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Smart Sheet for tracking customer onboarding process for Saas company
Hello Smartsheet community members,
I am on trial and trying to learn ways to setup smartsheet in order to track customer onboarding process.
My company is creating and selling software to customers (Saas) and we are looking for ways to improve our internal communication to help our customer adaping our software quicker and easier using Smartsheet.
To start, I have created a "customer onboarding template" that contains every little step that our support team has to do to get our customers adapting our software. (e.g. Send welcome email, conduct web app training, send how to videos....etc). Not all steps are to be completed in order and we are trying to be flexible with the way we operate; which is why we have decided to give Smartsheet a try.
I am planning to use this template and apply it to every customer we have onboarded to track where they are in the process but wondering if any of you are using Smartsheet in a similar way that I am planning to use.
I'd like to hear suggestions and feedback from you all to improve my Smartsheet setup.
I am also looking for ways to generate a report that tells me what to do each day with all customers we have.
Looking forward to hear back.