Asana & CRM

[LEGGO]

@Tom_Gavazzi in case you missed it, I provided some direction to your question above on a separate post:

@LEGGO

In order to maintain a level of consistency across account and contact names, you might have to get creative with this. Personally, this is how I manage account and contacts.

• Each account has its own project (within the team that owns that territory)
• Each stakeholder (contact) is a task listed under a “Stakeholder” Section within the account project they belong to
• @mention Reporting is setup to track where stakeholders are mentioned within descriptions/comments throughout Asana - see The Power of @mention & Advanced Reports combined for details.
• A Portfolio is setup for each territory and each account project within this territory is added to the Portfolio
• Custom Fields are setup to designate who the internal stakeholders (Sales, PM, Marketing, etc) that is responsible for this account as they aren’t always geographically assigned
• Use the Google Sheet Integration to pull all the Account Projects into a system that I can link to other internal/external tools for data integrity checks (do I have all accounts/contacts noted, for example)

Hope this is helpful. If you have more specific questions on this setup, don’t hesitate to ask here or PM me. Many of the other features (Timeline, Progress, Dashboard, etc) are used to keep people informed and the data current. Since I primarily manage this dataset currently we haven’t really leveraged Forms but I could see that as valuable if such was delegated.