Using Smartsheet as a Customer Database / Information Store
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?
Answers
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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!
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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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.
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