CRM & System Integrations

The handover from sales to delivery is where projects go wrong.

A deal closes in Salesforce. Someone copies the client name, the scope, the key dates, and the contact details into a spreadsheet, an email, or a project sheet. Then someone else picks it up, realises the information is incomplete, and goes back to the CRM to check. Meanwhile the client is waiting.

This gap between your CRM and your delivery operations isn't just inefficient. It's where things get missed.

I connect Smartsheet to Salesforce and other business tools so that the moment a deal closes, the right information flows automatically into the right place. No manual copying. No missing fields. No delay between the sale and the start of delivery.

What this looks like in practice

• A Salesforce to Smartsheet handover that creates a project sheet automatically when an opportunity closes
• Bi-directional sync between Smartsheet and Salesforce so project status stays visible in both systems
• Data Shuttle workflows pulling data from external sources into Smartsheet on a schedule
• Multi-system workflows connecting Smartsheet to other tools in your stack

What you get

A clean, automatic handover from sales to delivery. Data that flows between systems without anyone copying it. And a delivery team that starts every project with the full picture already in front of them.