Salesforce-like Workflow/Templates

Mike Rini · 07/15/20

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

Andrée Starå · 07/20/20

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

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Mike Rini · 07/20/20

@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.

Andrée Starå · 08/11/20

@Mike Rini

I've created CRM solutions in Smartsheet for clients.

Here is an excellent starting point.

Sales Pipeline Tracking and Reporting

https://www.smartsheet.com/marketplace/template-set/sales-pipeline-tracking-and-reporting

The Sales Pipeline Tracking and Reporting template set provides sales leadership with visibility into the sales pipeline across your organization.

Hope that helps!

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