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What is the best way to associate prospect contact information and sales tasks to a smartsheet sale
We currently use smartsheet for our sales pipeline. I love it. As our prospects move through our sales cycle, we simply move them down the list. I use the formulas to track all of our conversion rates and apply to project types and marketuing sources. I find this reporting and linking feature invaluable.
We use the attachments feature to keep track of our handwritten lead intake sheets (scanned to a pdf) . We also attach a link to the drive folder that houses all of the particular documents of the project. It is very handy.
What I am missing in this set up are three things:
1. ability to see a history of all communications between prospect and my sales team.
2. ability to apply repitive tasks to my sales team - associated with each succesive sales stage of a prospect, (or row in this situation). I would prefer to see all tasks associated to each sales team member.
3. ability to quickly see a "contact profile" with personal informationm social media, etc
I am considering the following options;
Option A - utilize an evernote workbook, per prospect, that has a check box task list for each succesive sales stage and use this as our (1) main document for our notes, tracking communications with phone calls and copy/past emails. Google docs is an option, but the check box feature is less robust than evernote. I could also attach all of the contact information to the top of the worksheet with a zap initiation of the prospect entering our sales pipeline. This option lacks any social media intergration, and the ability to see open tasks across multiple team members and multiple prospects.
Option B - utilize a "contact based" or "conversation based" CRM that would do all of the above. I can create zaps that would sync the crm contact to the sales pipeline row. This would allow me to always have the appropriate task list associated per prospect in the CRM. I could use the hyperlink feature associated with a cell and have a direct link to the crm contact or oppurtunity.
I would love to hear about how other people or teams are working with smartsheet and sales. Are there other options with in smartsheets that I am mising?