Emma Montgomery

Onboarding Specialist

Emma Montgomery is an Onboarding Specialist at SmartSuite, working directly with customers to implement and customize SmartSuite solutions. Emma ensures each customer’s workflows, reporting, and automations are efficient and effective. Emma offers live consulting sessions to answer questions, discuss best practices, and assist with complex implementations. She has consulted hundreds of customers, helping them create successful no-code implementations and watching their businesses thrive with SmartSuite.

All articles by Emma Montgomery (-)

Real Estate Investing Abundance: What Does the Future of Real Estate Automation Look Like?
Podcasts

Real Estate Investing Abundance: What Does the Future of Real Estate Automation Look Like?

The podcast episode embarks on a fascinating exploration of the future of real estate automation. Discover how SmartSuite's cutting-edge features are shaping the landscape of the real estate industry. Jon Darbyshire sheds light on how automation is revolutionizing property management, enhancing operational efficiency, and reshaping the way businesses operate within the real estate realm.

7 minutes

Emma Montgomery

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What's New in SmartSuite: April 2023 Edition
What's New

What's New in SmartSuite: April 2023 Edition

Explore the exciting product updates we released this month including Conditional Forms, Document Designer updates, Communication Center updates, and My Work for Guests. Check out our community happenings below and valuable resources to help you get the most out of SmartSuite!

15 minutes

Emma Montgomery

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Building a Strong Foundation: Finance and Executive Teams Collaborate to Create and Monitor Budgets
Finance

Building a Strong Foundation: Finance and Executive Teams Collaborate to Create and Monitor Budgets

Finance and executive teams are responsible for creating and monitoring the financial performance of an organization. In this blog post, we'll explore how SmartSuite can help finance and executive teams work together more effectively to create and monitor budgets.

10 minutes

Emma Montgomery

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Working Together: How Customer Support and Sales Teams Collaborate to Improve Customer Retention
Customer Success

Working Together: How Customer Support and Sales Teams Collaborate to Improve Customer Retention

Customer retention is critical for any business, and it depends heavily on the collaboration between Customer Support and Sales teams. In this blog post, we'll explore how SmartSuite can help Customer Support and Sales teams work together to improve customer retention.

Emma Montgomery

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SaaS Origin Stories: Why This SaaS Founder Doesn’t Use Paid Marketing
Podcasts

SaaS Origin Stories: Why This SaaS Founder Doesn’t Use Paid Marketing

Welcome to a captivating episode of SaaS Origin Stories, where host Phil engages in an insightful conversation with Jon Darbyshire, the visionary CEO of SmartSuite. In this episode, we dive deep into the remarkable journey of SmartSuite, a platform designed to revolutionize how businesses manage workflow and foster collaboration across all organizational levels.

9 minutes

Emma Montgomery

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A Match Made in Heaven: How SmartSuite Brings Sales and Customer Success Teams Together
Customer Success

A Match Made in Heaven: How SmartSuite Brings Sales and Customer Success Teams Together

Sales and Customer Success are two critical functions for any business, and their success is interdependent. In this blog post, we'll explore how SmartSuite can help Sales and Customer Success teams work together more effectively.

8 minutes

Emma Montgomery

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The Scale Up Show: Crushing Market Leaders One Referral at a Time
Podcasts

The Scale Up Show: Crushing Market Leaders One Referral at a Time

Dive into the intriguing world of business innovation, growth strategies, and the incredible success story behind SmartSuite's rise to prominence. Join us as we uncover the blueprint that Jon Darbyshire employed to create a thriving B2B venture that's changing the way businesses manage data and processes.

10 minutes

Emma Montgomery

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Breaking Down Silos: How SmartSuite Encourages Collaboration between Sales and Marketing
Marketing

Breaking Down Silos: How SmartSuite Encourages Collaboration between Sales and Marketing

In this blog post, we'll explore how SmartSuite can help break down the silos between sales and marketing and foster collaboration. With over 200 best-in-class process templates, SmartSuite offers the tools and resources necessary to support both sales and marketing teams.

12 minutes

Emma Montgomery

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What's New in SmartSuite: March 2023 Edition
What's New

What's New in SmartSuite: March 2023 Edition

Introducing Document Designer for easy document creation, enhanced Communication Center for emails, Data Schema Widget to visualize data relationships, improved shared solutions, new integrations with Google Drive, HubSpot, Jira, and Microsoft Teams, Bulk Actions in Cells for efficient data handling, Automation History Logs, and Member Directory control for selective profile display.

20 minutes

Emma Montgomery

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Featured Writers

Peter Novosel

Peter Novosel

Co-Founder & Head of Product
Nate Montgomery

Nate Montgomery

Solutions Engineer
Artem Kunytsia

Artem Kunytsia

Product Manager

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