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Sertifi vs Smartsheet: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Sertifi vs. Smartsheet is based on a specific set of business needs and context. The comparison uses 15707 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sertifi and Smartsheet

Sertifi, DocVerify, SignWell, etc., belong to a category of solutions that help Digital Signature, whereas Smartsheet, Egnyte, TeamViewer, etc., 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.

Sertifi covers Sales Document Management, Workflow Management, Collaboration, Engagement Management, etc.

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

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 Sertifi

Focus area

Sertifi is better than Smartsheet for

Software Failure Risk

  • low

logo Smartsheet

Focus area

Smartsheet is better than Sertifi for

Software Failure Risk

  • medium

About

Sertifi | A Leader in Frictionless Business

The dynamic workspace that moves the business forward

Financials

PRIVATE

SERIES F

Business Need

Total Processes
(we found evidences for)

27

96

Total Goals
(we found evidences for)

6

15

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management




engagement management

engaging and following up



communication management

sending & publishing communications


rating and review management


training & onboarding


revenue cycle management


generation of new leads




knowledge management


products & pricelist management


lead qualification

lead qualification: technographic


helpdesk management


campaign monitoring


campaign analytics


campaign management

campaign monitoring

campaign analytics



conference call management


calendar management



creating contact list


contact list management

creating contact list


measuring customer satisfaction


customer feedback management

measuring customer satisfaction


meeting management



sales call management

meeting management


business development


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


trade show marketing



international marketing





promotion management


pipeline management


follower management


account management


relationship management


license management




discount management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve consistency

  • Improve digital and social presence

  • 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

medium

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medium

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Business Setting