teams

In This Article

Asana provides a centralized platform to plan, track, and execute work across the customer lifecycle, addressing these challenges and streamlining operations.

This article will guide you through setting up and using Asana for Sales and Account Management.

Set up a project for your accounts

Account managers can use Asana to keep all client information in one place. By creating a dedicated project for each client, team members can track deliverables, log meeting notes, and store key documents

Begin by creating a project for Account Management:

  1. Click the + Create button and select Blank project or choose a template.

  2. Set up custom fields for key customer details such as account status, renewal dates, and priority levels.

  3. Create sections for different stages of the customer lifecycle, such as; Onboarding, Active accounts, Renewals, and At-risk accounts.

Integrate Asana with Salesforce

Integrating Asana with Salesforce provides sales and account management teams a powerful way to bridge task management with customer data. This integration helps teams streamline workflows, track customer journeys, and ensure smoother collaboration between sales and post-sales functions.

Salesforce integration

Sales teams can automatically trigger workflows in Asana based on actions in Salesforce and automate the creation of tasks and projects based on opportunity stage. You can create a project based on a template and create tasks automatically with information from salesforce. For example, when an opportunity reaches a certain stage in Salesforce, it can create tasks for follow-ups or a project for a specific team.

Learn more about how to integrate Asana and Salesforce

Standardize processes

Sales teams often follow structured playbooks or standard processes for customer outreach and engagement. Asana allows you to create custom templates for these workflows, ensuring consistent execution.

If you have customer playbooks or sales motions that you repeat often, create custom templates to save time and ensure smooth handoffs.

Start with our sales project templates or customer success project templates to save time and get tips for organizing your own custom templates.

If you don’t use a CRM tool, you can try our account tracking template.

Asana and email

Make sure important customer details and action items don’t get lost in email. Asana's integration with email allows you to streamline their workflows by converting emails into tasks, enabling you to track work in one place. With tools like the Asana for Gmail or Outlook add-ons, you can create tasks directly from you email inbox.

gmail add-on logo

Learn more about the Gmail and Outlook integrations to directly turn email conversations into tasks and comments in Asana.

Customer onboarding projects

Customer onboarding is a critical time for your team to deliver value fast. One of the best ways to do that is by setting up a customer onboarding project.

  • Create an onboarding template that outlines all the steps necessary for onboarding new customers, from account setup to product training sessions. With the Salesforce integration, you can automatically generate a customer onboarding project from a template in Asana when a Salesforce opportunity moves to closed-won.
  • Create a meeting agenda section in your project so you can add and share topics you want to discuss at your next meeting.
  • Use Asana’s mobile app to capture any quick to-dos as tasks in the onboarding project, notes, or pull up relevant work during on-sites or meetings.

Customer feedback projects

As your customer relationships deepen, you might receive relevant feedback to help you make improvements, squash bugs and plan a roadmap with more customer-driven insights. Here’s what that can look like in Asana:

Customer feedback project

  • Create a form to make it easy for customers to report feedback. Once submitted, the form will turn into a task in the feedback project so you can take action.
  • Track feedback uniformly and spot trends with custom fields and sorting. For example you could create a field to track the number of customers reporting the same feedback or a dropdown field for “positive,” “neutral,” or “negative” feedback.
  • If feedback needs immediate action, assign the task and give it a due date. The task will have all the necessary context for the assignee so they can resolve it faster.
  • Share the project with cross-functional stakeholders across your organization. By inviting someone from your Product team, for example, they can include customer insights in their planning process. You could also track this by creating a custom field indicating which team the feedback might be relevant for.

By using these features effectively, sales and account management teams can boost productivity, maintain better client relationships, and close deals with greater efficiency.

 

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How to use Asana for sales | Asana Help Center