How to Build a Sales CRM in Asana💰 [A Concise Tutorial] скачать в хорошем качестве

How to Build a Sales CRM in Asana💰 [A Concise Tutorial]

Learn how to create a simple sales CRM in Asana. While Asana isn't purpose-built to be used as a CRM (and lacks some of the more advanced features that CRMs like Pipedrive have), it's a great option if you'd prefer to keep all your work inside one tool, rather than setting up a separate CRM system. I'll show you how to customise your CRM with fields to capture important information, how to automate your next steps using rules and how to report on key sales metrics. 0:00 - Introduction 1:12 - Is Asana a good CRM? 2:24 - Set up a Sales CRM project 4:34 - Set up Fields to store information 8:17 - Sort and filter your prospects 9:51 - Use rules to automate next steps 14:58 - Create a project when you win a deal 16:51 - Reporting on sales metrics 20:36 - Outro Sign up for our FREE video training series: "Asana 101: Introduction to Asana" » https://minorco.com/asana-101/ Want to take full advantage of Asana? Sign up to our Master Asana support program and take Asana to the next level » https://minorco.com/asana Want to chat first? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/asana Request a quote! Purchase your Asana licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/asana-request-a-q... Sign up to my newsletter to get regular tips and videos on how to use Asana better » https://minorco.com/newsletter