営業・CRM(+CMS)とAsanaについて

[Ka_Nishiyama]

英語圏でも、色々と取り上げられてます。

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フォーラムで、

Turn Asana into a CRM !

[TURN ASANA INTO A CRM! Post forum (1)] Do you dream of being able to manage your customer contacts and other data with the same efficiency as managing your tasks and projects on Asana? Then : Learn how to turn Asana into a CRM in our upcoming webinar! We did this webinar in French, it was very popular and generated a lot of engagement. So here we are for the English version ! Asana is a fantastic tool for managing work, but did you know it can also be used as a CRM? If yo…

(with-ido-project-templates)

Using Asana as a CRM

My team is looking into using Asana as a CRM instead of insightly. Does anyone know if Asana has had any problems with having projects containing 1000+ tasks? My idea is that we have a project that houses all of our contacts/inquiries and uses fields to track marketing data. We could then export the project as a CSV right into our data studio. I just want to make sure Asana isn’t going to have a hard time loading/refreshing projects with huge amounts of tasks like that (it already has a tough ti…

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

CRM template

I know there are a lot of paid templates from different people. Does Asana have a free template that I could use as a CRM?

Does Asana have a CRM?

I want to find out if Asana uses CRM or asana is a CRM used for Management.

(Templana to offer a CRM template)

Client database for Asana?

As someone who has used multiple CRMs that included everything but the kitchen sink, I decided to cut costs and try out Asana back in March. It’s been very effective with all the different integrations and connections. As for creating customers, I have a “Client Project” where all my clients reside. Also created different vendor projects and cross index the clients so I can keep track of that information (or issues when they arise actually with vendors like Comcast). I created a standard bus…

How we can organize contacts and accounts?

@Tom_Gavazzi just wanted to advise that currently Custom Fields of the Dropdown type a limited to 50 options. 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…

Using Asana as a CRM vs using dedicated CRM softwares?

What’s up everyone! So I watched this dudes YT video (https://www.youtube.com/watch?v=pwdm6a1FwVM) and in the “Adoption Management” software category he doesn’t mention Salesforce or Asana?? Instead mentions Pendo etc. I’m trying to find an ideal CRM software to management the entire customer lifecycle but the more research I do the more it’s starting to seem like different software’s are better for different sections of said lifecycle like the “pre-customer phase” vs the “customer phase” and th…

Project and Order management, stationary retail

Hello, We are currently looking for a completely new all-encompassing software solution for our company. At the moment we are still working a lot analogue, but now we are definitely reaching our limits and our service for the customer suffers extremely because orders disappear, are unclear or are forgotten. That’s why we now want to digitalize and restructure the whole process. This includes project and order management, a new cash register system, a coherent customer database with CRM etc. . A…