Smartsheet
280 Case Studies
A Smartsheet Case Study
PTC, a global technology company with 6,000+ employees, needed to simplify and speed up marketing operations. Its DXE team faced fragmented systems, disjointed processes and duplicate data entry that made campaign intake, planning and execution slow, error-prone and hard to track.
PTC built an end-to-end Smartsheet solution—standardized intake forms, a master activity tracker, automated workflows, executive and team dashboards, and integrations (DataMesh, Dynamic View, Slack/Teams)—to consolidate workflows and surface real-time data. The rollout cut campaign planning and execution time by 30% (about a month of work per year), saved roughly 40 hours quarterly on intake, and created a single system of record for better planning and year‑over‑year insights.
Deveney Kowalczyk
Senior Marketing Automation Specialist