One of my first changes that I established at Reclaim Hosting after being hired was moving all of our customer relationship content into Asana. (It was actually one of my first posts, too!) Fast forward a couple of years– I’m now transitioning Reclaim out of Asana and into Suite CRM.
Let me preface this post by saying the following: I love Asana. It has been a great tool to me personally and has been crucial to the inner workings at Reclaim for a while now. I set each university or institution as a “task”, and then separated the accounts into the following “projects”: Current Accounts, Opportunities, & Recycled Accounts. Each task description had the point contact, a link to the initial inquiry support ticket (if we were super organized) & sparse commentary about the account’s who/what/where/when/why. By using tags, assigning users, & setting due dates (i.e. our reminders) the RH team truly squeezed all we could out of the platform.