Accelerate client delivery with Intelligent Work Management

Manage pipeline

Gain complete visibility into your services pipeline.
 

  •  Track new opportunities and upcoming work to align capacity and hiring plans
  • Focus delivery on the most profitable and strategically aligned projects 
  • Integrate pipeline data to ensure smooth handoffs and on-time project starts

     

Read the Iron Mountain story 

multiple devices showing a Smartsheet dashboard, form, and timeline

 

FAQ

Consolidate opportunities from multiple systems into a single view. Real-time dashboards show upcoming engagements, capacity, and forecasted revenue.

Use scoring criteria such as revenue potential, strategic alignment, and resource availability to rank and prioritize opportunities.

Integrate with CRM and project systems to automatically convert closed deals into project plans, ensuring a seamless transition from sales to execution.

Automate updates and notifications so everyone — from sales to delivery — works from accurate, up-to-date information.

Additional resources

 

Ready to get started?

Watch a demo or request a live demo