Smartsheet onboarding

Skilled Smartsheet consultants and Cloud engineers with experience in operating onboarding programs for over 100 SaaS clients are here to support your successful implementation and operation of Smartsheet.
 
Combining Performars' expertise and know-how with Smartsheet's global standard onboarding, we can provide onboarding services tailored to your business needs.

 

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Smartsheet Onboarding

Smartsheet Onboarding

Performars possesses the experience and expertise to successfully conduct SaaS onboarding for around 100 clients.

smartsheet

 

Onboarding Service
Work management
Basic Training comptab-infoalt7-icon
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Workflow setting comptab-infoalt7-icon
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Template settings comptab-infoalt7-icon
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Platform setup comptab-infoalt7-icon
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Dashboard comptab-infoalt7-icon
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Data integration guide comptab-infoalt7-icon
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App integration comptab-infoalt7-icon
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Smartsheet Onboarding

Onboarding Milestone

Onboarding takes place as follows:

Week 1

Orientation & Kick-off

Introduce new users to Smartsheet and onboard support team, setting up support methods and communication channels.

Week 1
Week 2

Onboarding Plan

Establish goals and workflows tailored for Smartsheet's customer onboarding process, defining related tasks and schedules to solidify communication between customers and performance.

Week 2
Week 2

Smartsheet Configuration

Adding users, integrating emails, connecting app accounts, uploading data, and configuring settings. Configure basic settings for automation flows and activate dashboards for analysis.

Week 2
Weeks 2-3

Practice with Project tasks

Implement the Smartsheet template and assign missions for users to directly execute, enhancing skills through practical exercises.

Weeks 2-3
Week 4

Revise the growth goal

Through onboarding, we work with users who are familiar with Smartsheet to set new growth goals and adjust them accordingly.

Week 4
Week 4

Future training & Ongoing service

Guiding teams and systems for future learning, ultimately measuring satisfaction with onboarding before concluding.

Week 4

FAQs

What is Smartsheet onboarding?

Smartsheet onboarding provides friendly guidance from basic product usage to advanced features, helping users understand and utilize Smartsheet's functions correctly.

Why do I need a Smartsheet onboarding?

Smartsheet is not only flexible but also powerful. It is a cloud-based no-code platform that allows users to create their own applications and project management software limitlessly.

However, to fully utilize these features and achieve maximum results, an onboarding process is necessary. Through onboarding, you can become an expert in Smartsheet and expect a more effective transition to new ways of working.

How much does Smartsheet onboarding cost?

Smartsheet onboarding pricing is as follows:

  • Onboarding: $4,000/4 weeks
  • Consulting and Implementation: Upon request
Flexible Work Management

Work with us to increase Smartsheet ROI

Performars is here to support you.

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    Wuyong Kim
    Manager | Marketing
    "We've adopted it as a sales management tool, and we're also using it for our marketing hub, which would have taken a lot of resources to onboard if we hadn't gone through Performars, including initial setup, advice on how to operate, etc. We've gotten a lot of help every step of the way as we've scaled. HubSpot has helped us build an efficient sales process. We've been able to use reports to compile performance data in real-time, which frees up time to focus on other tasks. We've also been able to align across functions because everyone is seeing the same information."
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    Leader | Solution BU
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    Eddy Kim
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    Ye Ryung Lee
    Customer Success Lead
    Smartsheet Onboarding

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