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Asana

CASE STUDY
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Global SEP Deployment and Onboarding

Challenge

Asana is a leading work management platform helping teams organize, track, and manage their work seamlessly.

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.

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Our Solution

Outbound Funnel provided comprehensive Professional Services focusing on:
1
Global Enablement
A phased onboarding plan for 250+ reps across SDR, AE, and CS roles, tailored for each region (AMER, APAC, EMEA).
2
Automation and Strategy
Seamless Salesforce-Outreach integration to automate workflows and enable scalable campaign execution.
3
User Adoption Support
Developing knowledge bases, FAQs, and tailored video tutorials to streamline learning and foster adoption.
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Outcomes

Productivity

  • Deployed Outreach for 250+ users across three major regions
  • Reduced strategic campaign launch times by 50%, enabling faster time-to-market for initiatives.

Growth

  • 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.

Predictability

  • 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

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!
    VP Sales Operations, Asana

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