Smartsheet CRM: Enhancing Collaboration in Sales

What is Smartsheet CRM?
In today’s competitive business landscape, collaboration is crucial for sales teams to succeed. Efficient collaboration enables teams to share information, streamline processes, and make informed decisions. Smartsheet CRM is a powerful customer relationship management (CRM) tool that combines the collaborative features of Smartsheet with sales-specific functionalities. This article explores the different aspects of Smartsheet CRM and how it enhances collaboration in sales.
Smartsheet CRM Collaboration: Promoting Teamwork and Communication
One of the critical strengths of Smartsheet CRM is its collaboration capabilities. The platform provides a centralized workspace where sales team members can collaborate in real time, fostering teamwork and effective communication. Features like shared workspaces, discussion threads, and activity feeds enable seamless collaboration on sales activities, deals, and customer interactions.
Smartsheet CRM Features
  • Customizable Workspaces: Smartsheet CRM provides customizable workspaces where users can organize and manage their sales-related tasks, projects, and activities. Users can create customized views, dashboards, and reports tailored to their needs, keeping them organized and focused on their sales objectives.
  • Contact and Lead Management: Smartsheet CRM allows users to track and manage contacts and leads efficiently. Users can store and update customer information, track interactions, and monitor lead progress. With a centralized database, sales teams can easily access and collaborate on customer data, ensuring effective lead management and personalized sales engagements.
  • Deal and Opportunity Tracking: Smartsheet CRM enables sales teams to track deals and opportunities throughout the sales pipeline. Users can create deal cards, assign tasks, set milestones, and update progress in real-time. This feature provides visibility into the status of deals, allowing sales managers to monitor performance, identify bottlenecks, and make informed decisions.
  • Sales Forecasting: Smartsheet CRM offers robust sales forecasting capabilities. Users can analyze historical data, track trends, and forecast future sales performance. The platform provides visualizations and reports that enable sales teams to make accurate revenue projections and align their strategies accordingly.
Enhancing Sales Collaboration with Smartsheet CRM
Smartsheet CRM takes collaboration to the next level by offering features that enhance sales collaboration in several ways:

Centralized Data: Smartsheet CRM brings all sales-related data into a single, easily accessible platform. Team members can view and update information in real-time, ensuring everyone can access the latest data, such as customer details, deal progress, and sales forecasts.

Team Alignment: Smartsheet CRM promotes team alignment by providing visibility into team members’ activities, tasks, and deadlines. With shared calendars, task assignments, and notifications, teams can coordinate efforts, avoid duplication of work, and stay on track to achieve sales targets.

Seamless Communication: The platform offers various communication tools, including comments, @mentions, and file attachments. Sales team members can collaborate on specific deals, share insights, and seek input from colleagues, enhancing communication and fostering a collaborative sales culture.

Why choose Smartsheet CRM?
Smartsheet CRM Task Management: Efficiently Managing Sales Activities

Effective task management is crucial for sales teams to stay organized and prioritize their activities. Smartsheet CRM provides robust task management features, allowing teams to create, assign, and track tasks related to sales activities. With deadlines, task dependencies, and progress tracking, sales managers can effectively manage their teams and ensure jobs are timely.

Smartsheet CRM Document Sharing: Collaborating on Sales Materials

Collaboration on sales documents is essential for effective sales processes. Smartsheet CRM enables seamless document sharing, allowing team members to collaborate on sales proposals, contracts, presentations, and other materials. Multiple users can work on the same document simultaneously, ensuring the most up-to-date versions are accessible to all team members.

Smartsheet CRM Workflow Automation: Streamlining Sales Processes

Workflow automation is a crucial feature of Smartsheet CRM that saves time and improves efficiency. Users can automate repetitive tasks, such as lead assignments, deal tracking, and follow-ups. By reducing manual work and automating routine processes, sales teams can focus on building relationships and closing deals.

Smartsheet CRM Customer Support: Reliable Assistance and Support

Adequate customer support is crucial when using any software tool. Smartsheet CRM provides comprehensive customer support through various channels, including online resources, user forums, and direct contact with their support team. Users can access guidance, best practices, and troubleshooting assistance, ensuring they can make the most of the platform’s features.

Smartsheet CRM offers flexible pricing options to accommodate the needs and budgets of different businesses. The pricing structure includes various plans with other features and capabilities. Here is a detailed breakdown of Smartsheet CRM pricing:

Individual Plan:

  • Cost: $14 per user per month (billed annually)
  • Ideal for individual users or small teams
  • Primary features include collaboration, project tracking, and templates
  • Limited functionality compared to higher-tier plans

Business Plan:

  • Cost: $25 per user per month (billed annually)
  • Designed for small to medium-sized businesses
  • Offers advanced features like resource management, automated workflows, and reporting
  • Includes integrations with popular business tools
  • Provides enhanced collaboration capabilities for team-based work

Enterprise Plan:

  • Custom pricing based on business requirements
  • Tailored for larger organizations with complex needs
  • Includes all features from the Business Plan
  • Offers additional enterprise-level features, such as single sign-on (SSO), premium support, and dedicated account management
  • Provides advanced security and administration controls


Smartsheet also offers a free trial period for users to test the platform and assess its suitability for their needs. The free trial typically lasts for a limited period, allowing users to explore the features and functionalities before making a purchase decision.

Overall, Smartsheet CRM provides flexible pricing options that cater to businesses’ varying needs, whether small teams or large enterprises. The pricing structure ensures that companies can choose a plan that aligns with their requirements and budget, allowing them to leverage the collaborative and CRM capabilities of Smartsheet CRM effectively.

Smartsheet CRM Integration: Streamlining Workflows with Seamless Integration
  • Email and Calendar Integration: Smartsheet CRM integrates with email clients and calendar applications such as Microsoft Outlook and Google Calendar. This integration lets users sync their email conversations, schedule meetings, and directly track important dates and deadlines within Smartsheet CRM. Users can create tasks, assign them to team members, and receive notifications, ensuring that all sales-related activities are coordinated and accessible from a single platform.
  • Project Management Software Integration: Smartsheet CRM integrates with popular project management tools like Jira, Trello, and Asana. This integration allows users to bridge the gap between sales and project management, ensuring smooth collaboration and communication between sales and project teams. Users can track sales projects, monitor progress, and seamlessly transfer information between Smartsheet CRM and project management platforms.
  • Document Storage and Collaboration: Integration with cloud storage platforms like Google Drive, Dropbox, and Box enables users to attach and share documents within Smartsheet CRM easily. Sales teams can collaborate on sales proposals, contracts, presentations, and other essential documents without needing multiple systems. This integration ensures that the most up-to-date versions of documents are accessible to all team members and eliminates the hassle of switching between different applications.
  • CRM Integration: Smartsheet CRM can integrate with popular platforms like Salesforce, HubSpot, and Microsoft Dynamics. This integration enables seamless data synchronization between Smartsheet CRM and the primary CRM system, ensuring consistency and eliminating the need for manual data entry. Sales teams can access customer data, update lead information, and view deal progress within Smartsheet CRM, providing a comprehensive and unified view of the sales pipeline.
  • Reporting and Analytics Integration: Smartsheet CRM integrates with reporting and analytics tools such as Tableau and Power BI. This integration allows users to generate insightful reports and visualizations based on the sales data stored in Smartsheet CRM. By leveraging these integrations, sales teams can gain valuable insights, identify trends, and make data-driven decisions to optimize their sales strategies.
Smartsheet CRM Reviews
User reviews offer valuable insights into the effectiveness and usability of Smartsheet CRM. Positive reviews highlight the platform’s intuitive interface, customization options, and collaboration features. Users appreciate the ability to adapt the platform to their specific sales processes and the improved visibility it provides in sales activities.
In conclusion, Smartsheet CRM offers powerful collaboration features designed to enhance sales collaboration and improve overall sales performance. With centralized data, seamless communication, flexible pricing options, integration with other tools, positive user reviews, robust task management, document sharing capabilities, workflow automation, and reliable customer support, Smartsheet CRM empowers sales teams to collaborate effectively, streamline processes, and achieve their sales goals. By leveraging the collaborative capabilities of Smartsheet CRM, sales teams can drive productivity, improve decision-making, and ultimately boost their sales success.
AuthorNilesh Tyagi
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