Percolate was a content marketing platform designed to help large brands create content and manage marketing campaigns. The product's capabilities have been integrated into the Seismic platform's digital marketing capabilities, and Percolate is no longer available for sale standalone.
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Smartsheet
Score 8.0 out of 10
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Smartsheet is an online project management and collaboration tool. It includes automated alerts, instantaneous updating and sharing across team members, resource management, nested tasks organized in a hierarchy, a Gantt chart view, exportable and automated reports, and integration with email.
Very useful for the management, planning, and programming of all social networks, as well as marketing campaigns. One of the best tools to make life easier for community managers and automate daily tasks such as content publishing. It is my favorite for managing my clients' networks.
For teams and users who are very familiar with Excel and its mode of operation, Smartsheet will feel like a walkover. If you have a number of users who use Excel or Google Sheets for their personal project management then you will find this tool to be very useful and somewhat familiar.
Teams that may be used to other project management suites or styles would find Smartsheet a bit challenging to adapt to, as formulas and formatting can be challenging to adapt to.
A lot of the features in Percolate are very well built, but only provide the bare minimum as features go. Its editorial calendar for example lacks export/import features and its multimedia repository only supports images. In many ways, Percolate is trying very hard to be too much at the same time.
At the moment, Percolate lacks user level management. We can add users who need to be moderated before posting, but it is for example not possible to add users just for one specific function (like the multimedia database).
Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
Percolate is a great tool for us, because we need the approval process workflows. The training was great when we first signed on, and the interface is very user friendly. We have trained our interns to use it as well with no issues. It makes keeping up with our content calendar a breeze and we can easily see what posts have been approved and which ones are still pending at a quick glance
It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
Rarely has a company shown this much support during implementation. This almost got to the point where it was too much hand holding. Sometimes, social teams just want the keys to the car so they can drive it themselves instead of waiting on someone to drive along with them...
It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
Percolate and Falcon have many similarities and provide many of the same features, however Percolate felt a bit more robust than Falcon, although it does come with a higher price tag to match. Both platforms are excellent for content approval workflows, content scheduling, and community management. Percolate offers additional features such as an Asset Management Library and a section for creative briefs and collaboration with internal teams.
Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
