Smartsheet for Sales Teams
Want to take your sales strategy to the next level? Whether you’re a small business or a Fortune 500 company, Smartsheet is the ultimate sales solution designed to help you reach your goals faster. Learn more about how Smartsheet can transform your sales teams below!
Pipeline Reviews Made Easy
Smartsheet makes sales tracking easy by bringing all your sales info together in one place. No more messy spreadsheets! With Smartsheet, you can see everything at a glance, from how much each deal is worth to when it might close.
Boost Productivity and Save Time
Sales teams often find themselves bogged by manual and time-consuming tasks. Smartsheet automates repetitive actions, saving leaders hundreds of hours a year. Reps can focus on selling thanks to automatic approval and update requests, while managers can rely on a single platform to review and approve deals.
Gain Real-Time Visibility
Tired of delays in reviewing your sales pipeline? Smartsheet shows you everything in real-time, so you can see where deals get stuck.
With user-friendly dashboards, you can quickly see how different regions, teams, and salespeople are doing. This lets you focus on the most important deals, avoid problems, and move resources where they’re needed most.
Smartsheet for Sales Features
Opportunity Tracking:
Task and Follow-Up Management
Task and Follow-Up Management
Sales teams love winning deals! Smartsheet keeps track of every opportunity from start to finish. Assign owners, set goals, and see progress clearly with visual tools like Gantt charts and calendar views.
Task and Follow-Up Management
Task and Follow-Up Management
Task and Follow-Up Management
Forget missed follow-ups. Smartsheet helps schedule calls, send emails, and set reminders so every lead gets the attention it deserves.
Performance Analytics
Task and Follow-Up Management
Performance Analytics
Turn data into decisions. Smartsheet tracks how many leads turn into sales, shows key sales numbers, and helps you make decisions based on real numbers.
Centralized Sales Hub
Real-Time Collaboration
Performance Analytics
Manage leads, track opportunities, and chat with teammates — all in one place. No more scattered information just focused selling.
Real-Time Collaboration
Real-Time Collaboration
Real-Time Collaboration
Smartsheet keeps your team on the same page. Share updates, chat, and attach files instantly.
Customized Workflows
Real-Time Collaboration
Real-Time Collaboration
Every sales team works differently. Smartsheet lets you build custom workflows that match your needs. It works the way you work, not the other way around.
Lead Management
Team Performance Scorecards
Team Performance Scorecards
Great sales start with great leads. Smartsheet helps capture, organize, and prioritize all your leads in one place. Easy-to-use forms and grids make adding info and tracking interactions a breeze.
Team Performance Scorecards
Team Performance Scorecards
Team Performance Scorecards
Create internal competitiveness with team dashboards to see who the top performers are. Track individual and team metrics, recognize achievements, and motivate your sales force by highlighting success stories and areas for improvement.
Certified Smartsheet Solutions Partner
When it comes to implementing Smartsheet, partnering with a certified solutions provider like That Consulting Company can make all the difference. That Consulting Company has a proven track record of helping businesses of all sizes and industries adopt Smartsheet. From understanding how the software can improve your workflow to creating a customized plan and getting everything set up and running, our experts will guide you every step of the way.
Our Certifications
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