Smartsheet
SmartsheetExternal reviews
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Good for some use cases
What do you like best about the product?
The MS Project-like interface is good for former Project users who are on Mac, where Project doesn't exist.
What do you dislike about the product?
The look and feel can be clunky, and the resource management features just aren't very user friendly. Everything feels like a workaround.
What problems is the product solving and how is that benefiting you?
I use SMartsheet for project management and resource management at a training and development agency.
Customer service
What do you like best about the product?
The workflow it allows tracking and managing off.
What do you dislike about the product?
The product itself is very good but engagement from Guideline promoting the enhancements or functionality is limited or general check in's.
What problems is the product solving and how is that benefiting you?
Transparency, delivering of projects on time, collaboration, visualizing data (Reporting)
Smartsheet review for a small company
What do you like best about the product?
The customizable options are great. You can create reports, forms, or dashboards based on the specific needs of a company.
What do you dislike about the product?
It takes time to learn. It took me six years to fully understand how to make the most of Smartsheet. The formulas can be tricky, and I do wish it had some of the same formatting capabilities as Excel, like merging cells.
What problems is the product solving and how is that benefiting you?
I'm able to look at all of the ongoing projects at once and build reports for different parts of the company i.e. project management, finance, strategy, etc.
Democratisation of data
What do you like best about the product?
it is easier to collaborate with remote teams and onsite teams with multi-functional roles.
The version control is much better than traditional files
Easier to take followup on the pending items with pilot
The version control is much better than traditional files
Easier to take followup on the pending items with pilot
What do you dislike about the product?
We need to download attached files with supporting documents like pdf and images for drawings and layouts every time .
More offline features and mobile friendly User interface will be welcomed
More offline features and mobile friendly User interface will be welcomed
What problems is the product solving and how is that benefiting you?
We can collaborate on a single with multiple departments with worrying about loosing track of work progress or the version of the file
I used smartsheet as a project user.
What do you like best about the product?
its behave like excel so easy to use. customer can also use it easily.
What do you dislike about the product?
formulas are hard to built and hard to debug issues.
What problems is the product solving and how is that benefiting you?
its easy to collaborate, create a project plan , its more or less similar to excel but with additional features.
Quite useful for planning within a company
What do you like best about the product?
being able to pull through reports to see an overview of people's workloads. Fairly easy to use a simple sheet
What do you dislike about the product?
Hasn't integrated that well into the whole company, would like it to be more collaborative/enticing.
What problems is the product solving and how is that benefiting you?
easy overview of everyone's workflow
Created a lead intake spreadsheet for volunteer registration
What do you like best about the product?
The email reminders for follow-ups through Smartsheet.
What do you dislike about the product?
It is difficult to copy and paste data into other documents.
What problems is the product solving and how is that benefiting you?
Creating a lead intake workflow involves several steps to ensure that potential leads are captured, processed, and followed up efficiently. Here is a general outline of how to create a lead intake workflow:
1. **Identify Lead Sources**: Determine where your leads are coming from, such as online forms, phone calls, emails, social media, or events.
2. **Design Lead Capture Forms**: Create forms that capture essential information from leads, such as name, contact details, and specific interests or needs.
3. **Set Up a Lead Management System**: Use a CRM (Customer Relationship Management) system to organize and track leads. Ensure it integrates with your lead capture forms.
4. **Define Lead Qualification Criteria**: Establish criteria to qualify leads based on factors like budget, authority, need, and timeline (BANT).
5. **Automate Lead Assignment**: Set up rules to automatically assign leads to the appropriate sales representatives based on criteria such as location, product interest, or lead score.
6. **Develop a Follow-Up Process**: Create a standardized process for following up with leads, including timelines and communication methods (e.g., email, phone calls).
7. **Train Your Team**: Ensure your sales and marketing teams are trained on the lead intake process and understand their roles.
8. **Monitor and Optimize**: Regularly review the workflow to identify bottlenecks or areas for improvement. Use analytics to track the effectiveness of your lead intake process.
By following these steps, you can create an efficient lead intake workflow that helps convert potential leads into customers.
1. **Identify Lead Sources**: Determine where your leads are coming from, such as online forms, phone calls, emails, social media, or events.
2. **Design Lead Capture Forms**: Create forms that capture essential information from leads, such as name, contact details, and specific interests or needs.
3. **Set Up a Lead Management System**: Use a CRM (Customer Relationship Management) system to organize and track leads. Ensure it integrates with your lead capture forms.
4. **Define Lead Qualification Criteria**: Establish criteria to qualify leads based on factors like budget, authority, need, and timeline (BANT).
5. **Automate Lead Assignment**: Set up rules to automatically assign leads to the appropriate sales representatives based on criteria such as location, product interest, or lead score.
6. **Develop a Follow-Up Process**: Create a standardized process for following up with leads, including timelines and communication methods (e.g., email, phone calls).
7. **Train Your Team**: Ensure your sales and marketing teams are trained on the lead intake process and understand their roles.
8. **Monitor and Optimize**: Regularly review the workflow to identify bottlenecks or areas for improvement. Use analytics to track the effectiveness of your lead intake process.
By following these steps, you can create an efficient lead intake workflow that helps convert potential leads into customers.
It has been good for most needs, but is very clunky
What do you like best about the product?
I like the automation piece, but it could use more automation options
What do you dislike about the product?
The dashboard building is very clunky, and not user friendly.
What problems is the product solving and how is that benefiting you?
Smartsheet helps my project management organization
Smartsheet is easy to use, leverage, and grow with as our programs grow.
What do you like best about the product?
The options to create dashboards and reporting off of a main program plan.
What do you dislike about the product?
The changing cost model does not provide pricing changes in dollar amounts. It is unclear what the new costs will be.
What problems is the product solving and how is that benefiting you?
A cohesive project plan for multiple projects that allows us to dashboard for reporting needs
Smartsheet review
What do you like best about the product?
Organizing plans and to do lists. Being able to share with other colleagues.
What do you dislike about the product?
Working and creating dashboards. The setup is easy of listing out projects and timelines but building the dashboards is hard. wish there was an AI feature that would just do it.
What problems is the product solving and how is that benefiting you?
Setting up GOST updates and timelines. Sharing with others for updates on project and task completion.
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