by Stephen Danos
Customer experience and engagement have a tremendous impact on a company’s financial outlook, making these factors front of mind for companies across every industry. Yet customer lifecycle management encompasses more than money.
This process can generate and sustain goodwill and loyalty, help grow a business’s customer base, increase acquisition and retention, and more.
At Smartsheet ENGAGE’18, presenters from Marketo, SAP Ariba, and CAVU Aerospace shared insights into how they use Smartsheet for customer-centric operations to support customer success initiatives. Here’s how they collaborated with and provided real-time visibility to their customers, leading to refined workflows and improved customer experiences.
by Staff Writer
The success of your business depends on your ability to offer clients speed, consistency, and a high level of quality — and to do it again day after day and quarter after quarter. But as more businesses recognize the importance of providing seamless customer experiences across the supply chain, delivering customer satisfaction is no longer a competitive differentiator — it’s a business imperative.
While each customer is unique, there are common tasks and functions involved in managing these vital relationships, whether you work with just a few customers or hundreds of thousands. An ability to implement standard processes to guide each stage of the customer relationship can improve your ability to best serve each individual customer and also help you scale your business.
To help you meet your customers’ needs at every stage, we’ve designed these five templates and template sets to get you up and running in Smartsheet in no time.
by Staff Writer
When it comes to working remotely, 16th-century poet John Donne may have said it best: “No man is an island entire of itself …”
Yet too often, remote workers exist on virtual islands, cut off from the day-to-day rhythm of business and one step removed from the company and team goals. This experience can be isolating for employees— and costly for business.
by Staff Writer
Just because something is ubiquitous doesn’t mean it’s the better way. There are countless examples of products and tools that though popular simply don’t deliver on their promise. And within businesses of all sizes, one of the biggest culprits is spreadsheets.
Though a majority of businesses use spreadsheets in various capacities, these tools are often used by default without anyone giving serious consideration to the benefits or costs they offer compared to other solutions. In the drive to improve efficiency and cost effectiveness that’s slowly starting to change: one report focused on finance and accounting professionals, for example, found that Excel usage for budgeting and planning purposes dropped six percentage points from 2017 to 2018, to 63 percent.
This suggests that many businesses have yet to evaluate the hidden productivity toll and other costs of managing work in spreadsheets. Here are seven ways that using spreadsheets to manage tasks and projects can cost your business.
by Renee Coulombe
In order to help you work more efficiently, Smartsheet has four views that enable you to see and work with your data in different ways. These views help provide project clarity and visibility and let you work using your preferred way to visualize information related to your projects and processes.
Grid view, the standard view you see when setting up your sheets, displays your data in a spreadsheet format. This view is a great place to start when setting up project information and task requirements. However, exploring the three other views in Smartsheet can help you see your data in new ways, quickly visualize timelines, and organize tasks into actionable groups.
Learn how card view, Gantt view, and calendar view enable you to take your sheets to the next level, expand your view, and help you work more effectively:
by Staff Writer
It seems like almost nothing changes faster today than technology. Blink and you’ll see new innovations – as well as new threats. Alongside this tremendous change, we’re witnessing unprecedented demands on IT professionals – everywhere from cybersecurity to platform migrations to the cloud to demand for new and updated hardware that fits the latest market trends. While demand for IT professionals is going through the roof, the talent pool is not necessarily growing at the same speed.
by Imran Khawaja
We all begin our projects with clear goals and intent. You may begin by sitting down, creating your task list, and clearly outlining due dates. But before you know it a task has slipped and the due date has passed. I will admit, this has happened to me more than I would like.
I work as a lead software development engineer at Smartsheet, and when planning a recent release event I was our assigned release captain. As release captain, I am responsible for making sure all work items that are required for a successful product launch are complete. That includes following up with our software developers for bugs that need to be fixed and making sure all changes to the infrastructure are completed prior to launch.
by Staff Writer
A recent study by Deloitte Digital found that nearly half of business leaders say they are currently unable to generate insights from data to help inform real-time decision making. But in today’s competitive business climate, difficulties leveraging data to make faster, better decisions can put organizations at a significant disadvantage, affecting their ability to respond to customer needs, meet regulatory requirements, deliver products to market and a host of other mission-critical objectives.
While the Deloitte study found that 88 percent of businesses report using productivity tools to assist in decision making, many work execution platforms don’t offer the features that best empower the swift, sophisticated decisions enterprise leaders must make on a daily basis. For faster, better decisions, look for a platform with these three key offerings.
by Stephen Danos
Construction professionals need ways to eliminate process friction and unify everyone, from owner to architects to subcontractors, throughout the entire construction project life cycle. After all, delays often mean a construction project will go over budget, which is typically unacceptable.
Also, according to a recent McKinsey analysis of construction technology, cost-cutting technologies have gained significant momentum over the last five years.
The Smartsheet platform helps construction teams save money and time, and stay connected, empowering them to improve collaboration, plan better, and maintain control over repeatable processes, audit trails, and document versioning.
Below are many ways Smartsheet empowers construction professionals throughout the seven phases of construction project management by increasing visibility, centralizing key information, and rapid data collection through mobile-accessible forms.
by Brendan Reed
Today, teams across industries use a variety of ways to view, visualize, and act on information to get work done. Whether they’re creating and managing a portfolio of projects, tracking expenses, or servicing requests, they need to be able to work from anywhere, anytime, on any device — and be able to quickly visualize work in progress.
Inspired by Kanban boards and the Agile Methodology, Smartsheet card view is a highly visual way to prioritize, communicate, and collaborate on work. It makes information and data more approachable so that you always see the big picture, make sure your projects are on track, and identify potential gaps in your plan.
Writers and Bloggers from Smartsheet.