Smartsheet For Salesforce Frequently Asked Questions
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Smartsheet For Salesforce Frequently Asked Questions
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Smartsheet Dashboard Application
What seems like an alternative to an Excel spreadsheet is the tool of choice for many enterprise companies—more than 75 percent of the Fortune 500 and 90 percent of the Fortune 100 use it to plan and manage their projects.
Project managers can use this tool to create schedules, collaborate with stakeholders, manage budgets, and automate tasks. You can also use dashboard templates to create custom workflows and track everything from calendar events to resource availability and task lists.
With additional features like interactive spreadsheets, forms, collaboration tools, and reporting dashboards, Smartsheet is a true project management tool.
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Unlike other project management platforms on the market, Smartsheet gives you unlimited control over workflow and automation. You can change all of them, even individual cells in each table.
At first glance, it looks like a spreadsheet program with a friendly interface. But once you start using it, you’ll realize it’s just a table. It’s almost like a project management tool combined with spreadsheets, CRM, budgeting software, and resource management software.
One thing you’ll quickly learn is that it’s both a curse and a blessing. Smartsheet is fully customizable – you can customize every workflow, spreadsheet, and project funnel.
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This level of customization and control is a downside: a very steep learning curve. It took me a long time to learn how to use Smart Tables and get comfortable working with them beyond the basics of spreadsheets (thanks to my knowledge of Microsoft Excel).
Part of the learning curve is educating yourself on the look and feel of a project management tool. Smartsheet looks and feels like a spreadsheet on the surface, so the interface and workflow aren’t exactly clean and easy to use at first. But once you know your way around the tool, you can use the traditional power of spreadsheets (like formulas) and integrate them into every part of your workflow, from budgets to resource utilization.
This makes Smartsheet an ideal candidate for a test drive. Although it takes a little longer to learn than other tools, once you get comfortable with it, it’s a very versatile tool that’s suitable for small startups to large enterprise corporations.
Wrike Vs Smartsheet Comparison
The center of the solution is the main node of the tool. Here you can access the “core capabilities” of Smartsheet: templates, apps, workflows, and integrations.
You can search and select templates to work with and start creating your automated processes and workflows from the control center. Whenever you use a template or app, it’s automatically added to the dashboard in the Control Center so you can access it easily.
This tool provides a high-level view (hence the name) of your team’s availability and the tasks they’re working on. With this information, you can decide who has room in your schedule to allocate work and new deliverables to keep projects moving smoothly through the pipeline.
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This level of information is invaluable to project managers who need to juggle critical project milestones or be the first in a queue. If you know exactly who is available on your calendar, it’s easier to meet client expectations and deliver projects ahead of schedule without overloading your team’s schedule.
If you know a project you’re working on will need someone with a certain skill set, you can block a space on a team member’s calendar. Once you know exactly what tasks to put on their calendars, all you have to do is draw what needs to be done on your team members’ schedules and add detailed notes to help them get started.
As with other spreadsheets, one of Smartsheet’s biggest strengths is automating data entry and day-to-day tasks.
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Using the workflow tool, you can create custom automations with multiple when/if/then statements that trigger specific actions.
Setting up these workflows takes some time. However, repetitive processes like requesting approvals and sending alerts can be automated once they’re up and running, giving your team time to focus on collaborative processes.
You can use Smartsheet’s built-in templates to customize these or create custom automations from scratch. Some of my favorite automations while writing this review:
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Smartsheet’s built-in performance dashboard is designed to monitor everything from financials to KPIs and portfolio health. Dashboards are widget-based, so they’re easy to monitor and visualize key trends like budget spending and summary reports.
An example of a financial performance model from Smartsheet. You can use this model immediately and track all your finances in real time.
I love this feature because Smartsheet provides you with a dashboard that you can use right out of the box. Within minutes, you can use the dashboard to monitor the following:
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In addition to automatically tracking planned and actual spend, dashboards give you a real-time health check on your business and upcoming project milestones.
One of the most important questions to ask when choosing a project management tool is how easily will it fit into my existing technology stack?
I’m glad Smartsheet ticks that box. It integrates seamlessly with major cloud applications such as Microsoft Office 365, Google G-Suite, DocuSign, Slack, Zapier, Dropbox, OneDrive, Evernote, and Marketo. These integrations are important because they mean you can connect all the tools you already use to Smartsheet without having to switch between them.
It Collaboration Software By Smartsheet
But what stands out to me is that Smartsheet has about 70 custom apps (called connectors) that extend functionality and include things like file libraries or email campaigns.
You scan the Smartsheet app marketplace for connectors to improve your workflow, and when you find one you like, install it with one click and add it to your tech stack.
The best part is that all integrations are designed specifically to work with Smartsheet, so they’ll work perfectly with any workflow or setup you need.
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The live customer support provided by Smartsheet is not the best. If you
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