do more for your customers - smartsheet

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Do More For Your Customers Learn More About Smartsheet + Salesforce by Visiting https://www.smartsheet.com/salesforce www.smartsheet.com & Keep Decisions Visible Export Salesforce data to Smartsheet, work with internal and external stakeholders, make bulk changes, and manage projects and processes. Then, import Smartsheet data back into Salesforce to give everyone greater visibility. Get the Beta App Getting started is easy. Simply download Smartsheet for Salesforce Beta from the AppExchange. You can start a free 30-day trial of Smartsheet or link Salesforce to your existing account. Or contact one of our experts for assistance. Great for Sales and Everyone Else Adjust sales forecasts, edit opportunity records, and see project implementation status, all without having to click around Salesforce or search for the right document. The usages for sales, marketing, services, and finance teams are endless. Use Smartsheet’s Simple Spreadsheet Interface to Collaborate on Salesforce Data Connect Smartsheet with Salesforce to organize, share and update customer information using Smartsheet’s intuitive spreadsheet interface. You and your collaborators will have key information organized in a way that works for you, while keeping every record up to date.

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Page 1: Do More For Your Customers - Smartsheet

Do More For Your Customers

Learn More About Smartsheet + Salesforce by Visitinghttps://www.smartsheet.com/salesforce

www.smartsheet.com

&

Keep Decisions Visible

Export Salesforce data to Smartsheet, work with internal and

external stakeholders, make bulk changes, and manage projects and

processes. Then, import Smartsheet data back into Salesforce to give

everyone greater visibility.

Get the Beta App

Getting started is easy. Simply download Smartsheet for Salesforce

Beta from the AppExchange. You can start a free 30-day trial of

Smartsheet or link Salesforce to your existing account. Or contact one

of our experts for assistance.

Great for Sales and Everyone Else

Adjust sales forecasts, edit opportunity records, and see project

implementation status, all without having to click around Salesforce

or search for the right document. The usages for sales, marketing,

services, and finance teams are endless.

Use Smartsheet’s Simple Spreadsheet Interface to Collaborate on Salesforce Data

Connect Smartsheet with Salesforce to organize, share and update customer information using Smartsheet’s

intuitive spreadsheet interface. You and your collaborators will have key information organized in a way that

works for you, while keeping every record up to date.

Page 2: Do More For Your Customers - Smartsheet

Work Smarter,Not Harder

www.smartsheet.com

A Smarter Way To Manage Work

Smartsheet is a powerful work management tool with a familiar

spreadsheet interface. You can visualize projects in interactive Gantt

charts or calendar views, assign tasks, set automated alerts, start

discussions, and attach files. No other tool provides this level of real-time

collaboration and visibility needed in today’s workplace.

Works Like You With Anytime, Anywhere Access

From simple task lists to strategic projects, you can customize Smartsheet

to work for you. And Smartsheet Mobile apps provide the power and

freedom to access your work wherever you are, on most any device.

Millions of Users And Growing

Smartsheet is used by more than 70,000 organizations and millions of

users in more than 175 countries. Customers range from large

enterprises to small and medium-sized organizations, including

healthcare, government, consulting, education, construction, high-tech,

non-profit, manufacturing, and law, among others.

Smartsheet Helps Businesses of All Sizes Organize, Plan, and Execute Their Work — All In One Simple, Flexible, Online Tool

Human Resources • Candidate tracking • New hire onboarding • Corporate calendar

Sales• Sales pipeline • Customer contacts • Sales training schedule

Marketing • Events • Campaigns • Product launches

Project Management • Project tracking • Resources management • Gantt charts

Procurement • RFP coordination• Compliance checklist• Office supply requests

For Every Department

Start your 30-day free trial at www.smartsheet.comOr, call us at 855-824-2221