Smartsheet CRM is a cloud-based customer relationship management (CRM) system that provides businesses with a comprehensive suite of tools to manage their sales, marketing, and customer service operations. Smartsheet CRM is built on the Smartsheet platform, which is known for its flexibility, ease of use, and ability to integrate with other business systems.
Smartsheet CRM offers a wide range of features, including:
- Contact management
- Opportunity tracking
- Lead scoring
- Sales forecasting
- Marketing automation
- Customer service management
- Reporting and analytics
Smartsheet CRM is designed to be easy to use, even for non-technical users. The system is highly customizable, so businesses can tailor it to their specific needs. Smartsheet CRM also offers a wide range of integrations with other business systems, such as ERP, accounting, and marketing automation systems.
Smartsheet CRM
Smartsheet CRM is a cloud-based customer relationship management (CRM) system that provides businesses with a comprehensive suite of tools to manage their sales, marketing, and customer service operations.
- Cloud-based
- Easy to use
- Highly customizable
- Integrates with other business systems
- Affordable
- Scalable
- Secure
- Reliable
Smartsheet CRM is a powerful and affordable CRM solution that can help businesses of all sizes improve their sales, marketing, and customer service operations.
Cloud-based
Smartsheet CRM is a cloud-based CRM system, which means that it is hosted on the internet and can be accessed from anywhere with an internet connection. This has several advantages over on-premise CRM systems, which are hosted on a local server.
One of the biggest advantages of a cloud-based CRM system is that it is much more scalable than an on-premise system. With a cloud-based system, you can easily add or remove users as needed, and you don’t have to worry about running out of storage space. Cloud-based systems are also more reliable than on-premise systems, as they are not subject to power outages or hardware failures.
Another advantage of a cloud-based CRM system is that it is more affordable than an on-premise system. With a cloud-based system, you don’t have to purchase and maintain hardware or software, and you only pay for the users that you need. Cloud-based systems are also typically more flexible than on-premise systems, as they can be easily integrated with other cloud-based applications.
Overall, cloud-based CRM systems offer a number of advantages over on-premise systems, including scalability, reliability, affordability, and flexibility. Smartsheet CRM is a leading cloud-based CRM system that can help businesses of all sizes improve their sales, marketing, and customer service operations.
Easy to use
Smartsheet CRM is designed to be easy to use, even for non-technical users. The system has a simple and intuitive interface that makes it easy to find the information you need and to perform the tasks you need to do.
- Drag-and-drop functionality
Smartsheet CRM uses drag-and-drop functionality to make it easy to create and manage your sales, marketing, and customer service workflows.
- Customizable dashboards
Smartsheet CRM allows you to create customized dashboards that provide you with a real-time view of your key metrics.
- Mobile app
Smartsheet CRM offers a mobile app that allows you to access your CRM data and manage your sales, marketing, and customer service activities on the go.
- Extensive help documentation
Smartsheet CRM provides extensive help documentation and video tutorials to help you get started and to learn how to use the system effectively.
Overall, Smartsheet CRM is a very easy-to-use CRM system that can help businesses of all sizes improve their sales, marketing, and customer service operations.
Highly customizable
Smartsheet CRM is highly customizable, which means that you can tailor the system to meet the specific needs of your business. You can customize the following aspects of Smartsheet CRM:
- Fields and objects
You can create custom fields and objects to track the data that is important to your business.
- Dashboards and reports
You can create custom dashboards and reports to track your key metrics and to visualize your data.
- Workflows and automations
You can create custom workflows and automations to automate your sales, marketing, and customer service processes.
- Integrations
You can integrate Smartsheet CRM with other business systems, such as ERP, accounting, and marketing automation systems.
The ability to customize Smartsheet CRM makes it a very powerful and flexible CRM system that can be used by businesses of all sizes and industries.
Integrates with other business systems
Smartsheet CRM integrates with a wide range of other business systems, including ERP, accounting, and marketing automation systems. This allows you to connect your CRM data with other important business data, and to automate your sales, marketing, and customer service processes.
Some of the benefits of integrating Smartsheet CRM with other business systems include:
- Improved data accuracy and consistency
When your CRM data is integrated with other business systems, you can be sure that your data is accurate and consistent across all of your systems.
- Increased efficiency
By automating your sales, marketing, and customer service processes, you can save time and improve efficiency.
- Better decision-making
When you have all of your business data in one place, you can make better decisions about your sales, marketing, and customer service operations.
Smartsheet CRM offers a variety of pre-built integrations with other business systems. You can also use Smartsheet’s API to create custom integrations with any other system that you need.
Affordable
Smartsheet CRM is an affordable CRM solution for businesses of all sizes. Smartsheet CRM pricing starts at just $14 per user per month, and there are no long-term contracts or hidden fees.
Smartsheet CRM is also very flexible, so you can scale your subscription up or down as needed. This makes Smartsheet CRM a great option for businesses that are growing or that have seasonal fluctuations in their business.
In addition to its affordable pricing, Smartsheet CRM also offers a number of features that can help businesses save money, such as:
- Sales forecasting
Smartsheet CRM can help you forecast your sales, so that you can make better decisions about your sales and marketing activities.
- Lead scoring
Smartsheet CRM can help you score your leads, so that you can focus on the leads that are most likely to convert into customers.
- Marketing automation
Smartsheet CRM can help you automate your marketing campaigns, so that you can save time and improve efficiency.
Overall, Smartsheet CRM is an affordable and powerful CRM solution that can help businesses of all sizes improve their sales, marketing, and customer service operations.
Scalable
Smartsheet CRM is a scalable CRM solution that can grow with your business. Whether you have a small team or a large enterprise, Smartsheet CRM has a plan that is right for you.
- Flexible pricing
Smartsheet CRM offers flexible pricing plans that start at just $14 per user per month. You can scale your subscription up or down as needed, so you only pay for the features that you need.
- Unlimited users
Smartsheet CRM plans offer unlimited users, so you can add as many users as you need without having to worry about additional costs.
- Customizable workflows
Smartsheet CRM allows you to customize your workflows to meet the specific needs of your business. This means that you can automate your sales, marketing, and customer service processes to save time and improve efficiency.
- Integrations with other business systems
Smartsheet CRM integrates with a wide range of other business systems, including ERP, accounting, and marketing automation systems. This allows you to connect your CRM data with other important business data, and to automate your sales, marketing, and customer service processes.
Overall, Smartsheet CRM is a scalable CRM solution that can help businesses of all sizes improve their sales, marketing, and customer service operations.
Secure
Smartsheet CRM is a secure CRM solution that meets the highest security standards. Smartsheet CRM data is encrypted at rest and in transit, and Smartsheet CRM is compliant with a number of security standards, including SOC 2 Type II, ISO 27001, and GDPR.
- Encryption
Smartsheet CRM data is encrypted at rest and in transit using AES-256 encryption. This means that your data is protected from unauthorized access, even if it is intercepted.
- Compliance
Smartsheet CRM is compliant with a number of security standards, including SOC 2 Type II, ISO 27001, and GDPR. This means that Smartsheet CRM has been audited by independent third parties and has been found to meet the highest security standards.
- User permissions
Smartsheet CRM allows you to control user permissions so that only authorized users have access to your CRM data. You can also set up different levels of permissions for different users, so that users only have access to the data that they need to do their jobs.
- Two-factor authentication
Smartsheet CRM supports two-factor authentication, which adds an extra layer of security to your account. With two-factor authentication, you will need to enter a code from your mobile phone in addition to your password when you log in to Smartsheet CRM.
Overall, Smartsheet CRM is a secure CRM solution that meets the highest security standards. You can be confident that your data is safe and secure when you use Smartsheet CRM.
Reliable
Smartsheet CRM is a reliable CRM solution that is designed to be always available and accessible. Smartsheet CRM uses a distributed architecture that is hosted in multiple data centers around the world. This means that your data is always safe and secure, even in the event of a natural disaster or other catastrophic event.
Smartsheet CRM also has a number of features that help to ensure reliability, such as:
- Automatic backups
Smartsheet CRM automatically backs up your data on a regular basis. This means that your data is always safe and secure, even if something happens to your computer or your Smartsheet CRM account.
- Disaster recovery
Smartsheet CRM has a disaster recovery plan in place to ensure that your data is always available, even in the event of a natural disaster or other catastrophic event.
- Uptime guarantee
Smartsheet CRM offers a 99.9% uptime guarantee. This means that you can be confident that Smartsheet CRM will be available when you need it.
Overall, Smartsheet CRM is a reliable CRM solution that is designed to be always available and accessible. You can be confident that your data is safe and secure, and that you will always have access to your CRM data when you need it.
FAQ
Here are some frequently asked questions about Smartsheet CRM:
Question 1: What is Smartsheet CRM?
Answer 1: Smartsheet CRM is a cloud-based customer relationship management (CRM) system that provides businesses with a comprehensive suite of tools to manage their sales, marketing, and customer service operations.
Question 2: How much does Smartsheet CRM cost?
Answer 2: Smartsheet CRM pricing starts at just $14 per user per month, and there are no long-term contracts or hidden fees.
Question 3: Is Smartsheet CRM easy to use?
Answer 3: Yes, Smartsheet CRM is designed to be easy to use, even for non-technical users.
Question 4: Can Smartsheet CRM be customized?
Answer 4: Yes, Smartsheet CRM is highly customizable, so you can tailor the system to meet the specific needs of your business.
Question 5: Does Smartsheet CRM integrate with other business systems?
Answer 5: Yes, Smartsheet CRM integrates with a wide range of other business systems, including ERP, accounting, and marketing automation systems.
Question 6: Is Smartsheet CRM secure?
Answer 6: Yes, Smartsheet CRM is a secure CRM solution that meets the highest security standards.
Question 7: Is Smartsheet CRM reliable?
Answer 7: Yes, Smartsheet CRM is a reliable CRM solution that is designed to be always available and accessible.
If you have any other questions about Smartsheet CRM, please visit the Smartsheet website or contact Smartsheet support.
Now that you know more about Smartsheet CRM, here are a few tips to help you get the most out of the system:
Tips
Here are a few tips to help you get the most out of Smartsheet CRM:
Tip 1: Start with a plan.
Before you start using Smartsheet CRM, take some time to think about your business goals and how you want to use Smartsheet CRM to achieve those goals. This will help you to customize Smartsheet CRM to meet the specific needs of your business.
Tip 2: Use templates.
Smartsheet CRM offers a variety of templates that can help you to get started quickly. These templates include pre-built workflows, reports, and dashboards that you can customize to meet the specific needs of your business.
Tip 3: Integrate with other business systems.
Smartsheet CRM integrates with a wide range of other business systems, including ERP, accounting, and marketing automation systems. This allows you to connect your CRM data with other important business data, and to automate your sales, marketing, and customer service processes.
Tip 4: Get training.
Smartsheet offers a variety of training resources to help you get the most out of Smartsheet CRM. These resources include online courses, webinars, and documentation.
By following these tips, you can get the most out of Smartsheet CRM and improve your sales, marketing, and customer service operations.
Smartsheet CRM is a powerful and affordable CRM solution that can help businesses of all sizes improve their sales, marketing, and customer service operations. By following the tips in this article, you can get the most out of Smartsheet CRM and achieve your business goals.
Conclusion
Smartsheet CRM is a powerful and affordable CRM solution that can help businesses of all sizes improve their sales, marketing, and customer service operations. Smartsheet CRM is cloud-based, easy to use, highly customizable, and integrates with a wide range of other business systems. It is also secure, reliable, and scalable.
If you are looking for a CRM solution that can help you to improve your sales, marketing, and customer service operations, then Smartsheet CRM is a great option. Smartsheet CRM is affordable, easy to use, and can be customized to meet the specific needs of your business.
To learn more about Smartsheet CRM, please visit the Smartsheet website or contact Smartsheet support.