Asana
Global SEP Deployment and Onboarding
Asana is a leading work management platform helping teams organize, track, and manage their work seamlessly.
Challenge
Asana needed to onboard and unify their AMER, APAC, and EMEA revenue teams - comprising over 250 SDRs, AEs, and CS reps - on Outreach sales engagement platform. Their goal was to accelerate adoption on a single platform and empower their teams to execute strategic campaigns efficiently while minimizing disruptions during the rollout.
Outcomes
- Global Enablement: A phased onboarding plan for 250+ reps across SDR, AE, and CS roles, tailored for each region (AMER, APAC, EMEA).
- Automation and Strategy: Seamless Salesforce-Outreach integration to automate workflows and enable scalable campaign execution.
- User Adoption Support: Developing knowledge bases, FAQs, and tailored video tutorials to streamline learning and foster adoption.
- Deployed Outreach for 250+ users across three major regions
- Reduced strategic campaign launch times by 50%, enabling faster time-to-market for initiatives.
- Provided Outreach documentation tailored to Asana’s specific workflows, ensuring consistent platform usage.
- Built a regional support model to address reps' questions quickly and effectively post engagement
- Empowered sales and CS teams with tools to execute more campaigns in less time.
- Enabled global alignment across AMER, APAC, and EMEA teams, fostering scalable growth.
What Our Clients Say
..with Outbound Funnel guidance we were able to meet our deployment goals and our sales teams strategic campaigns out in half the time we projected!
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