Smartsheet use cases

Smartsheet use cases DEFAULT

Smartsheet integration + automation

Smartsheet integrations couldn’t be easier with the Tray Platform’s robust Smartsheet connector, which connects any services without the need for separate integration tools.

Popular Smartsheet integrations

Business professionals that want to integrate Smartsheet with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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Project Management

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Tray Connector

Triggers

List sheets DDL, Find webhook by URL, Enable webhook, Webhook

Operations

Add image to cell, Add row, Attach URL to row, Attach file to row, Copy rows, Create discussion on row, Get column, Get row, Get sheet, List columns

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth

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Supercharge your team’s collaboration with custom Smartsheet integrations on the low-code Tray Platform. Business users love how easy it is to use our visual, drag-and-drop interface. Now, you can stand up powerful integrations that connect any data source and any cloud application, no IT support required. 

Take your project management to the next level by building custom integrations in minutes. We make it easy for anyone to use our Smartsheet connector to sync any data source, including flat files (such as CSV) and any app in your tech stack, even using data within custom fields.

The Tray Platform doesn’t just create integrations. You can also easily build custom Smartsheet automation to break down communication silos and put your entire team on the same page. Now, you can automate previously time-consuming manual tasks such as approvals, status updates, and project reminders to execute all your deliverables on time and on target.

We give business users across the organization in marketing, sales, IT, product, HR, and many more the power to build custom Smartsheet automation. Our library of native integrations, data helpers, and custom logic operators lets you automate your project management to your exact business needs and specifications.

The Tray Platform can integrate and automate Smartsheet with any of your favorite tools, such as your CRM, helpdesk, work management software, ERP, collaboration tools, and many more. Since our platform integrates applications at the API level, you can easily execute a limitless variety of operations for any tool in your tech stack based on any custom trigger you choose. As a result, you can then connect each operation into custom, multi-step workflows that make your project management faster and more efficient than ever before.

Now, you can deliver any project in any department on time and on budget with automation that unifies important data across all your most important tools. Elevate sale projects by auto-updating follow-up sales activities in real time across the sales cycle. Improve customer support projects and speed up issue resolution by bi-directionally syncing incident tickets across your helpdesk and Smartsheet platform. Scale your project management faster and further with our platform’s custom automation.

As easy as the low-code Tray Platform is to utilize, technical users also rely on us to run heavy-duty data jobs that handle billions of events daily. Also, we’re built on elastic, serverless architecture, so no matter how your data needs change over time, we scale with you.

Need to dynamically sync Smartsheet with your data warehouse to dynamically track changes to important internal databases, such as provisioning employee access to various software tools? Need to kickoff follow-up activities for Smartsheet projects, such as integrated marketing launches, pre-sales requests, onboarding plans, product roadmaps, and more? The Tray Platform can automate any use case, since we also integrate with other tools such as Salesforce, Jira, Slack, NetSuite, Zendesk, ServiceNow, HubSpot, Tableau, DocuSign, Confluence, Power BI, and many others.

We offer enterprise-grade security and that’s why security professionals trust us. Our platform is SOC 2 Type 2-certified and is fully compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.

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Sours: https://tray.io/connectors/smartsheet-integrations

Collaborative Work Management (CWM) applications allow people to work together to achieve common goals and objectives. Gartner Research defines the CWM market as “vendors offering task-driven workspaces to support business users in work planning and execution. They combine task, project, workflow and automation capabilities with conversations, content publishing, reporting, analytics and dashboards.”1 Notably, the use and popularity of these applications have increased dramatically as companies adopt flexible work from home policies. We have seen this phenomenon accelerate even more during the current pandemic.

The leading CWM applications are considered to have a lightweight footprint delivered as platform agnostic, cloud-based solutions. They offer features and functionality that support a wide range of use cases, are relatively easy to use, rely minimally on company resources to operate and maintain, and provide more team collaboration and engagement. This contrasts with targeted solutions geared to relatively narrow business needs that require dedicated resources with specialized skills to implement, administer, maintain and support the user base.

Smartsheet is a software-as-a-service (SaaS) CWM offering. Its core features help teams plan, capture, manage, automate and report on work. Its primary components consist of sheets, reports, dashboards and forms. Sheets can use forms to capture information and teams can manage conversations and add comments. People familiar with Excel will find the sheets layout and functionality very familiar, including the use of formulas. In addition, sheets include workflows to automate actions and tasks. Reports consolidate information while dashboards present information visually.

We have used Smartsheet for our clients and for ourselves to address various use cases, driven by both unique and similar objectives and benefits. In addition, there are important considerations, recommendations and best practices to keep in mind as part of any solution using Smartsheet. A few use cases are presented here.

Sours: https://aspirent.com/getting-started-with-smartsheet-for-collaborative-work-management/
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Smartsheet

The work collaboration platform vendor has dramatically improved finance productivity and customer responsiveness by automating manual order-to-cash processes between Salesforce and NetSuite with Boomi-powered integration.

Business Goals

Founded in 2005, Smartsheet provides a work collaboration platform used by over 78,000 customers across 190 countries, including more than 70 percent of the Fortune 500.

With fast-rising sales volume, Smartsheet needed to automate sales order creation in NetSuite from Salesforce data, a full-time manual task for eight finance team pros. To improve responsiveness and service, the company also wanted to give sales reps visibility into customer accounts.

Integration Challenges

Time-consuming and error-prone manual order-to-cash processes were impacting efficiency and visibility for both finance and sales at Smartsheet. For example, it took sales reps two days to get a customer invoice from finance to address customer inquiries.

Smartsheet also wanted to extend integration to other areas of its business. But custom coding was not considered a viable option — it would be too slow, costly, inflexible and not reusable.

How Boomi Helped

Since deploying Boomi in 2017, Smartsheet has experienced:

  •  Speed of development 2X to 4X faster than custom coding
  •  Reliability and accuracy in business-critical integrations
  •  Flexibility and scale across multiple use cases

Now, the Smartsheet finance team is able to handle twice as many sales orders with no increase in staff. And the Boomi Community’s forums, knowledge base and free training options paired with Boomi’s responsive sales managers make it easy for Smartsheet to work smarter.

Results

Through Salesforce-NetSuite integration, Smartsheet has:

  • Scaled to 2X the sales order volume without increasing finance staff
  • Eliminated a two-day wait time for sales reps to get customer invoices
  • Given sales reps the ability to immediately respond to customer inquiries

Smartsheet is also using Boomi to move data into its own platform to improve transparency and reporting for both business users and IT, dramatically reducing business inquiries to IT.

quoteWe can turn integrations around for the business very, very quickly using Boomi’s low-code configuration. Twice as fast is very conservative — it’s more like three to four times faster. quote

Brett Lemoine, Lead Business Systems Developer, Smartsheet

Sours: https://boomi.com/customer/smartsheet/
SmartSheet; Best Practices

Collaborative Work Management Leader Extends Platform Value and Launches End-to-End Solution for Marketing Professionals

Smartsheet (NYSE: SMAR), the enterprise platform for dynamic work, today unveiled Smartsheet Advance, a new premium capabilities offering to extend the value of the platform and empower customers to more effectively manage work at scale. As the critical missing layer between collaboration tools and traditional systems of record, Smartsheet Advance provides a robust set of enterprise-grade dynamic work capabilities that customers require to drive their business forward with speed and flexibility while also meeting their standards for security and compliance.

"Smartsheet Advance is the culmination of over 15 years of insights and a deep understanding of the enterprise," said Mark Mader, Chief Executive Officer at Smartsheet. "It provides a more effective way for our enterprise customers to deploy Smartsheet’s premium capabilities as their needs advance. Every customer is on a journey, and we are here as guides to help solve current needs, but also, more importantly, help future-proof them for a changing landscape."

Smartsheet Advance reinvents and simplifies how Smartsheet premium capabilities are packaged to make it easier than ever to unlock the full potential of the platform. We’ve placed specific focus on bringing together what customers have told us they need with the features they use the most, enabling them to do more and get more with greater speed, flexibility and protection.

Smartsheet Advance customers will find added value from:

  • Achieving process management at scale through Control Center,

  • Managing secure requests with Dynamic View,

  • Plugging Smartsheet into systems of record like Jira and Salesforce with Data Connections,

  • Creating intelligent workflows to automate business processes across platforms with Bridge,

  • Multi-level security including around-the-clock monitoring, physical security, data encryption, and user authentication, and

  • Adding powerful governance and administration capabilities through Admin Center.

Smartsheet Advance is also designed to work seamlessly with Smartsheet’s resource management and digital asset management offerings that empower customers to deploy skill-based Resource Management through 10,000ft by Smartsheet and manage the full lifecycle of their digital assets with Brandfolder.

Customers can now select from three tiers of Smartsheet Advance—Silver, Gold, and Platinum—to start, scale, and expand more quickly by selecting the optimal offering for their needs:

  • Advance Silver empowers businesses to manage their projects, programs, and processes at full functional scale, with access to a majority of our premium products applicable to a wide range of use cases.

  • Advance Gold adds the power of intelligent workflows and connectors, enabling customers to connect Smartsheet to other systems of record for increased efficiency.

  • Advance Platinum layers in advanced compliance, security, and governance controls for enterprises that need additional levels of control and protection while running their business on Smartsheet.

Another new Smartsheet Advance Solution will extend the power of Smartsheet for modern-day marketers who require custom, unique tools tailored for specific use cases:

  • Available today, Smartsheet for Marketing takes the unifying and familiar power of Smartsheet and adds the resource management, digital asset management and other premium capabilities Smartsheet offers. It is the centralized launchpad for modern campaigns that allows marketing teams to drive personalized customer experiences at scale with agility and flexibility. If nothing else, this past year taught us that marketers, more than anything else, need flexibility. We worked closely with the world’s top marketing organizations like Condé Nast and Peloton and global agencies like Ogilvy and BBDO to study the pain points and friction in their organizations. As a result, we have built the best tools that allow marketers to manage their work end-to-end. Smartsheet is now the only collaborative work management platform solution ready for enterprise-grade deployment in modern marketing organizations.

"Enterprises today require a platform built for their demands, combining scalable collaboration and workflow capabilities with the necessary security and governance to keep business moving forward," said Wayne Kurtzman, Research Director of Social and Collaboration Technologies at IDC. "Smartsheet Advance brings together many of the features that business and IT leaders have been seeking to help them meet the needs of a modern, distributed workforce."

Smartsheet Advance is enterprise-ready, IT endorsed and built to unlock the true power of business: its people. Read more about Smartsheet Advance and the value it can bring to your company here.

About Smartsheet
Smartsheet (NYSE: SMAR) is the enterprise platform for dynamic work. By aligning people and technology so organizations can move faster and drive innovation, Smartsheet enables its millions of users to achieve more. Visit www.smartsheet.com to learn more.

Forward-Looking Statements
This press release contains "forward-looking" statements that are based on our management’s beliefs and assumptions and on information currently available to management. Forward-looking statements include, but are not limited to, statements about Smartsheet’s expectations regarding possible or assumed business strategies, channel and partner strategies, potential growth and innovation opportunities, new products, and potential market opportunities.

Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "believe," "continue," "could," "potential," "remain," "will," "would" or similar expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. These risks include, but are not limited to, risks and uncertainties related to: our ability to achieve future growth and sustain our growth rate, our ability to attract and retain talent, our ability to attract and retain customers (including government customers) and increase sales to our customers, our ability to develop and release new products and services and to scale our platform, our ability to increase adoption of our platform through our self-service model, our ability to maintain and grow our relationships with channel and strategic partners, the highly competitive and rapidly evolving market in which we participate, our ability to identify targets for, execute on, or realize the benefits of, potential acquisitions, and our international expansion strategies. Further information on risks that could cause actual results to differ materially from forecasted results is included in our filings with the US Securities and Exchange Commission (SEC), including our Annual Report on Form 10-K for the fiscal year ended January 31, 2021 filed with the SEC on March 25, 2021. Any forward-looking statements contained in this press release are based on assumptions that we believe to be reasonable as of this date. Except as required by law, we assume no obligation to update these forward-looking statements, or to update the reasons if actual results differ materially from those anticipated in the forward-looking statements.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210603005425/en/

Contacts

Chrissy Vaughn
[email protected]

Sours: https://finance.yahoo.com/news/introducing-smartsheet-advance-offering-built-130000456.html

Cases smartsheet use

Apart from Salesforce, there isn’t a piece of technology that is used more widely at Traction on Demand than Smartsheet. All 230+ employees at Traction, from our receptionist, through to our consultants and every executive in between, collaborate on Smartsheet almost every day.

Smartsheet is a SaaS-based project management and document collaboration tool. Because professional services and consulting form the core of our business, a collaborative project management tool that we could share with our customers and integrate with Salesforce was a huge win for the team.

But apart from the traditional project management piece, we’ve managed to bend Smartsheet to support use cases that range from traditional to "way out there."

To celebrate our second annual Dreamforce partnership with Smartsheet, we thought we’d share some of our most “off the playbook” use cases that make it one of our favourite pieces of technology. Starting with keeping track of lemonade money for a fundraiser as seen on Chatter:

  • Group Buys (Product Order Management) We’re honoured to work with companies who make the best products on the market (Patagonia, Blackberry, MEC, Aritzia and more). We love supporting our customers and often hold group buys for the team (our latest order, and one of our favourites, was with SONOS). It’s not easy to coordinate dozens of orders for several different products for people across North America but Smartsheet’s web forms makes placing your order and submitting them through the retailer simple and fast.Related use cases: ordering and sampling wine; group meal pre-ordering for lunches out; ordering jerseys, hats and more for our numerous sports teams; employee birthday cake preferences.
  • WhistlerHaus Bookings (Rental Property and Travel Management) At Traction, we tend to be an outdoorsy and adventurous group of people. Because of this, we’re fortunate to have a house at our local ski resort – “Whistlerhaus” – that can be booked for team off-sites or weekends away for Tractionites and their families. While it’s an amazing job perk, it also requires a lot of coordination. Our bookings team uses Smartsheet to track schedules, payment, team attendance, cleaning requirements, waiver attachments and more.Related use cases: group travel plans, holiday packing lists, food budget tracking and shared expenses, shared activity lists for tourists/clients/visitors.
  • Party Planning (Event Management) Tractionites truly believe in the idea of “work hard, play hard.” That’s why is makes sense to use Smartsheet for both our work and play. Our events team plans events and parties from Tractionite birthdays (see birthday cake preference use case), to our weekly beer o’clocks, to our annual event TractionForce, which draws 800+ registrants. Whatever the event, we use Smartsheet for budgeting, logistics tracking, vendor list sharing, contractor quote and sponsorship status tracking, attaching contracts and more.

At Traction on Demand, we don’t believe in buying point solutions to solve one problem or use case. We believe in leveraging best of breed technologies already living within our organization and finding innovative and new ways to bend that technology to our processes and requirements.

If you’re attending Dreamforce 2016, I encourage you to stop by Swig Whiskey Bar and meet with our co-host Smartsheet. If you already own Smartsheet, let them and us at Traction help you find more ways to leverage it across your company. If you don’t own Smartsheet yet, you’ll see what you’re missing out on.

Sours: https://www.tractionondemand.com/blog/from-basic-to-boss-creative-smartsheet-use-cases/
Smartsheet Demo [The Only One You Need]

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Smartsheet is a spreadsheet-style project management solution for businesses managing multiple projects with dozens of moving parts at any given time. It helps companies of all shapes and sizes manage workflows and improve collaboration efforts from a single platform. With that said, it’s not beginner-friendly and it doesn’t have the familiar Kanban view and project management style we’ve all come to love. But that doesn’t mean it isn’t a good fit for you and your team. Should you use it? Let’s find out.

Compare Smartsheet to the Best Project Management Software

At its core, Smartsheet is a spreadsheet tool on steroids. It’s a great option if you’re comfortable using spreadsheets to manage your projects but feel limited by traditional spreadsheet software like Google Sheets and Excel.

However, Smartsheet didn’t make it into our top five picks for project management software because it’s not a good fit for most businesses. There’s nothing wrong with it, but its spreadsheet-esque system is challenging to learn. With that said, we don’t hesitate to recommend it to those who prefer databases and spreadsheets over more visual options like Kanban, Gantt, and timeline views. But if visual project management strategies are more up your alley, see all of our top picks.

Smartsheet: The Good and The Bad

Despite not making our top list, Smartsheet has numerous breath-of-fresh-air redeeming qualities for spreadsheet and database fans. If that sounds like you, it may be worth the confusing interface and expensive price tag.

The Good

Team Collaboration Tools: In addition to project management, Smartsheet brands itself as a “dynamic work and collaboration software.” Teams can easily collaborate with file sharing, notes, and tasks, all within a central source of truth. This allows everyone on a team to keep up with the progress of a particular project. Multiple team members can share presentations, images, and PDFs to work on content at the same time, complete with notifications, version control, and a customizable approval process. The entire Smartsheet solution is highly customizable so you can add the collaboration features you need and remove the ones you don’t to keep things as simple as possible.

Powerful Analytics and Reporting: Admins, managers, and users love Smartsheet’s reporting capabilities. The advanced reporting makes it easy to consolidate the most crucial information from multiple sheets into a single report in just a few clicks or taps. In doing so, you can identify trends and potential bottlenecks to continuously improve. You can also publish and share your reports with team members, departments, stakeholders, or anyone else who should be in the loop. You can even use Smartsheet’s activity log to see who is accessing reports and when they’re doing it so you know who’s seen what. One standout feature of Smartsheets reports is that they’re bi-directional—if someone makes a change on the report, it’s updated in real-time back to the attached sheets. And reports update in real-time when someone updates the attached sheets. So, you never have to worry about outdated information again.

Data Security: As an enterprise-grade solution, Smartsheet uses top-of-the-line data protection standards to keep your team, your data, and your business secure with a Fort Knox-style gusto. It offers dozens of security features, including two-factor authentication, single sign-on (SSO), granular user access controls, secure data centers, AES 256-bit at-rest encryption, and more to prevent unauthorized access. Smartsheet is also HIPAA, GDPR, ISO, SOC, ITAR, and FERPA compliant so you can rest easy knowing you don’t have to worry about privacy and security compliance.

Robust Automation Tools: Most project management tools come with basic automation features but Smartsheet outshines most of them with an incredibly comprehensive set of integrations, connectors, intelligent workflows, and automation tools. Despite its power, setting up basic automations takes just a few minutes thanks to Smartsheet’s drag-and-drop automation builder. It uses basic logic, conditional paths, and triggers, allowing you to create even the most advanced workflows you can imagine.

Extended Functionality: If you grow beyond the functionality of basic project management, you can add resource management, digital asset management, portfolio management capabilities as well. With those capabilities come project budgeting, time tracking, advanced reports and analytics, forecasting tools, and more. This includes project portfolio management, project budgeting, time tracking, advanced reporting, and more. However, these features aren’t baked into Smartsheet’s plans—they’re an add-on with an additional price tag. But it’s nice to know that the platform expands to match your needs rather than requiring you to buy yet another tool as you continue to grow your business.

Integrations and Add-Ons: Smartsheet meshes well with tons of third-party apps and cloud tools for business use. Key integrations include Slack, DocuSign, Google Workspace, Microsoft Teams, Outlook, Dropbox, Adobe Creative Cloud, and more. Some plans even support premium integrations, like Salesforce and Jira. You can also use Smartsheet’s growing list of premium add-ons for things like mapping data, reducing operational risk, dynamically refreshing data, and so much more.

The Bad

Confusing For Beginners: Spreadsheets are something that the vast majority of us are familiar with. In theory, Smartsheet shouldn’t have a steep learning curve. Unfortunately, that’s not the case. The interface isn’t very user-friendly, which can make it challenging to chart and analyze data. Unless you’re generating reports, there’s no real easy way to analyze the sheets at-a-glance. You’ll have to manually go through rows and columns, which is tough to do at scale. 

Limited Activity Log: Smartsheet’s activity log allows users and admins to track common actions, like who has viewed what, what’s been shared, and more. However, this log is a bit limited compared to other project management tools on the market today. You can’t really just get a quick glance at what’s happened since you last logged in. Sometimes it can be time-consuming to get an answer. For example, to see a full history of a particular cell, you’d need to navigate to that cell, right-click, and then find the history from there.

Not Ideal for Certain PM Methodologies: Agile teams that want to use Kanban boards and other hybrid project management methodologies will struggle with Smartsheet. The software just doesn’t offer that type of functionality. Everything is spreadsheet-based. Even though you can change the view to a calendar or something else, most of what you’re doing will rely on conditional formatting within a particular sheet. 

High Prices: At first glance, Smartsheet seems pretty affordable. Individual plans start at just $14 per month. However, when you take a closer look at these packages, you’ll find Smartsheet to be a bit expensive compared to other project management tools on the market today. Especially since you’re not getting quite as many features as other solutions, the cost can be tough to justify for certain businesses. 

Smartsheet Pricing and Options

Smartsheet Pricing

Smartsheet has several different plans and product offerings. They have solutions for individual users and enterprises alike. No project management software review would be complete without an in-depth overview of the plans and prices, which is exactly what we’ll cover below.

There are two basic categories of Smartsheet—Standard and Enterprise. Within these two categories, there are four different plans to choose from:

  • Individual — $14 per month
  • Business — $25 per user per month
  • Enterprise — Custom pricing
  • Smartsheet Advance — Custom pricing

The rates listed above are based on an annual contract. Here’s a brief overview of what comes with the first three plans:

At first glance, you can see that the Individual package is extremely limiting. It’s not intended for business use. So, the vast majority of you reading this right now can just ignore that option. It’s sufficient for personal use. But most people won’t need such an advanced spreadsheet in that case. Using Google Sheets or Microsoft Excel is usually more than enough.

That leaves us the Business and Enterprises packages. This is where most people find themselves torn when evaluating Smartsheet. 

Even the Business plan can be somewhat limiting. It doesn’t come with SSO or other advanced security features like enterprise access controls. That said, this is fairly common for other project management tools at the same price point. 

You’ll be able to integrate the Business and Enterprise plans with basic apps like Slack, Microsoft Teams, Skype, and more. But premium integrations and premium add-ons will cost extra. 

The Smartsheet Advanced package is the only plan that includes all premium add-ons at no extra cost. There are three tiers, including Silver, Gold, and Platinum. It’s also important to note that the only way you can upgrade to Smartsheet Advanced is with an Enterprise plan. Even though we don’t know the actual prices, we do know it’s going to be expensive.

In addition to the add-ons shown above, it can also connect with Jira, Salesforce, and Microsoft Dynamics 365. 

Most Enterprise packages from other project management software providers include these types of features for free. That’s one of the reasons why we think Smartsheet is slightly overpriced. To truly get the most out of this software, you’ll need the top-of-the-line package. 

Smartsheet Standard

The Smartsheet Standard plans are designed as an entry-level point for growing businesses. You’ll still benefit from real-time project management, team collaboration, and workflows, but the plans are more on the basic side. 

Here’s a quick glance at the top features and benefits of the two Standard plan options—Individual and Business:

As previously mentioned, the Individual package isn’t viable for business use. We don’t recommend it, so we won’t spend a ton of time discussing it here. You can get more for your money and even find free project management software elsewhere. 

The Standard Business plan is a viable option for smaller businesses and simple projects. It comes with all of the Smartsheet core features at a reasonable price point. Business plans require a minimum of three licenses.

Once you hit the Business level, you’ll benefit from unlimited free users. So, you don’t necessarily need a license for every team member. But it’s worth noting that free users can’t create sheets, reports, or dashboards. They can only view or edit those items that have been shared with them by licensed users. 

Overall, the Business package is solid. It does fall a bit short compared to other project management tools at the same price point in terms of value. But it’s still loaded with features, and we can recommend it with confidence for businesses that prefer spreadsheet-style project management. 

Smartsheet Enterprise

The Enterprise and Smartsheet Advanced packages are Smartsheet’s top-of-the-line product offerings.

The Enterprise plan comes with everything in the Business plan plus unlimited sheets, single sign-on, enterprise access controls, directory integrations, chargeback reports, user merge, and the ability to send emails from your domain email addresses.

The entry-level Enterprise package is good, but the Advanced option is better. Pricing isn’t available for either online, so you’ll need to contact Smartsheet for a custom quote. 

With the Enterprise plan, you’re definitely getting an upgrade from the Standard Business package. But the plan lacks some of the tools that really take a spreadsheet to the next level. This is especially true if you want to take advantage of Smartsheet’s premium add-ons.

Dynamic View, Data Uploader, Calendar App, Pivot App, and DataMesh are all included with the Advanced plan. It will be more cost-efficient to get these from an Advanced package instead of getting an Enterprise license and buying the extras separately. If you plan to use any of those add-ons, go straight for the Advanced plan.  

If your company is currently using Salesforce, Jira, or Microsoft 365, you’ll definitely want the Advanced package. This is the only way to integrate those premium tools with Smartsheet without paying extra fees. 

Compared to similar project management tools on the market today, Smartsheet is still a spreadsheet. But at least the Advanced package extends that functionality. 

10,000ft by Smartsheet

To be clear, 10,000ft by Smartsheet is not a project management tool. But we definitely recommend it for businesses that want to fill the gaps with features not offered in a traditional Smartsheet plan.

10,000ft by Smartsheet is a resource management platform. Since resource management and project management go hand-in-hand, it’s worth considering. 

The software is designed to simplify resource allocation and improve the accuracy of project planning. It even offers tools for time tracking, budgeting, forecasting, dynamic reporting, and more. 

For organizations managing projects at scale with Smartsheet, 10,000ft by Smartsheet essentially becomes a must-have.

It’s a bummer that these features aren’t included with any of the other Smartsheet packages. However, other project management tools on the market don’t tend to offer these, either. So you can usually expect to pay extra for resource management tools, regardless of the project management software you’re using. 

Overall, we strongly recommend 10,000ft by Smartsheet if you’re using one of their project management tools—especially for businesses on the Enterprise and Advanced plans.

Comparing The Best Project Management Software

Check out our top picks of the best project management tools to see some popular Smartsheet alternatives:

  • Monday.com – Most versatile project management software
  • Asana – Best for small to midsize remote or distributed teams
  • Trello – Best project management tool for small projects
  • Jira – Best project management system for agile teams
  • LiquidPlanner – Best project management software for large teams

Smartsheet is one of the most powerful spreadsheet-style tools for project management on the market today. It’s built for teams of all sizes and comes with plenty of capabilities. With that said, Smartsheet does have some limitations. So try it out with a 30-day free trial before you commit. This will help you decide if Smartsheet is right for your needs. 

Sours: https://www.crazyegg.com/blog/smartsheet-review/

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