This CRM Review examines SmartSheet.
In-Depth CRM Review
10500 NE 8th Street
Bellevue, WA 98004-4357
CRM Category: Sales Management Support – Cloud
Sub-Category: Opportunity Management
Seats: Small Enterprise
About the Company:
Smartsheet.com, a leading Software as a Service (SaaS) company, offers an enterprise-ready cloud app for project management and collaboration. The award-winning tool is trusted by more than 20,000 subscribing organizations in over 100 countries.
Regarded for its online project management, collaboration, and file sharing features, Smartsheet’s intuitive spreadsheet-like app is used broadly to track and manage diverse types of work including: team projects and task lists, customer information, sales pipelines, event schedules, and business processes.
Customers can access their accounts online via www.smartsheet.com or through integrations with leading web services. Smartsheet is a top rated online project management solution for Google Apps, Salesforce, and is also integrated with Box and VMWare’s Zimbra Collaboration Suite.
Since 2006, Smartsheet’s proven track record for ease of use, security, and system availability have made it a compelling choice for thousands of organizations. Customers include small and medium businesses, divisions of Fortune 500 companies, and academic institutions, as well as local and federal government agencies.
The management team is composed of experienced business leaders with a track record of building innovative, easy to use business software.
The company’s headquarters are located in Bellevue, Washington. Investors include Madrona Venture Group, a leading venture capital firm, whose prior investments include Amazon.com, Isilon Systems, Classmates.com, Farecast and iConclude.
About the Product:
Though SmartSheet is a general purpose project management tool, it works great for tracking sales opportunities.
With Smartsheet, collaboration drives results
Whether you need to share your work with other team members, or simply collaborate on a specific task, Smartsheet makes it easy. You can invite people (both inside and outside your company) to collaborate on your entire project by sharing the entire sheet with them, or simply send them a row with all attachments to get updates.
With Smartsheet, you have the controls and ability to meet any collaboration style and need. By collaborating in support of moving projects and processes forward, your team will be more productive. Imagine having all notes, discussions, files, and information in one centralized location that’s accessible across browsers, devices and operating systems. The result? Real-time collaboration that streamlines communication, empowers teams, and drives collaboration.
A simple, seamless approach to visualizing your projects
Using interactive Gantt chart capabilities in Smartsheet is a great way to visualize your project. You can customize your chart with conditional formatting to highlight team members’ tasks or indicate status levels with different colors. Your team or clients will instantly “get it” and understand the tasks and related dependencies.
Plus, it couldn’t be easier to update with drag-and-drop editing (even if you’ve never used one before!). Smartsheet makes it easy for your team to collaborate in real-time and stay current on project progress. You can update the project, reassign a task, adjust a date and more within a beautiful visual layout.
Visually track your project’s progress
Interactive and easily customizable, Smartsheet’s calendar is accessible to any user. You can easily switch to see your project from the familiar grid format to a Gantt chart or a calendar view–whichever you prefer.
You can also overlay your project dates on your iCal or Google Calendar to get a comprehensive view of all your activities. In addition to updating your project directly from the calendar view, you can export your project, email it to others, or print it. With a variety of options for communicating calendar details with your team, it is easy to track the progress of your project and stay ahead of deadlines.
Smartsheet complements Google Apps at every turn
Smartsheet is seamlessly integrated with Google Drive, which give you the ability to create, update, organize and save your project sheets – and access them from anywhere. It’s collaboration made easy.
Sign in with your Google account info and you’ll instantly be collaborating on project tasks, files, and discussions. You can attach Google Docs, import/export between Google Spreadsheet and Smartsheet, sync your project calendar to your Google Calendar, import contacts, and much more.
If your company uses Google Apps already, Smartsheet is a great fit. Ask your IT Systems Admin to enable Smartsheet from within your company’s Google Apps Account. Smartsheet will then be available–just a click away–inside your Gmail toolbar and inside relevant emails. If your company does not use Google Apps and has ever considered doing so, now is a good time to check it out.
NEW! Smartsheet Now in App Store
Got an iPhone or iPad? Download the Smartsheet app and easily check in on work while away from your desk.
- Fast access to recent sheets and search
- Send updates, add notes, edit existing sheets
- Upload pictures from camera or photo library
- Compatible with iPhone and iPad with iOS 5.0 or later
Engage a virtual workforce with Smartsourcing
With Smartsheet’s Smartsourcing, you can tap a virtual workforce to do research, fill out questionnaires, provide feedback, and more. Integrated with Amazon’s Mechanical Turk and Livework’s crowdsourcing services, you can submit a task to the “crowd” from within Smartsheet.
Not only do you have more control over the price, and therefore the quality of the results, you’ll get information back from the workers quickly. Answers are automatically populated into your sheet. Smartsourcing is a great way to expand your capacity to get work done at an affordable price.
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Rich’s View of SmartSheet:
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If you are considering this program, you should also look at these other CRM solutions:
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O.K., full disclosure, Andy Zoltners was a professor of mine at Northwestern. Sure, I still like the guy. But these are great books. I wish that I had them when I was a sales manager!