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DocFinity vs Smartsheet: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DocFinity vs. Smartsheet is based on a specific set of business needs and context. The comparison uses 14980 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DocFinity and Smartsheet

DocFinity belong to a category of solutions that help Content Management Systems, whereas Smartsheet belong to a category of solutions that help Collaboration and Productivity. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

DocFinity covers Sales Document Management, Workflow Management, Content Management, Collaboration, etc.

Smartsheet focuses on Collaboration, Workflow Management, Sales Document Management, Content Management, etc.

"Our role is to help them become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to ...make a difference. " - Shelley B

"Using Smartsheet and features like Control Center, the team has visibility into product development like never before. At any given time, they know exactly what each person is working on, when the product is being assembled, when it’s leaving the fa...ctory, and when it is arriving. " - Steve Sawyer

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo DocFinity

Focus area

Software Failure Risk

  • low

logo Smartsheet

Focus area

Smartsheet is better than DocFinity for

Software Failure Risk

  • medium

About

DocFinity: ROOT YOUR PROCESSES IN A BETTER ECM SOLUTION

The dynamic workspace that moves the business forward

Financials

PRIVATE

SERIES F

Business Need

Total Processes
(we found evidences for)

21

96

Total Goals
(we found evidences for)

6

15

Top Processes

Evidences indicate better relative satisfaction


sales document management

contract management





helpdesk management


communication management

sending & publishing communications


account management



engagement management

engaging and following up


contact list management


lead qualification

lead qualification: technographic


training & onboarding


campaign monitoring


campaign analytics


campaign management

campaign monitoring

campaign analytics


products & pricelist management




conference call management


calendar management



measuring customer satisfaction


customer feedback management

measuring customer satisfaction


generation of new leads


meeting management



sales call management

meeting management


business development



creating knowledge base


knowledge management

creating knowledge base


performance management





competitive intelligence


social media analytics


monitoring social media


social media management

social media analytics

monitoring social media


sales review & feedback


create learning path


courses & assessment

create learning path




billing and invoice management


rating and review management


trade show marketing



international marketing





promotion management


pipeline management


follower management


relationship management


license management




discount management



Top Goals

Goals Achieved

  • Scale best practices

  • Enhance customer relationships

  • Improve efficiency

  • Increase sales & revenue

  • Improve ROI

  • Acquire customers

  • See 3 more
  • Improve internal communications

  • Acquire customers

  • Launch new products

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Improve visibility

  • Improve ROI

  • Improve efficiency

  • Grow market share

  • Enter new markets internationally or locally

  • Manage risk

  • Improve digital and social presence

  • Improve stakeholder relations

  • Shorten ramp up time

  • See 12 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • website

  • mobile

  • video

  • user generated content

  • blogs

  • on premises

  • trade shows

  • point of sale

  • events

  • social media

  • chat

  • promotions

  • Skype

  • games

  • mobile app

  • Facebook

  • Slack

  • display advertisement

  • See 18 more
  • e-mail

  • phone calls

  • offline

  • website

  • mobile

  • video

  • user generated content

  • blogs

  • on premises

  • trade shows

  • point of sale

  • events

  • social media

  • chat

  • promotions

  • Skype

  • games

  • mobile app

  • Facebook

  • Slack

  • display advertisement

  • See 18 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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low

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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Business Setting