Best practices: Using Asana having Customers Dating Administration
During the Asana, we attempt to make a loan application that enables individuals to would higher anything and reduce the amount regarding “really works on works.” Asana is actually versatile and certainly will, thus, satisfy of a lot needs; teams can also be doing their day-after-day to-dos as well as large-peak, long-term requires–every in a single centralized tool.
Asana is far more than simply always easy and you may project government tool; it can be useful particular interior qualities, like bug record, applicant record, and installing water pipes. Once the the launch, we’ve got acquired a number of positive opinions out-of organizations and you will enterprises one believe in Asana because the a compact device to have consumer relationship government (CRM).
While using the Asana to own CRM, customers become the Activity otherwise Project (if you don’t a label). Organizations could keep a record of all the communication–from promoting leads to maintaining relationships which have devoted customers–regarding the cards and you can statements section.
Someone use Asana in most kinds of innovative ways. Several organizations possess advised united states just how much they like playing with Asana as the a portable provider for Customers Dating Government, otherwise CRM. Here is a little on which works best for them.
Creating Asana to have buyers dating administration
According to the client base you run at a beneficial go out, and difficulty of the buyers lifecycle, there have been two ways to build Asana:
One activity each customer
For those who have of a lot people, and one person from your own group always works together an equivalent customers due to their entire lifecycle, it’s sweet to use you to task for every customer. (περισσότερα…)