How to use Asana as a CRM?

Customer Relationship Management (CRM) is an integral part of every business. It is concerned with the strategies, technologies, and practices that companies use to interpret data and customer interactions. CRM basically aims to drive sales growth while assisting in the retention of customers and improving customer relations. This is done by implementing points of contact between the organization and the customers like direct mail, live chat, and website. It also has customer-facing staff who are provided with detailed customer information, concerns, buying preferences, and purchasing history.  All of these can be done with the help of effective CRM software.

What is CRM software?

The most basic CRM software puts all documents and customer information into one CRM database that business owners and managers can easily access and manage. Over time, more features were added to make this kind of tool more efficient and effective. Today, CRM software already has the capability to record customer interactions through phone, chat, or email. More advanced ones have automated processes such as calendars […]

By |2019-11-07T09:27:10-05:00November 7, 2019|

New Features, More Updates in Asana September and October 2019 Release

Asana is an online platform for managing work, projects, and tasks. Teams are able to organize their work using a single platform to plan projects, prioritize tasks, and share details with the rest. It is now easier to track the status and progress of work and meet deadlines. The Asana team was very busy these past two months to provide its users with more tools and improvements. For a powerful reporting and exporting tool for Asana, give our own tool Bridge24 for Asana a try.

Free Templates for All

Early in 2019, Asana launched a new Templates Gallery where users can select from ready-made templates for a particular team. Previously, users in the free plan can only access about 4 templates from the Gallery. Most of the templates are available only to Premium, Business and Enterprise users. This September, templates have become available to everyone, regardless of your plan type. So, templates for an event promotion plan for marketing, daily standup meetings for design teams, or bug tracking […]

By |2019-11-07T08:57:17-05:00November 7, 2019|

How to integrate slack to Trello, Asana and Basecamp?

Communication within a workplace is one of the most important parts of running a business, regardless of its size. It is necessary to make sure that everyone is updated with everything, including new projects, changes, and updates. The good thing about today’s modern world is that there are already numerous ways of doing this, including using modern communication technology. Aside from the usual emails and Microsoft Outlook, there is now software intended for messaging and file sharing like Slack.

What is Slack?

Slack is one of the most popular tools for workplace communication that is described as the one place for files, tools, and messaging. Users can communicate with each other in two ways which are through the channel and through direct message. Talking through the channel works like a group chat which means that everyone on that channel can read all the messages. On the other hand, talking through a direct message is a more private way of communicating directly with a specific person. Membership to a specific […]

By |2019-10-29T10:45:45-04:00October 29, 2019|

Bridge24 vs Asana2Go – Which one is best for reporting in Asana?

The use of cloud-based project management software has become increasingly popular, thanks to the convenience and ease-of-use that these tools provide. Many project management teams have taken advantage of the benefits that using these can bring. In fact, a good number of them vouch for the higher productivity that they have achieved ever since they started using these project management tools. The market today already brims with numerous software of this type and every company and team seems to be able to find one that suits their needs. And among the software that is being used is Asana.

Asana

Asana started in 2008 and was founded by Dustin Moskovitz and Justin Rosenstein as a way to address many business’ methods to coordinate more smoothly. It understands how collaboration becomes increasingly difficult as an organization grows. The most basic function of Asana is to provide a ‘workspace’ where teams can track the progress of their projects. Users can create tasks and assign them to specific members, set due dates, and […]

By |2019-10-29T10:10:55-04:00October 29, 2019|

What is a product roadmap and how to do it in Asana?

Asana has been around since 2008 after it was created by two of software world’s biggest names, Dustin Moskovitz and Justin Rosenstein. With more than 25,000 paying users to date, Asana has been proven to be the leading software for project management. Basically, Asana provides a workspace for teams where they can collaborate for the management of their projects. Users have the power to create tasks and assign them to specific members, as well as set deadlines for the tasks and share documents.

Now, the question is how useful is Asana when it comes to making a product roadmap?

What is a product roadmap?

Every project management team has its own product offerings and creating a roadmap for these is important. A product roadmap is a visual plan that shows how a product is going to meet business objectives. It is the product’s guide, direction, and plan for how to execute a strategy.

On a general note, a product roadmap has the following goals:

  • It should describe the strategy and vision
  • […]

By |2019-10-16T09:01:44-04:00October 16, 2019|

Asana Rolls Out Voice Recognition for iOS and Rules Features

Asana project management software makes it easier for people to be more productive. Every feature can be used to simplify or streamline processes that require more time and effort. Teams are able to communicate and collaborate more effectively. So, work proceeds more smoothly and accurately, allowing team members to do it right the first time. These past weeks, they released new exciting features. They are rolling out a new voice recognition for iOS and a Rules feature for automation. For a powerful reporting and exporting tool for Asana, give our own tool Bridge24 for Asana a try.

Introducing Voice Recognition for iOS

In the last week of September, Asana announced a new voice recognition feature available for the iOS platform. Users can now create a task by recording a voice message. When you use its mobile app, you will see a microphone icon together with the other Asana icons (calendar, image, paperclip, etc.). You can make a dictation, and the VR feature will transcribe it and save it […]

By |2019-10-15T09:52:24-04:00October 15, 2019|

Top 10 Asana integrations for communication

Every project management team needs an effective and efficient tool for managing tasks, making schedules, working within a budget, and planning work. One of the world’s most popular project management software that is being trusted by numerous organizations is Asana. It can be used by teams for planning, sharing, and organizing work, as well as for making to-do lists. It was founded in 2008 by two big names in the industry namely Dustin Moskovitz and Justin Rosenstein. Rosenstein used to work for Google while Moskovitz was one of the members of the original Facebook founder team.

The main purpose of Asana is to improve work management and team collaboration. It provides teams with the tools they need in just one software and is available in free and paid versions. Users of the free version get the basic features useful for searches, archives, and tasks, while those who use the paid version have access to more advanced features such as unlimited […]

By |2019-10-11T09:34:06-04:00October 11, 2019|

Asana Enhancements, New Courses on July and August 2019 Release

Asana work management platform is helping teams around the world to become more efficient and effective. With the right tools, people are completing their tasks in less time. More importantly, they are able to take more work, produce quality output, and feel good about their contribution. This July and August 2019, Asana released enhancements to its Workload feature, now more powerful with effort and capacity functionality. Also, new features and improvements to existing ones, as well as two new marketing courses now available complete the latest release. For a powerful reporting and exporting tool for Asana, give our own tool Bridge24 for Asana a try.

Workload Enhancements

Workload is a new resource management feature in Asana that was introduced in early June of this year. It is a feature available to Business and Enterprise plan customers. With Workload, users get to see a visual snapshot of their team’s capacity, all from a single view. With the latest release, users can now gauge workload more accurately not just with […]

By |2019-10-03T10:29:38-04:00October 3, 2019|

How to Run Effective Meetings in Asana

Meetings are an inherent part of every company. In fact, it would be impossible to run an organization without holding any of these. Meetings are an important step to share information within the company, gathering feedback for activities held, announcing launchings of new projects, and a lot more.

Most meetings are bound to fail, why?

Unfortunately, most meetings are bound to fail and there are a lot of reasons for that. Firstly, the ‘who’ part is never made clear. Yes, meetings consist of a few people that gather around the table with one main speaker. However, for the most part, many of these attendees don’t really have anything much for them in the meeting. Besides, conversations are carried on by just two or three people, including the speaker or host, most of the time.

Secondly, the ‘why’ part is also left vague. A lot of people have been heard leaving a meeting room learning nothing more than when they came in. Oftentimes, facilitators know what they are calling the meeting […]

By |2019-10-01T05:49:13-04:00October 1, 2019|

Asana Introduces New Features in June 2019 Release

Asana is an online project management software for teams. As companies deal with a more fast-paced disruptive business landscape, teams are in need of better tools to help them achieve their projects and objectives. They need tools that are intuitive, effective, and insightful, so that they can spend more time on their real work. This June 2019, Asana introduced several new features, such as Workload to view team capacity, a new Admin Console for managing accounts better, a new course for marketers, and more. For a powerful reporting and exporting tool for Asana, give our own tool Bridge24 for Asana a try.

Workload – View Your Team’s Capacity

Asana provides the right tools to people, so they can propel their projects and their organizations to success. By the same token, it recently launched Workload that allows Business and Enterprise users to have a centralized view of their team’s capacity. Through a visual capacity trendline, it gives them an overview of how each member is assigned across projects. Based […]

By |2019-08-06T13:31:37-04:00August 6, 2019|
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