Smartsheet: Smart Choice?
April 08, 2014

Smartsheet: Smart Choice?

Cameron Tremblay-Adams | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Overall Satisfaction

Smartsheet is offered as a collaborative business software tool for all departments in my organization (1,000+). I'm not sure how widespread its usage is, but it's gaining popularity on our Performance Sales team. On this team, sales reps and account managers work very closely to ensure clients' ad campaigns are set up and executed correctly; sharing updates and data on Smartsheet improves communication in that relationship. Superior alternative to using Google Sheets/Docs.
  • Sharing -- Smartsheet is great at enabling users to email updates and time stamp multiple running 'Discussion' entries (which can be narrowed down by line item)
  • Cross-Sheet Linking -- Link sheets together so that values in one sheet populate or inform cells in a different sheet.
  • Format & Organization -- Contains most standard features you'd expect from word processing software, along with conditional formatting, indenting line items (which can be hidden under their parent lines), and various 'Views' (Grid vs. Calendar vs. Gantt)
  • Templates -- Smartsheet has a wide array of helpful templates to get you started based on what you're trying to accomplish. You can also save and share your own templates
  • Graphs & Charts -- They should incorporate graphing and chart-making features that enhance visualization and insight
  • Exporting -- Smartsheet does enable exporting (and importing) to Excel spreadsheets, but the formulas and formatting often get lost in translation, and the amount of time it takes to readjust and fix the issues dramatically reduce the value of exporting in the first place.
  • Difficult to put a dollar value on it, but one of the greatest ROIs from Smartsheet is vastly improved teammate communication -- avoid redundancy & ambiguity, track conversations more easily, set alerts/reminders, and stay on the same page
The is a slight learning curve to navigate the UI, but if you have a solid base of word processing, spreadsheets, and project timelines then you'll get the hang of the user-friendly interface quickly.
How important is the ease of export to Excel (and accurate transfer of formulas/format)? What type of project/scenario is it (month-long, year-long, recurring, small team, large team, etc.)?