Smartsheet
416 Case Studies
A Smartsheet Case Study
Alluvionic, a project and process management provider, needed to overhaul its manual and fragmented customer-journey processes to boost customer retention. Their challenge was a lack of visibility into customer data and a centralized platform for collaboration, with tools like CRM being too expensive for broad access. They turned to the Smartsheet platform for a solution.
Using Smartsheet, Alluvionic automated workflows for customer interactions, feedback surveys, and internal processes like onboarding and invoicing. The platform also became their centralized intranet. This Smartsheet implementation saved an estimated 100 personnel-hours annually on customer surveys alone, improved process efficiency, and directly supported their strategic goal of increasing customer retention through faster, more responsive customer management.