George B. Thomas explains how SmartSuite works alongside existing CRMs in regulated industries. Mature teams stuck with legacy systems and rigid ERPs can use SmartSuite as a flexible layer to fill workflow gaps without replacing their current tools.
Chapters
Questions. Charlie says our industry requires a lot of compliance, so we are stuck using a 40 year old serum and there's no competition in this market. Is this salesforce? I think that's a challenge that a lot of mature teams have. Right. We're inheriting legacy systems. We are in a regulated industry. We have compliance requirements. But that's why having these kinds of tools in your back pocket can be a nice way to work around them. So we for work management software, I see people coming into this space from two angles. Either you don't really have a lot in place or you have such a structured tool, you have an erp. You have something you're kind of forced to use and it struggles to adapt when you've got things that need to move quickly. And regardless of which extreme you're on, these kind of work management tools like SmartSuite can be a really great kind of multi tool to help you plop into any workflow that doesn't have sufficient support from technology and have a more agile approach, even if it just supplements what you track in your CRM.