Account Management in Asana

[Emily_Roman]

Hi @anon48419096, thanks for reaching out!

I suggest you to check this announcement with more details about how to use Asana for Sales and Account Management:

@Marie

Asana for Sales:

The best sales organizations approach selling like a team sport. They expertly coordinate the resources of multiple functions to ensure everyone is aligned on goals and processes to move deals through the funnel. But when it comes to orchestrating handoffs and driving cross-functional accountability, many teams fall short—resulting in lost deals or delayed deployments.

Now with Asana for Sales and Account Management , teams can easily communicate, collaborate, and deliver on customer expectations to close bigger deals and build stronger customer relationships.

Here’s how your sales and account management teams can use Asana to create winning customer experiences:

• Break down team silos and automate handoffs between sales and account management to quickly action customer requests with our new Salesforce integration .
• Collaborate on sales territory and account plans with Portfolios .
• Automatically kick off customer onboarding with Templates and Rules .
• Centralize customer data and keep important account information front and center with Custom Fields.

Learn more about Asana for Sales and Account Management here .

I hope this helps!