Smarter training adjusted to suit your real needs

At Smarter Business Processes we offer a wide variety of Smartsheet training courses and packages.

Learn More

Our team of certified consultants provides training and remote support to clients around the globe, improving their Project Management, Workflow and Process Management.

Smarter Business Processes is Cyber Certified

Emma Stevens

Office Manager

Emma has 27 years of financial and customer experience and brings processes and order to our office.

Emma's customer service knowledge ensures all of our clients office enquiries are dealt with professionally, efficiently and quickly. She will leave no stone unturned to get to the bottom of a query!

When not at her desk Emma enjoys spending time with her husband and daughter as well running Brownies and Rainbows for Girlguiding UK in her local area.

Etienne Mermillod

Software Development Manager

Etienne is a seasoned ASP.NET Core Full Stack Developer. He takes great pride in building world-class applications while carefully considering the needs of its users and ease of use.

Originally from France, Etienne now calls Canada Home, where he is part of SBP Canada as a member of the API Solutions Development Team.

Etienne is a well-seasoned traveler and has visited many countries where he usually takes the path less traveled in order to backpack around and soak in the local cultures.

When not coding away, you may expect Etienne to be playing with his huge and fluffy dog Indianna or gaming away on League of Legends

David Bower

Smartsheet and AppSheet Consultant

David is an experienced Smartsheet Consultant, Customer Care Specialist and Client Account Manager.

In his spare time, David plays guitar, is learning to ride a motorcycle and, when it’s not too cold, can often be found tinkering in the garage. He also intends to learn to play the piano too - one day

Debbie Sawyer

Chief Smartsheet Solutions Officer (CSSO)

BSc (Hons) Computing, ITIL Foundation, Smartsheet Certified User, Aligned Sales Certified and Professional Services Certified.

Seasoned Smartsheet consultant and Training professional, Debbie’s creativity, attention to detail, willingness to deliver solutions to fully meet customer requirements and her personable manner earn her excellent client feedback.

When not working, Debbie likes to relax by spending quality time with her family. Living in the New Forest sees her taking many walks through the woods and down to the sea fronts at Lepe and Calshot. Debbie is also a keen hula hooper and has been hooping now for more than 7 years! She owns at least 10 hoops and enjoys a great workout helping her friend to run a hula hoop fitness class.

Dr James Harris

Chief Technology Officer

An experienced IT professional, James has worked for software companies as a Programmer and Test Analyst. He also has extensive experience as a Finance Manager. James brings an attention to detail and flair for problem solving to every project.

Outside of work, James writes comedy, and has had many television credits over the past couple of decades on shows such as Horrible Histories and Russell Howard's Good News. He retains a burning ambition to be as funny as his wife and daughter.

Ph.D. Biochemical Physics, IT and Accounting professional.

Gwen Rymill

Communications Director

Co-founder of Smarter Business Processes, Gwen’s multi tasking roles include ensuring our clients receive the very best in customer care, while responsible for sales and marketing and partner liaison. Just don’t expect to get the cup of tea she promised you!

Away from work Gwen enjoys cycling, pilates, tap dancing and just loves baking.

Richard Rymill

CEO

Co-Founder and Lead Consultant, Richard set up SBP in response to worldwide demand from businesses wanting to implement their own Smarter Business Processes. His rapidly expanding team of experienced Smartsheet and AppSheet Consultants and Trainers share the company's values of achieving improved efficiencies and collaboration by putting people first and releasing them from unnecessary repetitive activities so they can enjoy their work again and focus on what matters to them.

When not at his desk, Richard can be found cycling, swimming and when the opportunity permits, sailing and flying.

Team Sales Leads

A Suite of Three Sales Marketing and Support Apps using a common database

Ideal for Companies Selling a wide range of Goods and Services to property owners e.g. Glazing, Solar, Decking, Property Remodelling, Kitchens, Water treatment etc.

 

  1. Sales Leads Entry & Qualifying

Sales leads arrive via online form data entry, ready for qualification and appointment setting in one spreadsheet for easy access and progression from lead to Sale.

Two Views to manage Leads – New Leads and Follow Up Calls

  1. Assign and Dispatch
  • Sales manager releases all the assign leads at a specific time
  • Qualified Leads allocated to appropriate sales teams
  • Sales teams are able to see all the sales leads released to them.
  • Sales Team Calendars – Sales leads in Date and time order
  • View the location of the sales lead on a map view
  • Each appointment notes client’s requirements and budget
  • Map pins show locations and driving instructions
  1. Sales & Site Evaluation
  • Site Survey and questionnaire establishes requirements, building a detailed quotation for sign off and installation, delivery or later follow up.
  • Site survey will capture information essential for installation
  • Questionnaire specific to the Industry & Company standards
  • Sales teams use mobile device to capture photos, measurements and client needs
  • Sales Quotation or Contract calculated immediately, signed on the App screen and emailed to the client while on the client’s premises.

Deliverables

  • 3 User Apps, One for each activity providing unique Login Views
  • Data Tables in Smartsheet (or Excel or Google if preferred)
  • Smartsheet Report :- To Do List for Sales manager
  • Smartsheet Report :- To Do Lists for Telemarketers
  • Smartsheet Report :- To Do Lists for sales follow ups
  • Smartsheet Report :- Leads Source Success details

Setup includes allowance for Two days (16 work hours) to Walk through the Leads to Sales solution with the client’s senior managers to Map and ideally improve their existing Sales processes, driven by this user friendly easily managed suite of Apps.

We will help the client to manage expectations of the software and ensure that they understand the commitment required to achieve success, which will include user training videos.

Two further Consultancy days allocated to modifying standard App to include Client specific wording, product description and pricing, access to supportive PDF ref materials or Video to aid the sale.

Client Choices and modifications available within the standard price.

For example:-

  1. Changing display names of fields to adopt the client’s terminology
  2. Changing drop down box values not dependent upon the values in them for logic decisions
  3. Client may choose from a number of Appsheet provided colour themes
  4. Database setup for the Client, for adding and updating the SalesPerson table with their contact numbers, addresses and email addresses
  5. Setup user access to each app and apply security filters
  6. How To….. Videos following the business processes for the role with the Leads to Sales solution suite.
  7. How To …. Quick cheat sheets for each of the basic processes using the new system.”

Price:
Upfront cost £3000 – $4000 for the full three App system * –  customisation is available for an additional charge based on requirements
Monthly User Support & Licenses – £3.00 / $5.00 per user per month –  Minimum rolling 3 month contract (=VAT for EU cients, no sales tax for USA Clients)

Additional Consultancy days available at £750/ $1000 as required.
Personalised training sessions of 1½ hrs each available as one to one
or one to many as required. Cost £150 / $250 each + set up fee.

Arrange your Free Initial Consultation to review your Team App requirements – we’d love to hear from you.