Smartsheet for Sales
Engage Intelligently, Close with Precision, and Crush Every Goal.
Top performing sales organizations are “always on” and “always on-the-go”. They rely on work management tools for insights into their next opportunity and nuances to close each sale.
Integrated with Salesforce
Skilled sales professionals make the impossible look effortless. Part detective, part advisor, and part negotiator, they count on Smartsheet’s work management solutions to stay on top of leads, accelerate productivity, and exceed every quota.
Improve collaboration to produce better content, consolidate resources in one always available platform, and increase visibility to the latest and greatest assets.
Build a strong opportunity pipeline, reduce risks and identify blockers, and refine your sales forecast.
Improve transparency to process and procedure, optimize operations with cross-department collaboration, and accelerate team output.
Joint Close & Service Plans
Increase visibility into status and high-level KPIs, streamline communication with everyone involved, and improve reporting accuracy with real-time updates.
Project Initiation and Handoff
Automate plan initiation, improve relationships between sales and project teams with real-time project updates, and keep opportunities up to date without any additional steps.
Streamline managerial approvals, automate adjustments, and increase collaboration by working in Smartsheet and changes made sync back to Salesforce.
Empowering Sales Leaders to Work Better™
Self-service reports and dashboards provide real-time visibility into resources, status, and performance so you can rapidly align operations to strategy.
Smartsheet gives you complete control to make changes or enforce structure for your collaborative workno coding required.
Smartsheet’s familiar interfaces, designed for how people really work, lead to rapid and broad adoption across your organization.
One Platform, All of Your Work.
From big picture progress to detailed execution, Smartsheet helps sales professionals focus on what matters most.
- Executive View
- Team View
Tools and Resources
Report: Forrester Wave
Forrester names Smartsheet as a Leader in The Forrester Wave™: Enterprise Collaborative Work Management, Q4 2016 Report.
E-book: Automate Collaboration with Salesforce & Smartsheet
Learn five ways to automate collaboration between your sales team and everyone else, with Salesforce and Smartsheet.
Contact Smartsheet, Today.
Let’s talk about how we can help your business work better.