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Welcome to the Financial Services Community!
My name is Chris, I lead marketing for Smartsheet for Financial Services and am excited to get to know you all! This is a space for Smartsheet users that work in Financial Services to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform Financial Services. Our Smartsheet team will…
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Is anyone using Smartsheet as their CRM?
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
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Monthly Payment Plan
I am the only user for smartsheet, i need a sutable monly plan that i can use please
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Help Escalating an Issue?
Hi Community, Has anyone successfully escalated an issue with Smartsheet billing or support? I’m struggling to get meaningful resolution. I paid our invoice in December, and shortly after received a second invoice. During my initial call, I was told this was a duplicate related to an account change we discussed but…
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Question About Access After Plan Expiration
Our plan is ending soon and we will not be renewing it. I need to know: Will I still have view-only access to our Smartsheet CRM after the subscription expires, just to review the data and history? My goal is simply to preserve the information without exporting everything right now.
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Deactivation of a Enterprise License
Please share the process of closing our Smartsheet enterprise licensed account.
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I need to talk to smartsheet about my business account
Business account up for renewal. I need to speak with smartsheet customer service about seat types and true-ups and I'm getting nowhere with articles. Sales rep is out and we are on deadline.
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CKP - Improved sales and productivity 30% by digitizing & automating with Smartsheet
This time around, you can learn about CPK, a Malaysian accounting firm, and how a Smartsheet solution helped them improve on-time performance and client communication — just in time to keep the business running smoothly during the COVID-19 pandemic. Read the full story to discover how Smartsheet enables them to set an…
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Stellar Bank - Accelerated a merger with Smartsheet
Want to see how Smartsheet supported two companies merging their separate, inconsistent IT environments? Learn how it enabled Stellar Bank to collaborate between the two companies from the moment the merger documentation was signed, with no delays. There's a wealth of great insights to uncover in their full story – get…
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Wolters Kluwer - Improved employee efficiency and productivity
Hey there Community, Learn how Wolters Kluwer benefitted from having a Technical Account Manager (TAM) to ensure they fully leveraged the latest product innovations, actively integrating them into their Smartsheet solutions. The team meets with their TAM monthly to strategize on their goals and receive training, which has…
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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…