Salesforce-like Workflow/Templates
Hi All -
I'm pretty well versed in SmartSeehts, but trying to help my company implement a Salesforce-like SmartSheets approach - to save cost. To be clear, I know there is a integration available with Salesforce, but we do not work with them as partner.
I'm simply interested in creating a very scaled back, yet similar workflow within SmartSheets. I've found a few templates which are proving to be helpful, but since Salesforce isn't in my background, I thought I'd ask the community for some additional guidance on connecting sheets, workflows and automation.
Thanks in advance,
Mike
Answers
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Hi @Mike Rini
Can you describe what you mean with a Salesforce like Smartsheet approach?
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@Andrée Starå Sure! So I've never worked in Salesforce before, but in essence, I'm looking to replicate as many of it's features as possible via SmartSheets - actual sheets, workflows, reports and automation. For an example, I know that in the Salesforce world, there are Leads, Opportunities, Accounts and Contacts. All of those interact with each other in some way (i.e. - Leads become opportunities, Opportunities become Accounts, Accounts have Contacts, etc.) - and there are lots of other interactions.
I guess really all I was wondering is - has anyone setup CRM templates/workflows that I can leverage?? If not, no big deal, I'll just need to think through it a bit more.
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I've created CRM solutions in Smartsheet for clients.
Here is an excellent starting point.
Hope that helps!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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