Smartsuite

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

Today, we’re in for a real treat because I’m about to take you on a journey through the fresh and fabulous features rolled out by SmartSuite in the first quarter of 2024. Here’s what’s been cooking in their labs.

Record Cover Image 😎

Ever opened a record and thought, “A picture would be worth a thousand words here”? Well, wish granted! Assign any attachment from your record as a cover image, and boom! There you have a visual feast right at the top of your record—super handy, particularly for visual fields like real estate.

Record Section Description 📝

Dig into the details with even more context now. You know those sections in your SmartSuite records? You can spice them up with descriptions. Segment your contacts into personal and work info slots, and let the description tell you exactly what’s what.

Showing Off the Hide-and-Seek Game with Tables 🕵️

Keep your workspace squeaky clean by hiding the tables you don’t need daily. Still there, but out of sight, out of the mess—especially if you’re playing the advanced game with junction tables.

Dependency Subfield Accessibility 🚦

Got a complex web of dependencies? Access predecessor and successor data as effortlessly as you would with a linked record, right in your grid view.

Automation Enhancements: “Find & Merge Like a Pro” 🔍

The ‘find action’ in automations now boasts a wicked upgrade, allowing you to nail down a single record or fetch a basket full of them. And for the icing on the automation cake—you can merge records on auto-pilot! Imagine sifting through contact duplicates with robotic precision. Mind-blowing, right?

The Triple Threat: Clear, Append, Replace 🔄

When it comes to record updates via automation, SmartSuite now lets you clear old data, append new tidbits, or replace stuff altogether. It’s the Swiss army knife of record maintenance.

View Descriptions to the Rescue 🕶️

Views in SmartSuite now come with their own set of descriptions. Found the perfect view for a particular task? Label it! Explain what it shows and why it matters.

Sharpened Integrations with Make 🛠️

Here’s a little insider nugget: SmartSuite’s giving their Make integrations some serious muscle. And I’ve heard through the grapevine that there’s even more to come. So, stay tuned.

Formula Function Upgrades on Related Records 📊

And for the formula gurus out there, revel in new functions that will have you sorting related records and spitting out values in a list with unparalleled swag.

Time Tracking Log Fields & Formulas: A Dynamic Duo ⏱️

Finally, they’ve also amped up the formula capabilities with time-tracking log fields for those of you into some serious data magic.

Phew, that’s quite the lineup, right? And remember, March 15th is our vantage point, so if SmartSuite decides to drop another feature bomb in the remaining weeks, you’ll hear it here first.

To experience the future of work management automation firsthand, start your free SmartSuite trial today!

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

In today’s episode, join Jeff Gonzalez on a journey to unlock the power of an often-overlooked technique – hiding tables within a solution. In this insightful session, Jeff demonstrates the simplicity and efficiency of this process using a construction project management template. Discover how concealing irrelevant tables can elevate user experience, streamline workflow, and maintain access to crucial data. Let’s dive into the world of optimizing solutions with Jeff’s step-by-step guide.

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Why Hide Tables?

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Jeff starts by addressing the fundamental question – why hide tables? Imagine a clutter-free workspace where only essential information is at your fingertips. Hiding tables is the key to achieving this. By removing irrelevant data, you not only enhance user experience but also ensure a streamlined workflow. Jeff emphasizes that this technique is not about compromising access to vital information; rather, it’s about making that access more efficient.

The Construction Project Management Template: A Real-World Example

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To illustrate the power of hiding tables, Jeff walks us through a construction project management template. The template is a comprehensive solution with various tables catering to different aspects of the project. However, not all tables are relevant at all times. By hiding those that aren’t necessary for a particular task, you can declutter the interface and focus on what matters.

Step-by-Step Guide: Making the Magic Happen

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Jeff takes us through the step-by-step process of hiding tables, ensuring that even those new to the technique can follow along seamlessly. From identifying irrelevant tables to using the straightforward method of hiding them, Jeff’s instructions are clear and concise. This essential skill can transform your solutions, making them cleaner, more user-friendly, and ultimately more efficient.

Enhancing User Experience

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As Jeff demonstrates, the impact of hiding tables on user experience is significant. No longer will users have to sift through irrelevant information. Instead, they can navigate through a clutter-free interface, focusing on the tasks at hand. This improvement in usability is invaluable for any solution, be it a project management tool or a data analysis platform.

Streamlining Workflow

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A cluttered workspace often leads to confusion and inefficiency. Jeff highlights how hiding tables contributes to a streamlined workflow. By only presenting relevant data, users can make quicker decisions and execute tasks more efficiently. The time saved by eliminating unnecessary distractions can be channeled into more productive endeavors.

Optimize Your Solutions Today!

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In this episode of Smart Tips, Jeff Gonzalez has unveiled the art of hiding tables within a solution. This essential skill is not just about aesthetics; it’s about optimizing functionality and improving user experience. Whether you’re managing construction projects or working with complex datasets, the benefits of hiding tables are universal. Don’t miss out on this transformative technique – watch the episode now and take the first step towards making your solutions cleaner, more user-friendly, and ultimately, more effective. Optimize your solutions today!

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

In the dynamic marketing world, crafting a successful campaign requires more than just a brilliant idea. It demands strategic planning, insights into your audience, and a clear understanding of your marketing objectives. As marketing leaders, you are responsible for envisioning these campaigns and ensuring their successful execution and outcomes. This blog post, designed with your needs in mind, offers five essential tips to elevate your marketing campaign planning process. Let’s dive in!

1. Start with a Clear Objective

Every successful marketing campaign begins with a clear, measurable objective. Whether you aim to increase brand awareness, drive sales, or launch a new product, defining your goal is the first step towards success. Ensure your objectives align with your overall business goals and are SMART: Specific, Measurable, Achievable, Relevant, and Time-bound. This clarity will not only guide your campaign’s direction but also help in evaluating its success.

2. Understand Your Audience Inside Out

Knowing your audience is the cornerstone of any marketing strategy. Dive deep into understanding their behaviors, preferences, and pain points. Use data analytics, customer feedback, and market research to build detailed buyer personas. Remember, a campaign that resonates with your audience is more likely to engage and convert. Tailor your messages to address their needs and interests, making each interaction personal and impactful.

3. Leverage Cross-Channel Integration

In today’s fragmented media landscape, your audience is everywhere. To maximize your campaign’s reach and impact, integrate your efforts across multiple channels. From social media to email marketing, each platform offers unique advantages and opportunities to connect with your audience. However, consistency is key. Ensure your campaign’s message, tone, and visuals are cohesive across all channels, providing a seamless brand experience for your customers.

4. Focus on Content Quality

Content is the heart of your campaign. It’s what captures attention, delivers your message, and drives engagement. Invest in creating high-quality, relevant, and compelling content that speaks directly to your audience. Whether it’s an insightful blog post, an engaging video, or an eye-catching infographic, great content can significantly boost your campaign’s effectiveness. Remember, content that adds value to your audience’s lives is more likely to be shared, expanding your reach organically.

5. Measure, Learn, and Adapt

The digital marketing landscape is continuously evolving, and so should your campaigns. Set up robust analytics from the start to measure your campaign’s performance against your objectives. Track key metrics such as engagement rates, conversion rates, and ROI to understand what’s working and what’s not. Use these insights to refine your strategies in real-time and inform future campaigns. Embrace a culture of testing and learning, and don’t be afraid to pivot if something isn’t working.

Wrapping Up

As a marketing leader, your role in campaign planning is crucial. By starting with a clear objective, deeply understanding your audience, leveraging cross-channel integration, focusing on content quality, and continuously measuring and adapting your strategies, you can set your campaigns up for success. Remember, the best campaigns are those that not only achieve their marketing objectives but also resonate deeply with the target audience, building lasting connections and driving business growth.

In this fast-paced digital age, keeping these tips in mind will ensure that your marketing campaign planning is not just a process but a strategic pathway to achieving your business goals. So, roll up your sleeves, apply these insights, and watch your marketing campaigns thrive. Here’s to your success in creating impactful and memorable marketing campaigns!

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

In the latest episode of the SmartSuite Showcase, hosted by Nate Montgomery, we delve into the transformative capabilities of SmartSuite for businesses looking to streamline their contract management and invoicing processes. This guide offers an insightful exploration into leveraging SmartSuite’s powerful features to optimize your business operations, enhance collaboration, and significantly improve cash flow.

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

Welcome, tech enthusiasts and productivity seekers! This blog post is going to serve as your detailed guide through the brilliant labyrinth known as SmartSuite. Whether you’ve just leaped into this no-code tool or already dipped your toes but require a refresher due to its dynamic nature, you’ve come upon the perfect resource. Let’s embark on this journey together to harness the full potential of SmartSuite.

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A Friendly Tone for a Robust Tool

We aim to guide you through all the intricate core components that make SmartSuite a fundamental part of automating your workflow.

For those of you cultivating an interest in no-code automation—congratulations on discovering a transformative skill set!

Now that you’re all set, let’s dive into what makes SmartSuite the smart choice for 2024.

The Grand Tour of Your SmartSuite Dashboard

Upon logging into your SmartSuite for the first time, you’re greeted by your personalized dashboard that exudes a sense of welcome and security. It’s a personalized digital workspace just for you, complete with your photo and profile details.

Immediately grabbing your attention are the ‘solutions’—essentially sophisticated databases tailor-made to suit your business requirements. Depending on your permissions, these solutions offer a level of customizability and control that adapts to your role within your organization.

Imagine you have access to an ultra-smart filing cabinet, where each drawer contains a world of connected and interdependent data—this is what SmartSuite feels like when you navigate through its solutions.

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The Solution is in the Tables

Take a leap into any solution and you find yourself amongst several tables or tabs, each a unique dataset waiting to be mastered. In our sales example, we encounter a trifecta of datasets: accounts, contacts, and our pipeline—all comprehensively listed out in a grid view reminiscent of spreadsheets, but oh so much more powerful.

Every row? That’s a story—an individual record. Every column? It’s a field—a placeholder for each chapter of the story. It’s here that the magic of field types comes into play, where data specificity ensures that everything sits right where it needs to be.

A Kaleidoscope of Views

Switching up perspectives is a breeze in SmartSuite. While traditional grid views offer familiarity, it’s the diverse range of views that elevates your data visualization. Card views, kanban, calendars—you name it, SmartSuite showcases data in a multitude of dimensions to suit every analytical taste.

Envision wanting to personalize contact records with more than just text; drag and drop a profile image into the newly minted ‘Profile Pic’ field and witness each contact come to life visually!

Automating Excellence

Let’s talk about SmartSuite’s pièce de résistance—automation. This is where you command tasks to execute themselves based on specific triggers and actions, making manual effort a relic of the past. Have a pipeline stage marked as ‘Deal Won’? Automate a celebratory email or a Slack message to rally the troops.

Creating an automation is as simple as clicking on ‘Automations’ and setting the stage for what triggers the sequence and the subsequent actions that follow. SmartSuite doesn’t just facilitate automation; it empowers you to weave a digital tapestry that performs seamlessly behind the scenes.

The Ride Doesn’t End Here

We’ve zipped through the essentials of SmartSuite at quite the pace. But remember, this is just the tip of the iceberg. The true beauty lies in experimentation—testing, tweaking, and tailoring SmartSuite to become the faithful engine that powers your business strategies.

Until next time, keep on building and automating with SmartSuite. And remember, your journey to no-code efficiency starts with the simple step of getting acquainted with all the tools at your disposal.

To experience the future of work management  firsthand, start your free SmartSuite trial today!

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

In the latest episode of our series, Jeff takes us on a journey through a revolutionary technique that is set to transform the way we extract information from linked record sets. Traditionally, working with linked tables has been straightforward, but limitations arose when attempting to filter results based on specific conditions. In this episode, Jeff unveils a game-changing approach to overcome these challenges and unlock the full potential of your data.

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Breaking the Chains of Limitations

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Historically, accessing information from a linked table has been a linear process, with little room for nuanced filtering. Jeff delves into the intricacies of this common hurdle and introduces a technique that breaks down the barriers, allowing users to retrieve the earliest value from a linked record set. This opens up a world of possibilities for optimizing workflow and enhancing productivity.

Practical Example

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To make things tangible, Jeff walks us through a practical example that demonstrates the power of this technique. Imagine efficiently retrieving the latest version of a deliverable or swiftly identifying the next incomplete task assignee. By applying these powerful formulas, users can streamline their processes and gain insights that were previously elusive.
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Optimizing Your Workflow

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The heart of this technique lies in its ability to optimize workflows. Jeff showcases how incorporating this method can drastically improve efficiency, ensuring that you spend less time searching for information and more time acting on it. Whether you’re a project manager, data analyst, or anyone dealing with linked record sets, these insights are bound to elevate your workflow to new heights.

Enhancing Productivity

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In a world where time is of the essence, productivity is key. Jeff emphasizes how adopting this game-changing technique can significantly enhance productivity by simplifying data retrieval and analysis. The ability to quickly pinpoint the information you need is a game-changer in any professional setting.

Jeff’s insights are invaluable for anyone looking to harness the full potential of linked record sets. Whether you’re a seasoned professional or just starting with databases, this episode is a must-watch. Don’t miss out on the opportunity to revolutionize your approach to data retrieval—watch now and unlock a new realm of possibilities.

To experience SmartSuite’s key benefits for yourself, start a free trial today and explore its intuitive work management platform.

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

You’ve likely come across Smartsuite, our generous sponsor for this discussion. Smartsuite shines when it comes to streamlining your work life by organizing data and tasks. But there’s a question that’s been on many of your minds—can Smartsuite keep up with the document chaos we face every day? From notes to meeting agendas and those unending ideas we jot down, it’s essential for a work management tool to handle it all. Good news: With Smartsuite, you’re well-equipped for this challenge.

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In this blog post, we’re exploring three varied strategies to bring order to your document anarchy using Smartsuite, tailored for different levels of use—from casual to serious document wranglers. So, buckle up; we’re diving headfirst into a journey that’ll reshape the way you handle your workflow documents in Smartsuite.

Before we roll up our sleeves, a heads-up—if you don’t have a Smartsuite account, snag one using the affiliate link in the description below. Now, with access credentials in hand, let’s crack on!

The Casual Approach: Comments for the Win

The easiest path for beginners requires zero tweaks to your Smartsuite interface. Navigating to any task or project where you’re working, you’ll notice a chatty little messaging icon waiting for your click. Behold the golden gateway to Smartsuite’s Communication Center.

Here’s where the magic happens. Utilizing the robust commenting tool, begin typing your thoughts, ideas, and notes. With these comments visible to team members who have access, you’re not only creating a log of shared knowledge but fostering a culture of collaboration.

“Put your notes where the work is actually happening.”

If you prefer the express lane, make the open comments visible from your overview grid. A single click brings the conversation right to your fingertips. Remember, simplicity often breeds productivity.

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The Intermediate Route: Meeting Templates

Feeling ambitious? It’s time to introduce Smartsuite’s solution templates to your workflow. Let’s scout the template library for a team meeting structure that resonates with your needs. These templates are packed with ready-to-go features like dynamic agenda tracking and participant roles, saving you the trouble of starting from scratch.

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Once the template is activated, customize it to your heart’s content. Prioritize and fill sections crucial to your operations: general info, discussion topics, and my absolute favorite—the notes, actions, and outcomes section, affectionately dubbed the ‘smart document’.

This particular marvel is Smartsuite’s version of a text field on steroids, with rich text editing capabilities, and slots in rather neatly into your meeting setup.

The Power User’s Playground: A Dedicated Notetaking Database

Dare to go full throttle with personal knowledge management? For the ardent notetakers out there, crafting a stand-alone notetaking solution within Smartsuite could be your crowning achievement.

Unlike the predefined solutions, you might need to don your architect hat and build from the ground up. The key lies in creating a flexible yet powerful personal journal system that links notes to broader topics, ensuring that every scribble contributes to your ever-expanding wisdom repository.

Be ruthless in this setup—scrap superfluous fields and commands that don’t serve your cause. Choose to auto-generate note titles for efficiency, or relish in the control that custom fields afford, tailoring your templated prompts and reflection spaces precisely.

Within this fortress of knowledge, convene your thoughts under different subjects or projects. Kiss goodbye to disjointed note collections and say hello to interconnected intelligence.

Wrapping Up Your Notetaking Odyssey

The real beauty of Smartsuite’s approach to documents lies in its seamlessness—comments, smart documents, and a full-fledged notetaking system exist alongside your other data. They’re not siloed in a far-off digital library but integrated into your daily tasks and reports, empowering you to take immediate action.

If this primer on the expansive world of Smartsuite document management spiked your interest, I believe we’re just scratching the surface. More deep dives and specialized tutorials could be on the horizon, so if you’re keen on a particular aspect, drop a comment below.

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If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.

Our view at Stack - You definitely can't pigeon-hole SmartSuite as it does so much! It's a collaborative work management platform that enables teams to plan, track, and manage workflows, projects, and everyday tasks. With features like automations, integrations, and AI capabilities, it streamlines work processes and empowers teams to achieve their goals. It's also available in 15 languages.

At SmartSuite, we are dedicated to innovation that better equips and empowers our customers. Read on to see all the powerful features our product and engineering teams have been diligently working on as well as the upcoming events we have in store!
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View Full Release Notes

Product Updates

Automations: Use Outputs of a Single Find in Other Actions

Automation’s Find Action has a new configuration option, allowing you to return a single record (whose values can be used in subsequent actions) or a list of multiple records.
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Learn more

Automations: Merge Records Action

The record merge action seamlessly consolidates records, detecting duplicates and updating a single record with the latest information. You can automatically de-duplicate contact records, consolidate task updates and more.

Learn more

Automations: Clear / Append / Replace

Field updates in automations have been enhanced to support the update action type, allowing you to append, replace, or clear existing value(s) for specific fields.
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Learn more

Show / Hide Tables

You can hide any table you don’t access regularly or that you might only use to link other Tables together. Simply click on the Table dropdown and “Hide Table.”

Learn more

Record Section Descriptions

Sections can now have their own descriptions with up to 750 characters of text to describe the fields they contain. Educate your users, provide instructions or describe the workflow supported by the section.

Learn more

View Descriptions

You have the option to include descriptions for Views, which can either appear as icons to the right of the View name or be displayed below the View name when clicked for increased visibility.
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Learn more

Record Cover Image

Enhance the visual appeal of your data by adding cover images to records. You can select cover images from existing File and Images fields, making it easy to provide a visually engaging experience for your users as they navigate records.
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‍Learn more

New Formula Functions for Related Records

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Formulas have been enhanced with functions to sort related records and return their values in a list. These new functions work with Linked Record, Sub-Item and Checklist fields and include RELATED_RECORD_SORT(), TOP() and GET_LIST().

‍Learn more

Formula: Time Tracking Log as a Nested Field

Use SmartSuite’s dot notation syntax to access Time Tracking Log field information, including reporting user, date and time value. Time Tracking Log fields now act like Linked Records, allowing you to retrieve information with all list-handling functions.
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‍Learn more

Grid View: Editable Dependency Sub-fields

The Dependency Field’s Predecessor and Successor information can now be displayed independently in grid, allowing you to edit and interact with them in the same way you would a Linked Record.

Learn more

Make Enhancements

SmartSuite’s Make connector has been enhanced to add Advanced Settings to the Updated Records triggers, allowing you to specify field values (and optional changes) that will trigger the scenario. Also reference fields (like Linked Record) give you the option to use their text value or their SmartSuite Id, making it easier to configure advanced workflows.

‍Learn more

What’s Coming Soon

• Basic math calculations in automations
• Ability to hide fields in Record Page
• Folder permissions
• Filter widgets in dashboards

View Our Product Roadmap

Upcoming Live Events & Trainings

Bi-Weekly: Getting Started with SmartSuite Workshop | Upcoming dates: March 12 & 26, April 9 @ 8:00am PT

Are you new to SmartSuite or simply want to explore its full potential? In this interactive webinar, our team will provide a step-by-step walkthrough of how you can start building smarter workflows in SmartSuite immediately!

Register here
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Empowering Efficiency: Combining Make & SmartSuite to Manage Company Resources Wisely | March 20th @ 8:00am PT

Discover the transformative power of combining Make and SmartSuite to manage your company resources wisely.

Featuring:
• Insider Perspectives & Interactive Q&A: Direct from the CEOs about their vision and the power behind Make and SmartSuite.
• Dynamic Demos by Gareth (GAP Consulting, no-code and automation expert) covering:
• Automated Social Media Flow: From drafts to automated post creation.
• Streamlined Billing Process: Effortlessly create, track and send invoices based on time logs.

Register here
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Partner Spotlight Webinar: Pistos Compliance Tracker: Automated Regulatory Compliance & CISO-as-a-Service Built on SmartSuite | March 27th @ 8:00am PT‍
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Join Peter Sfoglia and Jon Darbyshire as they discuss Pistos’ leadership, SmartSuite integration, and the power of Pistos in simplifying compliance with its Compliance Tracker. Explore live demonstrations, learn about additional services like Fractional CISO, and engage in a Q&A with the experts.

Register here

Live SmartSuite Monthly Training Classes & Free Certification Opportunity | March 28th, April 25th, May 30

This comprehensive 3-part training includes:

• Comprehensive overview of SmartSuite as a platform, along with key functionality training tailored for end users.
• Deep dive into SmartSuite, gaining insights into its building blocks and discovering how to implement effective solutions for your teams.
• Our Recommended Certification session, featuring a live, free certification exam test to earn a SmartSuite Certification of your choice

If you are interested in attending our live training, you can access the registration request form here.

Have questions? Join our Daily Office Hours!
‍Get all your questions answered live by an Onboarding Specialist during our Daily Office Hours Monday-Friday at 9:00 am PT —or simply join to learn how others are finding value in SmartSuite.Your SmartSuite Team

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  Community  |  Academy |  SmartSuite.com  |  Product Roadmap | Webinars 

If Smartsuite is of interest and you'd like more information, please do make contact or take a look in more detail here.

Credit: Original article published here.