Glossary>CRM>Smartsheet Crm

Smartsheet Crm

Smartsheet CRM is a collaborative work management tool that helps businesses manage customer relationships and sales processes. It enables teams to track leads, manage customer data, automate workflows, and generate reports, all within a flexible and customizable platform.

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About Smartsheet Crm

Smartsheet CRM was developed as part of the broader Smartsheet platform, which was launched in 2006. It evolved to help businesses manage customer relationships and sales processes more efficiently. The platform aimed to provide a flexible, collaborative tool for tracking leads, managing customer data, and automating workflows.

Strengths of Smartsheet CRM include its flexibility, ease of use, and robust collaboration features. Weaknesses involve limited advanced CRM-specific functionalities compared to dedicated CRM systems. Competitors include Salesforce, HubSpot, and Zoho CRM.

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How to hire a Smartsheet Crm expert

A Smartsheet CRM expert must have skills in data management, workflow automation, and report generation within the Smartsheet platform. Proficiency in using Smartsheet's formulas, templates, and integrations with other tools is essential. Knowledge of API usage for custom solutions is also important.

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