Technical Partner Integrations

Question 1

Office 365 key capabilities

Answer 1

Outlook integration - don’t have to switch apps
Direct import or data uploader
Flexibility to use the right tool

List of Office 365 integrations

SSO with Azure AD 
Skype for Business 
O365 Outlook calendar 
One drive 
Sharepoint 
Teams 
Power automate (flow)

Question 2

Google Suite key capabilities

Answer 2

Gmail integration - don’t have to switch apps
Direct import or data uploader
Flexibility to use the right tool

List of G-Suite integrations

SSO with Google account
Hangouts  
Google calendar 
Google drive 
Gmail

Question 3

What to listen for

Answer 3

We have a standardized on ___ but its often difficult to track priorities with email

We store attachments on ___, how do you handle that?

We use Google Suite credentials for SSO, can we log into Smartsheet that way?

Question 4

Top questions to ask

Answer 4

Has your company Standardized on Microsoft O365 or Google productivity tools?

How do you currently collaborate with Stakeholders?

Question 5

Smartsheet extensions for Creatives

Answer 5

Adobe Creative Cloud Integration
Can:

View assigned tasks
Upload content
Request feedback

Without leaving Adobe. Also available for Photoshop, Illustrator and InDesign

Question 6

Smartsheet extensions for Creatives - things to listen for

Answer 6

Our creatives don’t like spreadsheets

We actively use Adobe Creative Cloud and need a better way to track reviews and approvals

Our project managers work in SS but need a better way to track progress of what Creatives are working on

Question 7

Cost free integration solutions

Answer 7

Live data connector (windows based)
Smartsheet for Tableau (web based)
Power BI (windows based)