Functional. Simple. Good for small business admin
March 06, 2015
Functional. Simple. Good for small business admin
Score 6 out of 10
Vetted Review
Verified User
Overall Satisfaction with Smartsheet
We originally chose Smartsheet to help the administrative department. It was implemented to help people with basic computer skills stay on top of contracts, quotations, and customer responses and later used to help the sales team communicate sales calls to management and coordinate next steps. Smartsheet is a very easy to use and understand tool that is similar to an advanced Excel sheet. It works on the same logic and has a familiar layout, with the design being minimal and clean. I would say this is best suited for very small companies where only basic recording and communication capabilities are used, with the primary usage to be personal organization.
Pros
- Minimal, clean design
- Organizing tasks
- Communicating completed and upcoming tasks to sales managers
Cons
- It did not work for generating our type of quotations.
- We desired one-way viewing in areas/ documents that were unavailable.
- Tracking location of usage would be a helpful feature with managing traveling sales reps.
- We could have done the same coordination tasks in Excel but with less design elegance.
- Sales reps resisted adopting software due to time investment in recording their actions.
- It successfully accomplished our main objective of helping those in the admin department with basic computer skills use a digital platform for tracking tasks.
Excel for small companies, Salesforce for larger company budgets, and Smartsheet is on the smaller scale in between
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