#general

We used Asana when I was doing this at Coupa. It worked pretty well.

Would love to see it <@U0806J8HHHR>!

<@U0806J8HHHR> I'm just starting a new job leading customer stories and the marketing team uses Asana. I've never used Asana so would love to see how you use it. Do you also use to keep all your info on advocates? or just to manage project work?

In progress or published?

For in progress I generally use a spreadsheet or Asana/whatever project management tool the company has.

For published, sales enablement tool + database if they exist. If those tools don’t exist, go somewhere where users already are and build there.

Seconding @Alexie Glover, you want to be where the rest of the team is both for the pipeline (we used Asana, LOVED IT), and the published assets (we used SharePoint and Showpad - was fighting for us to have a more robust DAM to help make them easier to find internally)

There are good and bad ways to use Asana. Your system should also be designed considering the size of the team and who is responsible for what.

I use Asana for case study tracking. I attached a screenshot view of the sections I set up for our project.

I use automation and rules HEAVILY to create subtasks and due dates. I also use the dashboard view to keep stakeholders up to date on progress. (see attached screenshots). When a case study moves to the next stage, it automatically creates the associated subtasks, assigns them, and sets due dates. It also triggers a message in a Slack channel that anyone in the company can join to receive updates on case studies that progress to the next stage.

I also use Asana AI to create weekly and monthly stakeholder updates on case studies. I turn the monthly updates into Loom videos and share in the Slack channels for case studies and marketing.

Wow @Emily Coleman! I'm new to Asana completely so have no idea the capabilities within it, so this is really good to know.

<@U0806J8HHHR> has a great project tracker, too.

Two Questions:
• do you keep the information you have on individual advocates here, too? Or do you have it stored somewhere else? or do you just work in projects like this for all your data?
• Somewhat related: where do you track if you're not doing a case study with the customer, but maybe something else? do you track here? or in another project tracker that has a different process?

<@U0806J8HHHR> that's a cool way of organizing sections, too. One of the good things about Asana is that you can customize it based on what you're looking to track.

@Wynn Tanner I have a separate project set up for other customer advocacy activities that aren't case studies. The reason why is because my setup is meant for tasks that follow the outlined process for case studies, and other advocacy asks don't always follow that process.

In the other section, I've separated them out by task type (Analyst/PR, event speaker requests, and other projects). It's still a work in progress, though, and I'm not sure if that's how it's going to stay organized.

@Emily Coleman Thanks, and I'm sure it will be a beautiful process when it gets there.

Do you have any other place you track customer advocate data? like beyond the project itself?

If you mean like reference requests, etc. Right now, not really. It's something we'll probably tackle later this year. I do have a looker dashboard that has customers who opted into case studies/logo rights in their contract, and we use Highspot to host our customer advocacy content, but that's it!