Pipedrive
Asana
en 
Implementing a Project Management System with Asana
We help build an effective collaboration system for teams, empowering your company to achieve its goals.
What is Asana?
Why Asana?
Increase in employee satisfaction
Faster task execution
Increase in on-time task completion
Reduction in time spent on administrative tasks
How Asana Works
Increase team efficiency
- Identify bottlenecks and distribute work using Workload
- Optimize projects with Timeline, Board, and List views
- Manage teams through messaging, comments, and unique views
Automate processes
- Systematize input data with Workflow Builder and Forms
- Minimize manual work with automation rules, including task assignments and status updates
- Automate work in one place with 200+ integrations
Get real-time information
- Track team progress without manual work
- Create custom visualizations with fields and charts
- Save time on reporting with a powerful library of diagram templates
Protect confidential data
- Secure data with two-factor authentication, SSO, and SAML 2.0
- Maintain compliance with requirements and data governance through data export, data deletion, E2E encryption, on-site backup, and corporate key management (EKM)
Manage access rights and settings
- Manage access rights, privacy settings, security requirements, etc., from the central administrator panel
- Use SCIM to easily manage access, granting and restricting rights to users and groups
Set goals and manage configuration processes
- Configure your organization and encourage responsibility through Goals
- Track all your team’s projects in one view with Portfolio
- Easily track the status of key projects
Over 250 integrations
Connect Asana to your organization’s tools with open API and built-in integrations.
Asana Licenses with Extra Bonuses
Cashback, free course, and technical support from PEEKSSOT.
Get instant access to our free PDF resource!
Implementation Services
Audit
Business Process AnalysisWe analyze your company’s business processes, examine request channels, outline key sales stages, and create an optimization map.
Configuration
Business AutomationOur business analysts and technical experts configure sales funnels, manage access rights, set up custom fields, reports, and documents, and integrate communication channels.
Training
Useful KnowledgeWe train managers and employees to work with CRM, demonstrating system usage, answering questions, and providing insights into Pipedrive. We also conduct knowledge assessments.
Integrations
Additional ServicesWe connect the Pipedrive portal to existing services, ensuring that information is gathered in one place. We integrate with telephony, messengers, websites, and other systems.
Enhancements
Individual SolutionsWe develop custom functionalities. If Pipedrive’s basic features are insufficient, our business analysts prepare technical specifications, which are then implemented by our development team.
Support
Business Process AnalysisWe provide information and technical support to system users, helping them adapt to Pipedrive. We also answer questions and perform additional configurations.
300+ projects
We are impressed by the competence and technical expertise of Peekssot managers. Concept development and implementation of customization using robots, triggers, and business process chains. Analytics setup that allowed us to identify weaknesses and make appropriate improvements….
Accomplishing assigned tasks with a deep understanding of business needs and setting up email campaigns to inform customers. Smart processes and leveraging automation capabilities using the right triggers….
I am impressed by the expertise of Peekssot specialists and their understanding of customer needs. Thanks to integration with the delivery service of our orders and setting up automation for tracking order statuses, it was possible to automate routine processes and avoid human factor imper…
Peekssot delivered a functional solution, and through their efforts, the client implemented new processes. The team responded quickly to needs, showcasing excellent organization and communication via virtual meetings. Their unique approach impressed the client, resulting in a positive enga…
Peekssot’s work significantly improved the client’s convenience and efficiency in performing tasks, leading to profit growth. The team delivered on time according to the client’s wishes and communicated through virtual meetings. Furthermore, the team’s individual approach and empathy stood…
Peekssot has automated the client’s telephony within the CRM system and the creation process for appealing commercial offers while configuring integration services. The team provides a personalized approach, demonstrates efficiency, and communicates promptly via the CRM system and Zoom mee…
Peekssot successfully integrated all customer communications and implemented all the client’s requirements. As a result, the client could manage and oversee their managers’ performance better and streamline interactions with end clients. Moreover, Peekssot regularly communicated with the c…
Customized analytics provided invaluable data for working with potential clients. After implementing the CRM system, we improved our service. Managers began to work more efficiently and stay focused on working with clients….
Peekssot implemented a CRM system for our mobile accessories retail business. Their team configured the system to provide analytics, automate routine processes, and integrate all customer communications. The managers at Peekssot approached their tasks with great responsibility, successfull…
Peekssot was engaged by a household chemicals company to optimize business processes and sales analytics. The team digitized our internal sales workflows and identified key issues. All tasks were completed on time and according to our requirements. Peekssot’s work significantly improved ou…
Peekssot set up workflows in the CRM for our agricultural solutions company, including telephony integration and product entry cards. They also provided comprehensive CRM training and offer ongoing technical support. Additionally, Peekssot automated our telephony within the CRM system and …
Peekssot implemented a CRM system for a fashion sales company and provided business consulting to optimize internal processes. The team responded promptly to all our needs, delivering a functional solution that enabled us to implement new processes. Their excellent organization, clear comm…
All our questions were answered promptly and thoroughly. Thanks to Peekssot, we significantly improved the quality of our lead processing, organized client information more efficiently, and saw an increase in sales. The team was responsive to our inquiries and maintained excellent communic…
Peekssot’s efforts led to a significant increase in our online sales. The team expertly managed the seamless and successful implementation of the CRM system, demonstrating both efficiency and professionalism throughout the project. They were highly organized, detail-oriented, and dependabl…
Thanks to Peekssot’s efforts, our company significantly optimized its business processes. The team was diligent in adhering to timelines and deliverables, consistently meeting expectations. Internal stakeholders were highly impressed by their professionalism and customer-focused approach….
Working with Peekssot felt like partnering with true professionals. The project was efficiently broken down into several tasks, each successfully executed. Peekssot demonstrated strong organizational skills and responded promptly to all our needs. Their professionalism and ease of collabor…
Peekssot consistently responds promptly to customer requests and implements tasks with impressive speed. Thanks to their efforts, we have significantly shortened our sales transaction cycle and reduced our advertising budget. Additionally, we have seen a 20% increase in orders and a 10% ri…
Frequently Asked Questions
Asana is a business platform designed to simplify workflow organization and boost productivity. Your team can manage projects, create tasks, and communicate directly within Asana. Reports help track progress and set deadlines more accurately.
First, we conduct a pre-project survey to assess your company’s needs by communicating with employees and management. Based on the information gathered, we develop an implementation plan that includes roles, responsibilities, and a training schedule, which is then approved by the customer. We provide training on Asana basics, platform functionality, and best practices, followed by a knowledge test and a Q&A session.
The implementation cost depends on the number of users, workload, and your company’s specific needs. For example, the ‘Asana Basic User Course,’ conducted online with a PEEKSSOT consultant and consisting of three sessions with homework, costs 100 USD.
For instance, the Asana Basic User Course, consisting of three online sessions with a PEEKSSOT consultant and homework, takes one week to complete. Depending on the number of users and the complexity of your workflows, Asana implementation can take anywhere from a few weeks to a few months.
We actively support Asana users by providing training and integrations with other services. Unlike the standard support offered by the vendor, our support is available through convenient communication channels: phone, messengers, Zoom, Google Meet, and email.
Get a Free Presentation
of the Ideal Sales System
Fill out the form or contact our team, and we’ll demonstrate how CRM works within our company while showcasing successful case studies.
