More Than Portfolio Management
Updated April 08, 2015

More Than Portfolio Management

Kristin Komassa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
The support staff is quick to respond and I have found they will assist until the issue is resolved.

Smartsheet allows 100% customization per the client -- which does require a single resource in the client's office is necessary to facilitate training and monitoring of the system.

Using Smartsheet

At this point we are increasing our usage of the program and looking for additional ways to integrate it in our daily business. The cost vs. the improvements/benefits we have experienced is so nominal that there is no question on continuing with the platform.

Smartsheet Implementation

Smartsheet Support

Excellent customer service! Quick, effective and seems to be concerned that an issue has arisen which is compromising our workflow.
ProsCons
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

I find this system to be very intuitive and extremely easy to use for those looking for an alternative technology solution to Excel. The learning curve is minimal and the support is outstanding.
ProsCons
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.