SmartSuite provides a single shared workspace for leads, accounts, opportunities, campaigns, and content workflows — ensuring consistent handoffs and transparent collaboration between teams.
Automated workflows ensure leads are scored, enriched, qualified, and routed to the right team members with clear ownership and SLA-driven follow-up tasks.
Marketing, Legal, and Compliance teams collaborate in shared approval workflows with version history, comments, and full audit trails — reducing delays and risks.
Yes — SmartSuite consolidates CRM, marketing project management, content workflows, campaign tracking, and GTM launch planning into one connected platform.
Pipeline dashboards, scoring, weighting, and opportunity health insights ensure Sales leaders have real-time clarity into revenue potential and risks.
Templates, task automation, shared calendars, and content routing help teams deliver campaigns faster, with fewer communication delays.
GTM launch calendars, playbooks, and automated cross-team coordination ensure tasks, deliverables, and owners stay aligned.
Yes — SmartSuite’s no-code architecture supports new GTM motions, segmentation models, product lines, and team structures without engineering support.
Chief Revenue Officer (CRO)
Drives top-line growth across new business, expansions, and partnerships.
- Benefit Statement:
SmartSuite improves forecasting accuracy by connecting renewal pipelines, expansion opportunities, and partner-influenced deals.
- Benefit Source:
Unified opportunity records, renewal calendars, partner co-sell tracking, and revenue dashboards.
Expansion Forecasting:
Uses dashboards showing upsell signals and partner-sourced pipelines.
Revenue Alignment:
Oversees cross-team collaboration between Sales, CS, and Partnerships.
Retention Governance:
Reviews customer risk and renewal readiness.
Chief Marketing Officer (CMO)
Drives marketing strategy, campaign execution, and GTM alignment with Sales.
- Benefit Statement:
SmartSuite centralizes marketing operations, approvals, and campaign performance.
- Benefit Source:
Campaign workflows, content approvals, attribution dashboards.
Campaign Oversight:
Reviews project timelines and performance.
Content Governance:
Approves regulated/brand-sensitive assets.
Launch Alignment:
Coordinates with Sales for GTM readiness.
VP Sales / Sales Director
Oversees the sales team, pipeline health, and revenue predictability.
- Benefit Statement:
SmartSuite improves pipeline visibility, opportunity tracking, and rep accountability.
- Benefit Source:
CRM records, dashboards, scoring, and automated tasks.
Pipeline Management
Rep Coaching & Forecasting
Deal Strategy Coordination
VP / Director of Demand Generation
Drives lead acquisition, pipeline creation, and marketing pipeline contribution.
- Benefit Statement:
SmartSuite provides unified visibility into lead flow, scoring, campaign ROI, and MQL→SQL performance.
- Benefit Source:
Lead records, scoring, dashboards, attribution models.
Lead & MQL Oversight
Campaign Performance
Sales Handoff Optimization
Account Executive (AE)
Manages pipeline, closes deals, and engages prospects.
- Benefit Statement:
SmartSuite gives AEs clear visibility into accounts, stakeholders, activities, and opportunity steps.
- Benefit Source:
CRM records, tasks, email history, and automations.
Opportunity Management
Task Follow-Up
Engagement Tracking
SDR / BDR
Qualifies leads, executes outreach, and seeds pipeline.
- Benefit Statement:
SmartSuite helps SDR teams manage outreach sequences, lead status, and SLA-based handoffs.
- Benefit Source:
Lead queues, automations, activity logs.
Lead Qualification
Activity Management
Handoff Workflows
Marketing Manager
Executes campaigns, content production, asset approvals, and launch activities.
- Benefit Statement:
SmartSuite provides structured workflows for campaign execution and cross-team approvals.
- Benefit Source:
Calendars, task boards, asset records.
Campaign Execution
Content Routing
Launch Coordination
Revenue Operations (RevOps) Manager
Optimizes processes and reporting across Sales, CS, and Partnerships.
- Benefit Statement:
SmartSuite provides unified lifecycle data for accurate forecasting, process standardization, and KPI reporting.
- Benefit Source:
Dashboards, workflow automation, and linked lifecycle records.
Reporting:
Builds dashboards for NRR, churn risk, partner influence, and CS efficiency.
Workflow Governance:
Standardizes lifecycle processes and handoffs.
Forecasting:
Improves renewal and expansion predictability.
Marketing Operations (MOPS) Manager
Manages campaign processes, approval flows, and marketing systems.
- Benefit Statement:
SmartSuite provides a centralized workspace for content approvals, task management, and campaign execution.
- Benefit Source:
Approval workflows, project boards, dashboards.
Content Workflow Governance
Campaign QA
Performance Reporting
