Silverback — Arlington, VA

Silverback Strategies wanted to improve their Sales and Marketing Services workflows in an effort to deliver top-notch work as they continue to grow. We created an integrated Asana workspace focused on strategy, content, advertising, SEO, and analytics processes. Our work is helping streamline the sales-to-services delivery pipeline with greater visibility and a focus on long-term resource planning.

50+

Workflows & Templates

10+

Trainings

7+

Teams

Goals

Enhance client relationship processes by integrating SalesForce with Asana, ensuring data accuracy and cross-team efficiency.

Provide leadership with enhanced visibility into project statuses, team performance, and resource utilization to make informed decisions.

Enable efficient allocation and management of resources across marketing and sales teams to support growth and scalability.

SolutionS

Offered change management support and training to facilitate seamless adoption of Asana across departments.

Helped to integrate SalesForce with Asana to streamline CRM processes, allowing for centralized data management, automated workflows, and improved client engagement.

Introduced methods for tracking effort and time in Asana, allowing teams to forecast workload, allocate resources efficiently, and identify potential bottlenecks.

Results

By integrating SalesForce with custom Asana workflows, we reduced manual data entry, enhanced client relationship tracking, sales efficiency, and cross-departmental transparency.

Our custom Asana workflows enable active resource management with advanced effort and time tracking functionalities.

Through customized workflows, leadership gains comprehensive insights into real-time project progress, empowering scalability and strategic decision-making.

Hire The Collaborative to plan, implement, and improve your systems and workflows ☀️

Our team loves systems and process challenges. We help refine workflows, train you on best practices, and implement new apps. Connect with us to learn more!