More Than Portfolio Management
Updated April 08, 2015
More Than Portfolio Management
Score 10 out of 10
Vetted Review
Verified User
Software Version
Team
Modules Used
- Human Resources
- Sales
- Inventory
- Forms
Overall Satisfaction with Smartsheet
Smartsheet is the hub we use to centralize all information: property details, client communication, vendor resources and more. With the information consolidated and easily accessible in Smartsheet, Colliers has won more business, improved communication, and created a culture of transparency.
- Colliers’ property managers use the mobile app to snap photos of their sites for accurate record keeping.
- Alerts and reminders automated in their sheets, property managers never have to worry that they may be dropping the ball or missing a site visit – reminders are scheduled well in advance. Now, site visits run like clockwork.
- When we meet with new clients for the first time, Smartsheet is a selling feature for our services.
- Managers have true visibility into the workload of their staff. We’re able to compare portfolios side-by-side and also run reports across sheets and portfolios.
- The ability for more specific notifications per the individuals would be extremely helpful.
- Summary of data which is automated instead of manual creation
- More formula functions are needed in specific situations.
- Smartsheet has made our lives easier
- On top of new business, our internal activities, properties and responsibilities are finally shared across teams and departments
- I’ve seen my colleagues take their first 'relaxing' vacations in years, thanks to Smartsheet.
We have used Excel and Google Docs for the majority of our database management. It is difficult to compare these formats with Smartsheet simply because it is so far advanced from Excel and Google Docs. The visibility and function of having multiple users accessing the same data in real time is worth the cost of the platform.
Using Smartsheet
Smartsheet Implementation
- Implemented in-house
Smartsheet Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - At this time my company has opted for the Team level of support; we are actively considering moving to the Enterprise level for additional features. The support currently available is immediate and knowledgeable.
Yes - Yes, we have worked through bugs to resolution or even a temporary solution. The support staff has kept me in the loop of the status of the issue and how to minimize the impact it has on my work.
YES! I had a time when our system effectively "froze" -- their staff worked diligently in retrieving my data and creating a duplicate of my database within 1 day so that we could be back in business. The team then worked on the "why" this happened so that we wouldn't run into a similar situation.
Using Smartsheet
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Roll up functions of child/parent cells
- Linking data between sheets
- Automatic notifications/alerts
- Adding contacts to the address book
- Summary of large data based on multiple factors
- Viewing large amounts of data on mobile device
Yes - Mobile is getting better with each new version. I still prefer the desk top version but many in my office use the mobile version efficiently.