Best Practices for Customer Success Management teams

[Alexis]

Hi @Cameron_Chinatti,

Great question! I suggest you visit this thread about using Asana as a CRM tool

Asana & CRM

Anybody have some robust solutions for using Asana and CRM. I know that templana has Templana, anything is possible with Asana but not sure it looks that good to me. My initial thoughts are to build contacts in a Master List with each contact being a subtask and then build out from there. Have not thought about custom fields enough to think how they would be used. Thoughts welcome

While we previously used Asana as a CRM tool and we still keep some customer information in Asana, we have now transitioned to Salesforce as our primary tool. Our key toolset includes: Asana, Salesforce, and Looker.