This is the fifth post in our “how Asana uses Asana” series! Our first post describes how Asana’s Marketing Team uses Asana.
How Asana’s Sales Team Uses Asana
Our Sales team pairs Asana with a few tools, including Salesforce, to manage their engagement with current and potential customers. In this post I’ll describe our Sales Project Directory and Sales Inbox. For additional resources, I suggest you visit the following Guide article:
Sales Project Directory
Asana’s Sales team uses a project directory so it’s easy for all team members to access key projects. All tasks contain a link to a project within the task description. In order to avoid duplicate names (where the task name is the same as the project name linked within), the task name will be nearly the same, but slightly different than the referenced project.
Many teams at Asana use an “inbox” format in order to organize and route incoming requests for the team. The Sales Inbox is a project where anyone at Asana can ask a question or file a request for the Sales team. This project is organized by a custom field for timeline. All new requests are automatically filed into the “no label” custom field, and then the project owner adds a custom field for when the request will be addressed.
Let us know if you have questions!