Does anyone use Smartsheet to organize Customer Success work?

arne stoldt

I have a not too complex and pretty clear use case for customer success (CS) work. Question is whether I use a dedicated CS Saas solution or whether I use Smartsheet.

Situation at the moment:

The core CS information/date is managed in simple sheets. I have 20 or so data attributes to handle, I am not interested in sentiment scores tracking usage. I want to track status information and some performance data.

The value add of a platform solution such as Smartsheet would be to provide task management functions, alerts and notifications, a list view/dashboard view per user, centralized data handling such as CRM data.

I have colleagues in another department who started to integrate a Smartsheet solution (primarily project management focussed). Ideally, the CS team would sync with this process, e.g. taking over data, being in data sync.

Would be good to hear from the community about Smartsheet in use for CS.

Arne

Bassam Khalil

Hi @arne stoldt

Hope you are fine, please check the following template i hope you can find what you need by using it as a start to design your application. and if you like to help you to design your application, please call me on my Email because i need to get some information and some shared sheets.

Email: Bassam.k@mobilproject.it

Andrée Starå

Hi @arne stoldt

I hope you're well and safe!

Do you have any examples of what you need or something that you're using today?

Here are some excellent templates/starting points.

https://www.smartsheet.com/marketplace/templates#q=customer%20success&sort=relevancy&numberOfResults=24&f:@app_type=%5BTemplate%5D&f:@language=%5BEnglish%5D

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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