Track accounts, contacts, opportunities, and activities with stage workflows, forecasting, and reporting.
Manage lead capture, qualification, handoffs, and conversion from MQL to opportunity with clear SLAs and visibility.
Plan campaigns and content—briefs, calendars, approvals, assets, and performance tracking across channels.
Route marketing assets through legal/compliance review with versioning, comments, approvals, and audit trails.
Coordinate launches with a GTM calendar—milestones, deliverables, owners, and cross-functional readiness checks.
Maintain a 360° view of accounts by linking campaigns, meetings, emails, notes, and deal activity in one record.
Standardize handoffs between Marketing, SDRs, AEs, Customer Success, and RevOps with automated workflows.
Monitor pipeline health, campaign influence, conversion rates, and launch readiness through real-time dashboards.
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)
Owns revenue strategy, pipeline performance, forecasting confidence, and cross-functional execution across the GTM organization.
- Benefit Statement:
SmartSuite gives CROs a unified view of pipeline health, campaign influence, and execution readiness — improving predictability and accountability.
- Benefit Source:
Executive dashboards, pipeline analytics, campaign-to-revenue reporting, and workflow visibility.
Revenue Oversight
Reviews pipeline coverage, forecast categories, and conversion trends in real time.
Execution Alignment
Ensures Sales and Marketing motions stay coordinated with clear priorities and handoffs.
Executive Reporting
Delivers leadership-ready reporting on pipeline, campaign impact, and launch readiness.
Chief Marketing Officer (CMO)
Owns marketing strategy and business outcomes, setting direction across positioning, growth priorities, and budget allocation.
- Benefit Statement:
SmartSuite gives CMOs a single view of marketing impact and execution health — enabling better investment decisions and clearer accountability to revenue.
- Benefit Source:
Executive dashboards, KPI scorecards, pipeline influence reporting, and portfolio-level visibility.
Strategic Direction
Sets priorities and evaluates whether programs align to company goals and revenue targets.
Investment Oversight
Allocates budget across initiatives using performance and pipeline signals.
Board & Executive Reporting
Delivers leadership-ready summaries on impact, spend efficiency, and momentum.
VP / Head of Revenue Operations (RevOps)
Owns GTM processes, data governance, tooling, and operational alignment across Sales and Marketing.
- Benefit Statement:
SmartSuite standardizes GTM workflows and reporting, reducing process drift and improving forecast accuracy.
- Benefit Source:
Workflow automation, data models, dashboards, and governance controls.
Process Standardization
Defines stages, handoffs, and required fields across lead-to-close workflows.
Data Quality Governance
Maintains consistent definitions and reporting across GTM data.
Operational Reporting
Produces dashboards for pipeline health, conversion, and activity trends.
Sales Operations Manager
Manages sales process execution, territory operations, pipeline hygiene, and sales enablement workflows.
- Benefit Statement:
SmartSuite improves pipeline consistency and rep execution by operationalizing workflows and visibility.
- Benefit Source:
Pipeline dashboards, workflow automation, and activity tracking.
Pipeline Hygiene
Flags stalled deals and enforces stage and data requirements.
Rep Execution Support
Tracks next steps, approvals, and follow-ups through automated workflows.
Performance Reporting
Builds rep and team dashboards for activity and conversion performance.
Account Executive (AE)
Owns pipeline execution for assigned accounts, managing deals from qualification through close.
- Benefit Statement:
SmartSuite centralizes account context and deal execution workflows, reducing friction and improving close discipline.
- Benefit Source:
Linked accounts, opportunity workflows, tasks, and dashboards.
Deal Execution
Tracks stages, next steps, tasks, and approvals in one workflow.
Account Visibility
Reviews campaign touches, communications, and engagement history.
Forecasting Support
Maintains accurate deal health and close timing for leadership visibility.
SDR / BDR Manager
Oversees inbound and outbound qualification, pipeline creation, and lead-to-opportunity handoffs.
- Benefit Statement:
SmartSuite standardizes lead routing and qualification workflows to reduce leakage and improve conversion.
- Benefit Source:
Lead workflows, routing automation, dashboards, and handoff tracking.
Lead Routing Governance
Ensures leads are assigned quickly and consistently by segment or territory.
Conversion Tracking
Monitors MQL→SQL→Opportunity conversion and bottlenecks.
Team Performance
Reviews rep activity and pipeline contribution in dashboards.
Campaign Manager / Demand Generation Lead
Owns campaign planning, execution, and pipeline impact across channels.
- Benefit Statement:
SmartSuite connects campaign workflows, approvals, and reporting — ensuring campaigns launch on time and remain measurable.
- Benefit Source:
Campaign workflows, approvals, dashboards, and automation.
Campaign Delivery
Manages timelines, briefs, assets, and dependencies.
Cross-Team Coordination
Routes reviews and handoffs across creative, web, and GTM teams.
Performance Optimization
Uses dashboards to adjust targeting, spend, and sequencing.
Product Marketing Manager (PMM)
Owns positioning, messaging, launch planning, and enablement for product releases.
- Benefit Statement:
SmartSuite centralizes launch plans and approvals, improving readiness, alignment, and execution consistency.
- Benefit Source:
Launch playbooks, calendars, approval workflows, and dashboards.
Launch Planning
Coordinates milestones, assets, and enablement deliverables.
Messaging Governance
Manages content approvals for messaging and collateral.
Enablement Alignment
Ensures Sales, CS, and partners have what they need for launch.
Legal Reviewer / Compliance Reviewer
Reviews regulated or brand-sensitive content and ensures it meets legal and compliance standards.
- Benefit Statement:
SmartSuite streamlines review cycles and maintains audit-ready evidence of approvals and decisions.
- Benefit Source:
Approval workflows, version history, audit trails, and documentation repositories.
Content Review
Reviews marketing materials and messaging for compliance requirements.
Decision Traceability
Documents approvals, conditions, and exceptions with full history.
Audit Support
Produces evidence packages for internal review or regulatory inquiry.
Deal Desk / Commercial Operations Manager
Governs pricing approvals, discounting, terms exceptions, and deal compliance for revenue teams.
- Benefit Statement:
SmartSuite standardizes deal approvals and ensures consistent commercial governance across the funnel.
- Benefit Source:
Approval routing, decision logs, dashboards, and workflow automation.
Approval Governance
Routes discounts and terms exceptions through structured approval paths.
Policy Compliance
Ensures deals follow pricing, packaging, and contract guidelines.
Deal Reporting
Tracks cycle time, exception volume, and approval bottlenecks.