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Common Use Cases

Explore the range of use cases that we can cover for you. Click on them to see the solution templates that we have ready.

SmartSuite solutions help you focus on what matters most: growing relationships and closing more deals

Track and Monitor
Every Sales Activity

Centralize everything you need to track and manage sales opportunities in one place. Identify prospects, assign sales reps, estimate close dates and deal size to ensure you always have a clear picture of your pipeline. Use flexible reports and dashboards to visualize forecasts, monitor quotas, and keep tabs on every activity.


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Keep track of all your contacts in your accounts with SmartSuite

Instantly Access All Your
Account And Contact Data

Keep track of all your contacts in your accounts. Manage communication history, track notes and stay connected with a holistic picture of all your customers so you can quickly see the insights you need to stay proactive and close more deals.

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SmartSuite helps you convert more leads into qualified opportunities

Effectively Track
All Your Leads

SmartSuite helps you convert more leads into qualified opportunities by tracking all the information you need to keep leads moving forward.

Track Leads by source, document key insights and strategies to generate interest. Map offerings to every lead and manage communication and interactions directly in SmartSuite - no matter where you are.

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Manage every sales opportunity from "qualified to closed" in SmartSuite

Qualify, Manage And Close
Sales Opportunities

Manage every sales opportunity from "qualified to closed" in SmartSuite while staying connected with your team and the information you need to close deals.

Stay connected from anywhere with the SmartSuite mobile app, and tailor your sales stages to work the way you want.

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Maintain real-time views of your sales pipeline

Stay Proactive With
Pipeline & Forecast Reports

Maintain real-time views of your sales pipeline and create precise forecasts so you can focus on what matters: closing new business.

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Manage files the new way

Organize All Your
Sales & Marketing Assets

SmartSuite solutions integrate file management directly into your sales processes. Arm your team with the assets they need - when they need it - from proposal templates, customer success stories, pricing and promotions, product overview decks and much more.

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Visualize sales territories with Map View

Manage Commissions,
Quotas & Territories

Easily track sales commissions, assign sales rep quotas and map teams to sales territories with SmartSuite Solutions.

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Every Sales CRM solution template can be used with the SmartSuite mobile apps

Access CRM Solutions
From Anywhere

Every Sales CRM solution template can be used with the SmartSuite mobile apps for iPhone and Android. Enjoy the full capabilities of your CRM from anywhere. Keep opportunities updated on the go, and never let access limitations slow you down.

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How SmartSuite Works For Your Teams

Get Dream-worthy Sales Dashboards

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Explore All Features

Sales CRM

Click on the cards below to view a live, read only version of the solution template.
 Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.

Click to view live interactive demo of the solution

Sales CRM

Up your sales game and win new business more easily. Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.

 Manage opportunities, actions, accounts and contacts with clear visuals of your sales pipeline.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/mq0r6Q6L3o/
Keep track of customers, identify new targets, and win new business

Click to view live interactive demo of the solution

Sales CRM Lite

Keep track of customers, identify new targets, and win new business. Get all of the essential features and none of the extras. Ideal for fast-moving, smaller sales teams.

Keep track of customers, identify new targets, and win new business
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/dOgaKN9XoT/
Track sales materials of every shape and size

Click to view live interactive demo of the solution

Sales Assets

Wait, which slide deck are we using? Never ask that question again with this simple solution to track sales materials of every shape and size.

Track sales materials of every shape and size
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/fTpmBZj4Al/
Track sales team commissions, including spiffs and variable incentive compensation plans.

Click to view live interactive demo of the solution

Sales Commissions

Track sales team commissions, including spiffs and variable incentive compensation plans.

Track sales team commissions, including spiffs and variable incentive compensation plans.
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rRhEmavPu3/
Map inside and outside sales resources to geographic territories and available product offerings

Click to view live interactive demo of the solution

Sales Territories

Map inside and outside sales resources to geographic territories and available product offerings. Useful for multi-channel organizations that rely on partner/affiliate networks to track who’s advocating for your brand and where.

Map inside and outside sales resources to geographic territories and available product offerings
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/rjWgVzjAw1/
Track new relationship leads, identify targets, create opportunities and manage through close

Click to view live interactive demo of the solution

Partner CRM

Track new relationship leads, identify targets, create opportunities and manage through close. Ideal for companies launching or ramping up their channel partner programs.

Track new relationship leads, identify targets, create opportunities and manage through close
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/BvqLDZqhrW/
Ensure that your bids comply with applicable regulations and procedures

Click to view live interactive demo of the solution

Bid Compliance

Ensure that your bids comply with applicable regulations and procedures.

Ensure that your bids comply with applicable regulations and procedures
https://app.smartsuite.com/shared/pb7v5n6n/shared-solution/Jr6hDfj9jJ/

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