Smartsheet Accelerator for Sales Forecasting

Smartsheet Accelerator for Sales Forecasting

Enable sales organizations to provide reps up through all layers of management with a unified and accurate approach to sales forecasts

About this course

The Smartsheet Accelerator for Sales Forecasting enables sales organizations to provide reps up through all layers of management with a unified and accurate approach to sales forecasts. This solution makes it easy for organizations to scale a sales forecasting process that provides: a scratch pad for reps to track their deals before committing, calculated forecasts with historical snapshots for more predictable revenue streams, key deal pipeline management, and account team collaboration so that leaders can make more accurate sales forecasting calls. With the Accelerator for Sales Forecasting, sales leaders can easily scale a solution that uses Salesforce data for a unified and accurate approach to sales forecasts.

Smartsheet Accelerators empower users and teams to quickly build on the core value of Smartsheet with advanced pre-configured solutions that programmatically solve common business challenges. Utilizing proven methodologies based on our expertise, our customers' experience, and industry research, our pre-configured solutions enable teams to rapidly stand up a proven solution that enables them to effectively manage their business processes like data privacy, IT PMO, and marketing campaigns. 

How do they help my organization?

  • Real world experience and success - Grounded in the experience and expertise of our professional services teams, industry experts, and customers. Embrace processes that just work. 
  • Business driven - Own a purpose built solution that the business operates without any relyance on IT. 
  • Operational excellence - Enable your teams to run smoothly with proven methodologies. 
  • Time savings - Get up and running quickly with a pre-configured solution that solves specific business challenges. 
  • Training & Services - Work with our professional services team to tweak within our guardrails  your solution to ensure you’re set up for success. 
  • Advanced Smartsheet functionality - Utilize core Smartsheet functionality like sheets, reports, and dashboards, with the added benefits of project, portfolio, and process management. 
  • Project & Portfolio Management - Deliver consistency and visibility at scale by automating project creation, aggregating portfolio reporting, and managing change
  • Multi-Step Process Management- Collaborate using the same set of data while maintaining confidentiality when working with vendors or across teams. 
  • Connect to your ecosystem - Automate business processes with workflows that trigger actions and share data across platforms in a no-code interface. 
  • User friendly experience - Easily and intuitively enable end users to surface their relevant work.

Accelerators are premium solutions that are available for purchase to Smartsheet customers using a Business plan or higher. For more information about how to purchase an Accelerator, please contact Smartsheet Sales

Curriculum

  • How Does the Accelerator for Sales Forecasting Help My Organization?
  • Who does Smartsheet Accelerator for Sales Forecasting help?
  • Help Guides

About this course

The Smartsheet Accelerator for Sales Forecasting enables sales organizations to provide reps up through all layers of management with a unified and accurate approach to sales forecasts. This solution makes it easy for organizations to scale a sales forecasting process that provides: a scratch pad for reps to track their deals before committing, calculated forecasts with historical snapshots for more predictable revenue streams, key deal pipeline management, and account team collaboration so that leaders can make more accurate sales forecasting calls. With the Accelerator for Sales Forecasting, sales leaders can easily scale a solution that uses Salesforce data for a unified and accurate approach to sales forecasts.

Smartsheet Accelerators empower users and teams to quickly build on the core value of Smartsheet with advanced pre-configured solutions that programmatically solve common business challenges. Utilizing proven methodologies based on our expertise, our customers' experience, and industry research, our pre-configured solutions enable teams to rapidly stand up a proven solution that enables them to effectively manage their business processes like data privacy, IT PMO, and marketing campaigns. 

How do they help my organization?

  • Real world experience and success - Grounded in the experience and expertise of our professional services teams, industry experts, and customers. Embrace processes that just work. 
  • Business driven - Own a purpose built solution that the business operates without any relyance on IT. 
  • Operational excellence - Enable your teams to run smoothly with proven methodologies. 
  • Time savings - Get up and running quickly with a pre-configured solution that solves specific business challenges. 
  • Training & Services - Work with our professional services team to tweak within our guardrails  your solution to ensure you’re set up for success. 
  • Advanced Smartsheet functionality - Utilize core Smartsheet functionality like sheets, reports, and dashboards, with the added benefits of project, portfolio, and process management. 
  • Project & Portfolio Management - Deliver consistency and visibility at scale by automating project creation, aggregating portfolio reporting, and managing change
  • Multi-Step Process Management- Collaborate using the same set of data while maintaining confidentiality when working with vendors or across teams. 
  • Connect to your ecosystem - Automate business processes with workflows that trigger actions and share data across platforms in a no-code interface. 
  • User friendly experience - Easily and intuitively enable end users to surface their relevant work.

Accelerators are premium solutions that are available for purchase to Smartsheet customers using a Business plan or higher. For more information about how to purchase an Accelerator, please contact Smartsheet Sales

Curriculum

  • How Does the Accelerator for Sales Forecasting Help My Organization?
  • Who does Smartsheet Accelerator for Sales Forecasting help?
  • Help Guides