Agency Management

Centralized intake and enhanced visibility.

Consolidate your intake and client planning in a central location where work and collaboration occur to ensure stakeholders are coordinated to provide outstanding client service. By having everything centralized, you can identify and resolve potential issues before they affect deadlines and be prepared for client updates at a moment's notice.

Improved content collaboration for faster speed to market.

Brandfolder and Content Automation empower your team to quickly locate or generate what they require, liberating essential creative resources to concentrate on crafting outstanding content for your clients. Integrated forms in Brandfolder simplify requests and project initiation directly within Smartsheet.

Enhance client ROI and support informed decision-making.

Combine performance analytics tools to centralize marketing data in one location. Develop customized dashboards and reports for straightforward viewing and management of work, resources, and content. Adapt these tools to suit various stakeholder roles for enhanced control and supervision.

The Ultimate Guide to Campaign Management

Understand each phase of the campaign management process and discover which tools can help make your marketing campaigns successful.

Free Product Launch Templates

To effectively plan a product launch, consider using a free template specifically designed for product launches. We’ve compiled a comprehensive list of the best product launch plans, all of which are fully customizable and available in various formats.

Why is Creative Operations Management important?

Investigate trends and benefits while learning how to tackle challenges in creative operations.

Agency management

Ogilvy enhanced project management, leading to timely, high-quality results and improved transparency, communication, and trust.

"Everybody now has the same view of what we’re supposed to do; all the oars are in the water going the same way. Before, we never knew what was around the corner, so now we’re all planning for the same thing and we all have the same line of sight to it. Who wouldn’t want the ‘Smartsheet calm’ in their life?"

Mame McCutchin

Program Director, Ogilvy

FAQ

Streamline client intake, planning, delivery, and reporting to enhance account and portfolio transparency and establish a unified source of truth across your business for improved reporting and informed decision-making.

Utilize project management tools to enhance workflow efficiency, monitor progress, and maintain accountability. Provide your teams with the insight needed to foresee potential challenges and risks, and distribute resources according to the priority and significance of key projects.

Collaborate effortlessly, exchange feedback, and monitor progress instantly using Smartsheet proofing. Provide or receive comprehensive feedback that can be directly attached to content, and simplify version control with automatic locking of previous versions when new content is added.

Use tailored views and automations to distribute pertinent information to each group without the need to manually generate individual reports. Develop dashboards that bring together essential metrics and project updates, and connect Smartsheet with other tools or data sources to automate data entry for precise and prompt reporting.

To effectively assign tasks, keep a centralized database of all resources, detailing their skills, availability, and workload, to guarantee that resources are allocated and assigned according to their expertise.

Smartsheet Onboarding

Onboarding & Support
Workflow guide
User training

Smartsheet data integration

Integration design
Interface design & build
Build Workflow automation

Process design consulting

Discovery workshop
Workflow analysis & design
Best practices on intelligent cross-platform workflows

SaaS integration service

Support integration among CRM, ERP, and WorkOS in legacy or cloud environments.

Learn more

SaaS managed service

Manage and optimize RevOps solutions including HubSpot, Smartsheet, Bloomreach.

Learn more

Surpass client expectations

Equip your team with tools to boost effectiveness and attain exceptional results.

Boost your Agency client's success

Centralized intake and enhanced visibility.

Improved content collaboration for faster speed to market.

Enhance client ROI and support informed decision-making.

Combine performance analytics tools to centralize marketing data in one location. Develop customized dashboards and reports for straightforward viewing and management of work, resources, and content. Adapt these tools to suit various stakeholder roles for enhanced control and supervision.