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Smartsheet vs EssentialPIM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Smartsheet vs. EssentialPIM is based on a specific set of business needs and context. The comparison uses 14884 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Smartsheet and EssentialPIM

Smartsheet, EssentialPIM, 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.

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

EssentialPIM focuses on Sales Document Management with E-Mail, Lead Qualification with E-Mail, Collaboration, Calendar Management with E-Mail, etc.

"As soon as someone hits the submit button on a new project, all the data is pushed automatically into our active projects log, which is the master database for all projects. With Smartsheet, we can more easily get materials onsite and install the eq...uipment our customers need, on time. " - Scott Hubbell

"I have searched and tried many products to include Microsoft Notes and all the Outlook upgrades and utilities for over a year now. EssentialPIM Pro Portable has meet all my requirements keeping ALL of my PIM data synchronized correctly between my No...tebook (Outlook 2003) and my Pocket PC (Outlook Pocket PC) and allows me to keep my updated info with me on any PC I use from my Portable Drive. Thank you for the great product, keep up the Portable Applications and great products! " - David Sickmeier

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 Smartsheet

Focus area

Smartsheet is better than EssentialPIM for

Software Failure Risk

  • medium

logo EssentialPIM

Focus area

Software Failure Risk

  • medium

About

The dynamic workspace that moves the business forward

Personal Information Manager for Windows/Android/iOS users

Financials

SERIES F

PRIVATE

Business Need

Total Processes
(we found evidences for)

96

15

Total Goals
(we found evidences for)

15

1

Top Processes

Evidences indicate better relative satisfaction



workflow management


sales document management

contract management

proposal & quote management


content publishing


communication management

sending & publishing communications

tracking & monitoring communications


engagement management

engaging and following up


helpdesk management


campaign management

campaign monitoring

campaign analytics


training & onboarding


products & pricelist management




conference call management


calendar management



contact list management

creating contact list


customer feedback management

measuring customer satisfaction


generation of new leads


sales call management

meeting management


business development


knowledge management

creating knowledge base


performance management






competitive intelligence


social media management

social media analytics

monitoring social media


sales review & feedback


courses & assessment

create learning path




billing and invoice management


rating and review management


trade show marketing


lead qualification

lead qualification: technographic



international marketing





promotion management


pipeline management


follower management


account management


relationship management


license management




discount management



Top Goals

Goals Achieved

  • 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
  • Improve efficiency

Top Channels

Channels Used

  • e-mail

  • newsletter

  • offline

  • on premises

  • user generated content

  • blogs

  • promotions

  • See 4 more
  • e-mail

  • newsletter

  • offline

  • on premises

  • user generated content

  • blogs

  • promotions

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting