Using Smartsheet as a Customer Database / Information Store

Chris W.

Hi All,

My company has been using Smartsheet for a while now and is happy with the product. We want to start using it as an information database.

• Specifically, we want to track organizations, contacts, and services provided to those organizations.
• We're a B2B business and often sell multiple services to one organization. In other words, there's a one-to-many relationship (Org 1, Service A, Service B).

We have a home-grown method for doing some of this, but will likely need to do a redesign to get things in order. We're aware of built-in features (i.e., linked cells) and are familiar with common spreadsheet formulas (index, match, join, collect). I've also found a few templates that could be helpful.

Our challenge is conceptualizing how design the sheets to streamline the process. With a good example, I'm confident we can execute on it. Are there any videos or guides out there that can help with something like this?

Andrée Starå

Hi @Chris W.

I hope you're well and safe!

I'm not aware of any specific videos, and I think the best way would probably be to look at the templates in the Solution Center or maybe bring in an Expert.

I recently developed a fairly advanced solution for a client where we used Data Shuttle (to update dropdown options) and more.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Matt Kirby

https://community.smartsheet.com/discussion/87954/using-smartsheet-as-a-customer-database-information-store

Chris, were you able to find a solution? Our Smartsheet journey is taking us in a similar direction. I am wondering what you were able to leverage to achieve this.