SALES AND ACCOUNT MANAGEMENT TEAMS

Q: Can I get started with Asana for free?

Try Asana for free, no credit card required. Get started with a free Business trial, then follow the on-screen instructions to log in.

Q: How can I get started quickly using Asana for my sales processes?

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.

Q: What third party integrations are available to support our sales teams?

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.

Q: How can sales teams use Asana?

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.

Q: Are there sales-specific templates?

Yes, there are sales-specific templates that include deal stages, account plans, and renewal workflows. For lead tracking, the Salesforce integration is recommended.

Q: Can Asana integrate with CRM systems?

Yes, Asana can integrate with CRM systems including Salesforce, HubSpot, Gmail, Outlook, LinkedIn Sales Navigator, and other tools.

Q: How do we manage client onboarding?

Client onboarding can be managed by using project templates and task checklists to standardize onboarding steps and capture client info.

Q: How can reps prioritize daily tasks?

Sales reps can prioritize daily tasks by using the My Tasks list and Today/Later sections to highlight high-value activities.

Q: Can external partners collaborate?

Yes, external partners can collaborate by being invited as guests with permissions to access specific sales projects.

Supercharge your sales strategy

Easily collaborate with client-facing teams and maximize your sales momentum with Asana.

Google

Microsoft

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 - Keep initiatives on track

[Teams] Sales - Connect tools in one platform

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.

Ставить и достигать целей с помощью Asana (1)

Monitor the status of sales goals, track targets, and get real-time insights, all in one place.

Track key insights

Automate repetitive tasks like sales handoffs, so work moves seamlessly from one team to another—and your team never misses a beat.

Build your workflow

Use 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 progress

Collaborate with distributed teams and centralize information using integrations like Salesforce, Google Workspace, and Microsoft Outlook.

Connect your favorite tools

Build 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.

Sales training made easy

Speed up your onboarding process and train teams more effectively so they can start selling and deliver on business goals.

Standardize your onboarding processes

Shorten the ramp-up time for sales reps by automating the new hire process and standardizing performance tracking materials.

Deliver impactful training

Set your sales team up for success from the start with useful tools and training programs—all in a single platform.

Manage sales enablement

Link training tools, send guidance, keep sales teams aligned when priorities shift.

Размер компании

Средний бизнес

Отрасль

Сфера технологий

Мы хотим углублять взаимодействие с нашими клиентами, сохраняя при этом единый, последовательный подход. И Asana помогает нам в этом. Мы подключаем Asana к Zendesk, Zoom, Slack и нашей собственной платформе, делая её источником достоверной информации, на который мы можем положиться, чтобы выполнять работу и объединять разные команды.

Кевин Вайсс

Вице-президент по работе с клиентами, отдел розничной рекламы, Skai

Read case study

Размер компании

Средний бизнес

Отрасль

Розничная торговля и потребительские товары

The way we use Asana is intended to give everyone the same visibility into every partner. If we sign a company and a year down the road there’s a problem, the furniture buyer can go into Asana and see the history of that partnership. They can see the date they signed, when they went live, their sales contracts, any discussions. When the buyers go to those markets, they have a single source of truth in Asana.

Leslie Killinger

Business Development Manager, Overstock

Read case study

Размер компании

Малый бизнес

Отрасль

Розничная торговля и потребительские товары

With Asana, we know at any time where things stand with each client so we can mitigate issues proactively. This has helped us extend the lifetime value of our customers, which delivers significant incremental value to us.

Eric Page

Co-founder and Partner, Stride

Read case study

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.

Все приложения

Признанный лидер

Лидер в области управления совместной работой три года подряд

Подробнее

Официальный значок премии G2 «100 лучших программных продуктов 2025 года». Эта эмблема отмечает программные решения с наивысшим рейтингом, составленным G2 на основе подлинных, проверенных отзывов пользователей и удовлетворённости клиентов.

Лидер в области управления работой и программного обеспечения для OKR с более чем 12 000 отзывов пользователей

Читать отзывы пользователей

Featured templates

Browse Asana’s ready-made templates, or create your own.

Stride client account management template

Track, maintain, and improve customer relationships with a single system of record for all client-related tasks.

Use template

[Шаблоны] Воронка продаж (изображение карточки)

Sales pipeline template

Track action items, monitor pipeline progress, and keep opportunities moving forward.

Use template

Sales plan template

Expedite the sales planning process by tracking your team’s success metrics, key deadlines, end goals.

Use template

Часто задаваемые вопросы

Can I get started with Asana for free?

What Asana features are most useful for sales teams?

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.

How can I get started quickly using Asana for my sales processes?

What third party integrations are available to support our sales teams?

How can sales teams use Asana?

Are there sales-specific templates?

Can Asana integrate with CRM systems?

How do we manage client onboarding?

How can reps prioritize daily tasks?

Can external partners collaborate?

Преобразуйте свой стиль работы с помощью Asana

Начните пробный период

Попробуйте Asana бесплатно. Данные кредитной карты не требуются.

Начать работу

Смотреть демо

Узнайте, как Asana объединяет компании в больших масштабах.

Просмотр демонстрации

Поговорить с торговым представителем

Узнайте, как Asana помогает командам эффективно взаимодействовать.

Отдел продаж

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

SALES AND ACCOUNT MANAGEMENT TEAMS

Supercharge your sales strategy

Trusted by more than a million teams

Why Asana?

54%

57%

14%

Speed up time to “closed won”

Improve sales productivity

Build and grow pipeline

Connect tools in one platform

Build relationships—and revenue

Sales training made easy

Standardize your onboarding processes

Deliver impactful training

Manage sales enablement

Кевин Вайсс

Your favorite sales tools in one place

Признанный лидер

Featured templates

Stride client account management template

Sales pipeline template

Sales plan template

Часто задаваемые вопросы

What Asana features are most useful for sales teams?

How can I get started quickly using Asana for my sales processes?

What third party integrations are available to support our sales teams?

How can sales teams use Asana?

Are there sales-specific templates?

Can Asana integrate with CRM systems?

How do we manage client onboarding?

How can reps prioritize daily tasks?

Can external partners collaborate?

Преобразуйте свой стиль работы с помощью Asana

Начните пробный период

Смотреть демо

Поговорить с торговым представителем