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Automating Beyond the Sheet with Bridge by Smartsheet

Ingrid Nylander & Tony LucasProduct Manager & Director - Bridge

Go-do example

Application ExplosionEnterprises typically use more than 1400 applicationsEmployees on average use 36 different applications

Getting work done today

Step 1: Identify a goal

Step 2: Gather information

Step 3: Manipulate data

Step 4: Analyze the resulting information

Step 5: Decide how to achieve your goal

Step 6: Achieve your goal!

Current solution

Simple integration that moves and synchronizes data from system to system

Complex custom integrations that require teams with developers and business analysts, self-hosting and lots of time to create and maintain

vs.

A way to achieve more

Step 1: Identify a goal

Step 2: Gather information

Step 3: Manipulate data

Step 4: Analyze the resulting information

Step 5: Decide how to achieve your goal

Step 6: Achieve your goal!

Step 2: Gather information

Step 3: Manipulate data

Step 4: Analyze the resulting information

Step 5: Decide how to achieve your goal

What is Bridge?

Bridge lets non-developers visualize and automate repetitive processes using multiple applications, so they can focus on achieving more.

Use case 1: contact enrichment

Problem➤

Solution➤

Bridge can automatically enrich new form submissions with additional background data (name, company, role, location) through an enrichment service, and avoid asking additional questions

Demonstration➤

Sarah works in demand generation and is unhappy with the conversion rate of the contact form on her site, and is concerned it might be because she is asking too many questions, but still need the information from the form to score leads correctly

Use case 2: sales lead allocation

Problem➤

Solution➤

Demonstration➤

MBFCorp gets lots of inbound sales leads. They need to be assigned to the most appropriate contact for follow up, this could be for an existing customer, a potential strategic target, or out to a regional sales rep. Currently this is all done manually and leads to delays in responding to customer interest.

When a new lead is created, Bridge can automatically check against multiple different services (e.g CRM, Geocoding) and make decisions on routing it, existing customer, strategic target or geographic area.

Use case 3: weather alerting

Problem➤

Solution➤

Demonstration➤

Megan works for a telecoms firm with thousands of mast installations across the USA. She allocates out work crews to maintenance tasks but is often frustrated by teams being unable to complete their work due to it being unsuitable weather for climbing masts.

Megan now has a sheet which she can simply add locations to, which is then automatically kept up to date with the next 7 days weather, and a dashboard which highlights any risks for her, that she uses to re-allocate crews in advance

Use case 4: translation

Problem➤

Solution➤

Provide automatic translation capabilities directly within a sheet, allowing manual content overrides by human translators as required

Demonstration➤

Dave manages the localization of content for his company, and is constantly playing catch up as he has to manage the translations being done in 10 different languages, he needs to find a way to become more efficient as he’s overworked and unhappy.

Use case 5: acronym finder

Problem➤

Solution➤

Demonstration➤

New employees can often find new terms and acronyms confusing and hard to understand, and the terms continue to change and evolve as businesses grow.

Enable employees to easily search for acronyms via messaging, and request additional ones as needed, creating a self populating knowledge base

Recap

Connect multiple solutions together

Trigger workflows from or to sheets

No coding required

Now in limited beta

Want to know more?

Talk to us at the ‘Extending the Smartsheet Platform’ booth