Connected revenue. Handoffs without gaps.
Marketing, Sales and CS working in the same process, with visible SLAs, forecasts and ownership.
Revenue slips away when each team sees only its own stage.
Weak handoffs, conflicting status updates and inconsistent processes hide bottlenecks between demand generation, conversion and expansion.
Lost handoffs
Marketing, Sales and CS pass context through parallel channels.
Uneven processes
Each segment follows a different operation that is difficult to measure.
Blind operational forecasting
Leaders see the CRM, but not the work that drives revenue.
Disconnected tools
Duplicate updates create conflicting versions of status.
CRM as the record. Asana as the revenue operation.
TaskWork defines each system’s role and connects the work between acquisition, conversion and retention.
RevOps, Marketing, Sales and Customer Success leaders.
Each team keeps its responsibilities and shares the context needed for the next handoff.
Handoffs with SLAs
Clear transitions between teams and stages.
Operational pipeline
A portfolio of the work that drives revenue.
A defined CRM role
Integration without replicating unnecessary data.
Connected goals
Execution linked to acquisition, conversion and expansion.
From signals of interest to account expansion.
The workflow coordinates transitions that the CRM alone does not execute.
Signal
Demand arrives with its source and context.
Qualification
Criteria and the next owner are explicit.
Handoff
SLAs and information accompany the handoff.
Expansion
Post-sales activity feeds the next opportunity.
AI to prepare handoffs, not invent forecasts.
Intelligence in the workflow
AI Studio summarizes context, suggests routing and flags risks. Metrics and decisions remain grounded in official systems.
Consolidated context
The next team receives the history and expected action.
SLA at risk
Stalled transitions become visible before they turn into losses.
What changes in practice.
Complete handoffs
Every transition carries context, an owner, a deadline and a next step.
Measurable operations
Volume, time and bottlenecks are visible at each stage.
Predictable revenue
Leaders see the execution that supports the forecast.
The CRM remains the system of record; Asana coordinates execution and collaboration across teams.
Straight answers.
No. The CRM records revenue. Asana coordinates the initiatives, handoffs and cross-functional work that drive revenue forward.
The assessment defines each system’s responsibility before integration. Only the necessary context crosses the workflow.
Yes. Fields, rules and reports track volume, time and exceptions at each handoff.
Explore the system further.
Close the gaps between your revenue teams.
Start by designing handoffs, SLAs, systems and governance.