From Strategy to Streamlined Handoffs – Introducing Asana for Operations, Sales and Account Management
New Solutions Feature In-Product Innovations and Integrations With Jira Cloud, Microsoft Power BI, Salesforce and Tableau
Asana, a leading work management platform for teams, announced the introduction of Asana for Operations and Asana for Sales and Account Management, two new end-to-end solutions for teams to manage their entire operations and sales workflows. The suite of capabilities is now available on Asana’s Business and Enterprise offerings.
According to the Anatomy of Work Index, an in-depth analysis of how time is spent in the modern office, 83 percent of survey respondents believe their teams aren’t as efficient as they could be due to not having the right processes in place. Furthermore, the report found that the majority of employees’ time (60%) is spent on work coordination, leaving only 13 percent for strategic planning and 27 percent for the skill-based job they were hired to do.
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“Today’s operations and sales teams are spending more time on ‘work about work’ than on the work that actually drives their business forward,” said Alex Hood, head of product at Asana. “Without clear or consistent processes in place, teams end up manually coordinating their work and wading through repetitive requests, duplicated data entry and a complete lack of clarity on who is doing what by when. The result is lost deals, missed deadlines and delayed deployments. Asana for Operations and Asana for Sales and Account Management cuts through the chaos of coordination as the single source of truth for managing an organization’s most critical workflows – resulting in happier, more productive teams.”
Asana for Operations
Across individuals, teams and organizations, Asana for Operations is designed to unlock new levels of efficiency, from planning and tracking team objectives in Portfolios to streamlining work requests with Forms. Whether they’re using Asana’s extensive gallery or creating their own custom templates, operations teams can standardize their most important workflows, including vendor and employee onboarding and management, QBR agendas, and more. In addition, Asana Automation enables operations processes and approval to run efficiently, reducing the manual work of routing new tasks and giving the right team members visibility at the right time.
“Our enterprise survey research shows that improving the workforce productivity and collaboration experience is IT’s top transformation initiative,” said Chris Marsh, Research Director, Workforce Productivity and Collaboration, 451 Research. “This reflects the growing realization that multiple siloed tools and suboptimal or nonexistent workflow processes drastically compromises employees’ ability to execute against their strategic goals. Offerings such as Asana for Operations brings more coherence to critical business processes and reduces friction for employees by integrating with their other key applications. The result is a single platform for workflows which supports better alignment across individuals and teams.”
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Starting today, operations teams can follow work from multiple applications directly from within Asana, reducing the need to switch between applications. Asana for Operations integrates with the everyday essential tools teams rely on most, including Jira Cloud, Microsoft Power BI and Tableau. By connecting to Tableau and to Power BI, customers can run custom reports across all their tools, including Asana data, to inform their strategy. In addition, business teams can stay up-to-date on software development in Jira Cloud without ever having to leave Asana.
Asana for Sales and Account Management
Asana for Sales and Account Management helps teams build stronger relationships with their customers by removing bottlenecks and improving pre-and post-sales handoff processes – turning customer needs into actionable, trackable tasks in Asana.
Including an integration with Salesforce Sales Cloud, Asana for Sales and Account Management breaks down silos in the sales process, ensuring that all team members have the context and clarity needed to respond to customer requests quickly. Leveraging Salesforce extends sales workflows by automatically creating critical tasks and projects in Asana when customers reach key opportunity stages in Salesforce – ensuring an efficient deal cycle.
And delivering amazing customer experiences doesn’t stop with the sales team. With Service Cloud, customers can connect customer service and implementation in Asana for smooth onboarding after a deal closes. In addition, teams can centralize customer data and keep important account information front and center with Custom Fields directly in Asana.