Case Study: Convergint speeds processes and improves customer service with Smartsheet

Convergint cuts accounts receivable collection by 23 days with Smartsheet

Convergint, a large security integrator, faced challenges with manual processes and disparate systems that hindered visibility and collaboration, impacting customer service. To address this, they implemented the Smartsheet work management platform to create a single system of record and streamline their operations.

Using Smartsheet, Convergint centralized customer data, automated workflows like accounts receivable tracking and project approvals, and created dynamic dashboards for reporting. The solution delivered significant results, including reducing accounts receivable collection time by 23 days in one region, cutting project approval times from over a week to two days, and enabling quarterly business review preparation in one hour instead of a week. Smartsheet provided greater data accuracy and professionalism, strengthening customer trust.

Convergint