What’s up everyone! So I watched this dudes YT video (The 8 Must-Have Tools for Flawless Customer Success - YouTube) 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 that perhaps I could use Asana for the entire thing?
Has anyone out there used Asana to manage the entire lifecycle of customers from sales to engagement to upsells etc.?
Is there actually a difference between “sales focused” and “experienced focused” CRM software’s or is that just a utility nuance I’m making up in my own head haha
Has anyone directly compared using Asana vs Salesforce or Asana vs Pendo etc on their own? How’d it go? Any big ideas I should be thinking about?
I’m small business owner trying to figure all this stuff out by myself for my non-SaaS business so any knowledge bombs someone can drop on me are very welcome and highly appreciated