We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this.
Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted, details of potential sale, contact number and email, address.
If this lead turns into a sale, they must enter a form for another sheet for a construction estimate request, which includes many of the same fields. The form has some auto collaboration in it, but asks for almost the same data.
Once done, they receive an email back, and copy and paste the pertinent data to their crm sheet to reach out to the customer again. Now if the customer agrees to the fee, they move on.
They then do another form for a site visit by a sales engineer, essentially entering the same data (who, what, where, when) again into a new form/sheet.
The Sales engineer then finalizes their notes, comments, and clicks done, and the sales rep gets another email with said details, that they must copy and paste into their CRM. Then then reach out to the customer to firm up the order.
If sold, they go to another form/sheet and enter, for the most part, the same details plus some attachments. When the order is processed, they get an email back with some confirmation details regarding the sale, which the sales rep goes back into the CRM to save the data and mark the account as sold.
While each of these sheets have been working great for individual departments, we are attempting to streamline data entry/forms for our sales staff.
I looked into a 3rd party integrator, Zappier, but I can make conditions based on a cell in a row when to do an action (ie, check mark in the CRM will cause a new row to be added to the subsequent sheets).