We are all extremely proud of what we have achieved at Tigersheet until 2020, and our latest honor gives us even more reason to celebrate. Tigersheet has won the prestigious 2021 Rising Star Software and 2021 Budget-Friendly Software Award from Software Suggest, a very popular B2B software review platform. This recognition is awarded annually to products that offer outstanding solutions to B2B companies in multiple categories.
To win the award, Tigersheet
outshone several other software in categories like- pricing, features, and
specifications.
Software Suggest is an online platform for Business Software discovery that simplifies the process by Listing, Reviewing, and Comparing Business Software. In the process, it also helps software vendors discover and connect with verified prospects.
We would like to thank all our customers for their valued reviews and for choosing Tigersheet as their preferred no-code platform. And we ensure that we will continue to maintain the high standards of services and support for you in the future.
Please visit SoftwareSuggest.com to post your own review of Tigersheet and thanks for your support through this amazing year. We hope to win many more awards in the future, as the team is constantly working to improve user experience by adding new features to Tigersheet. We can’t wait to show you what’s in store in the coming year!
Make sure to follow Tigersheet
on our social media channels Twitter and LinkedIn
to get notifications on all updates.
Just because something is universally adopted doesn’t mean it’s the better way. There are countless examples of products and tools that are popular simply don’t deliver on their promise. And within businesses of all sizes, one of the biggest culprits is Spreadsheets. Yes! You heard that right!
This suggests that many businesses have yet to evaluate the hidden productivity toll and other costs of managing work in spreadsheets. Here are some ways that using spreadsheets to manage tasks and projects can cost your business.
Spreadsheets Slow You Down
slow warning sign isolated
Whether you’re trying to beat the competition to market or achieve some other goal, an ability to act fast is one of the top differentiators of high-performing companies. But all too often, spreadsheets slow people down by requiring individuals to manually perform repetitive tasks that can be streamlined and/or automated on other platforms. This can include things like manually populating the same information into numerous files, and extra steps such as sending an email to notify others every time you make a change.
At a glance, these added tasks may not seem too burdensome. But that time adds up quickly, across tasks, employees, and departments, taking a hefty productivity toll on companies.
Automating repetitive actions gives teams more time to focus on tasks that have a higher business value. Using Tigersheet, employees can automate update requests, approval requests, reminders, and notifications. Setting up automated actions means teams won’t have to manually send out follow-up emails to task owners.
Spreadsheets Restrict Collaboration
Today’s employees have to collaborate across teams and business lines, with both internal and external partners in different locations and using different devices. In fact, 80% of businesses say collaboration is a must for delivering on top business objectives. Yet in order for employees to do so effectively, they increasingly need a platform that’s up to the task.
Spreadsheets act as barriers to collaboration by restricting users from simultaneously making changes in real-time. Version control also becomes a nightmare as multiple people make changes to a spreadsheet and lose track of the version they should be working from, resulting in lost time and inaccurate data.
Tigersheet is a new generation platform that ensures teams stay on the same page via seamless collaboration. With Tigersheet, collaborators can comment directly on a corresponding row in their sheet. Team members can dive into the sheet and read the latest comments as they correlate to specific tasks or activities. All it takes is for the sheet owner to create a comment and ‘mention’ the designated user with an @ symbol and an automated notification is sent as an alert to the person at his email.
Spreadsheets Aren’t Connected
Not only do spreadsheets pose a barrier to collaboration, but the fact that they aren’t connected can lead to siloed information, particularly if spreadsheets are being emailed around as they are updated.
Even if they’re cloud-based, spreadsheets are not necessarily connected to other parts of the business or the project at hand. There’s no way to attach or store related files, annotate the file with related information, or comment on the progression of work itself.
The standalone nature of spreadsheets also makes it difficult to report on work. Showing how a project is progressing based on a plan that’s being tracked in a spreadsheet is time-consuming, even worse, when data gets locked in silos, the lack of visibility may mean information gets missed altogether. This can affect the accuracy of reports and status updates and take away your ability to make informed decisions.
Spreadsheets Don’t Let You Scale
Managing a set list of tasks in a spreadsheet? Not a problem — maybe. Managing a larger initiative that involves different teams and workflows, changing information, and other complexities? You might be able to do so successfully. Yet while the limitations discussed might not be problematic for simple projects, these issues can compound as more people and parts are introduced. At some point, your process will break down.
Why? As collaboration increases, along with the speed at which you need to get work done, you’ll notice the strain of relying on spreadsheets to be your workhorses. They may seem like a convenient, free tool to help you get work done, but there’s a point at which the costs far outweigh the benefits.
Instead of relying on spreadsheets to do the heavy lifting, look for a platform like Tigersheet that scales as you grow, providing secure features that improve collaboration, accountability, and accuracy so that you can move quickly and have an impact on your organization.
Tigersheet is a new generation no-code platform that serves as a middle way between spreadsheets and business-specific software
It offers a way for everyone, not just developers to build custom business applications with everything tailored as per your business needs. The fact that millions of people out there use spreadsheets to manage their data is a good start for us. So, we make the experience application development a lot like using spreadsheets, something everyone knows.
Tigersheet is equally capable of handling all your business challenges effectively. A unified surface with infinite room to grow your ideas, from tables to CRM tracker. If you’re ready to test it out, sign up for a free trial of Tigersheet, absolutely free no strings attached! You can start building your own enterprise apps for desktop and mobile using one of our templates or start from scratch with Tigersheet drag-and-drop interface.
We have recently renewed the Tigersheet YouTube channel
with Tutorial Videos and there’s a lot more to come in the coming months! If
you are new to creating apps and using Tigersheet, checking out these tutorial
videos could be very useful for getting started in no time.
As you continue using Tigersheet, you’ll build more skills and
be able to increase the agility of work. Tigersheet is flexible enough to meet
any business need, so odds are you’ll find new ways to get more done, faster
Sheets are the very foundation of any application you build
inside Tigersheet. Hence, creating the very first sheet is the most fundamental
step to begin. Designing your first Tigersheet application would be a breeze
after watching this video.
Tigersheet workflows can help you automate your business
processes, making them both more consistent and more efficient.
This is a comprehensive video demonstrating how you can go about designing automated workflows for your business processes and save in a lot of time and effort. The video demonstrates an example of a workflow designed for Employee Expense Management.
Using a grouped or filtered view for records in Tigersheet can
have many usages. It is a good way to reduce the number of records and fields
to only those essential to your current task.
Another common use is to apply a grouped or filtered view to an
Authentication. For instance, you can configure a view to removing records
based on a set of criteria where app users are automatically removed from
authentication when setting to inactive. Filtering views is an efficient way to
display the data you want without making any changes to the application/sheet.
Creating reports from data stored is generally a tedious and
labor-intensive job. The good news is
that with Tigersheet in place, you don’t have to worry about this! Learn how to
create a Standard Report in this video.
A Kanban board is a work and workflow visualization tool that
enables you to optimize the flow of your work, limit work-in-progress, and
maximize efficiency. Learn How to create one in Tigersheet through the video.
With Tigersheet you can send email notifications as well as
reminders to ensure that for every update, your team receives notifications
through email. Onscreen reminders are also available for them to keep up with
happenings whenever they are on the Tigersheet interface.
Learn how to create and use “Send Email” Trigger in Tigersheet.
This one is our ultimate video guide on building a custom CRM
app. This video series consists of two parts and covers some of the basic and
intermediate functionalities within the Tigersheet Platform.
We encourage you to follow along with the video and see if you
can recreate this app. You’re going to learn how to use the platform with its
point-and-click interface to build out different functionalities and workflows.
You can find our tutorial videos and help articles on your start
page from the “Help Centre” link on the top-right corner, or from
your “People Icon” you can navigate to ‘Help’.
We are currently working on more videos about other linking
options, planning to publish them very soon. If you want to view additional
tutorials and tips, you can subscribe to
our youtube channel.
Make sure to leave a comment to let me know about your tutorial
requests!
Are you buried under emails,
expense reports, meeting requests, and dozens of similar administrative
tasks…? And.. the little voice in your head wishes if this to-do list could
get completed? Well, Automation can grant your wish!
All those 3 to 5-minute tasks
you repeat throughout the day can take a toll on your productivity. You may find yourself creatively spent, unable to come
up with new ideas, or see things from a different perspective.
Or, you may burn out and look for shortcuts, which can lead to mistakes,
recklessness, or avoidance.
This mental strain has a name: It’s
called the decision fatigue. The more choices you make,
the harder it becomes for your brain.
Let’s talk about the solution:
You have already thought many
times about automating your business processes? But your team is busy now and you are wondering how
can you convince them to put in the effort to adopt a new automated work
process?
The short answer: You
don’t. Instead
of switching to a complex work automation project, you can look for a
solution like Tigersheet. This will empower
your team members to automate their own processes with flexible building blocks
and easy-to-configure automation rules.
Here are five ways to start
building automated workflows at the individual or team level. You can adopt
them, then grow it across the entire organization to improve your business as a
whole.
Ask your team what they want to stop doing?
Deciding what to automate is
the very first step to get started with your automation journey.
For instance: you might look at
the processes behind areas with low productivity.
Or, target the most repetitive
and time-consuming processes plaguing your back office.
You could also target the processes automation could boost for a specific department.
Repetitive tasks such as compiling a weekly status report
or requesting approvals are important, but they can also be boring. When you automate the
most mundane or disliked tasks, you free up time and attention for more
creative work that can help advance your business.
Look for the teams with the
largest number of repetitive tasks, or the highest level of annoyance. These
always act as a strong motivator for change.
Build upon your existing foundation. Explore the resources you already have
From a work management platform to messaging tools to
personalized alerts, chances are your teams are already familiar with some of
the building blocks for automation. Some teams at your
company may have even found their own solutions on their own, either for
specific projects or to improve their own team processes.
Not only will they know how to get the best results from the solutions they’re currently using, but they will also serve as great ambassadors and seasoned experts when it’s time to roll out new processes to the rest of the organization.
Finding the Automation Tools That Will Work for Everyone, not only a Few
If you want your entire IT team to jump onboard with intelligent automation, consider a solution that works for everyone – not only a select few. , you should look for a platform that is versatile enough to cover a broad range of tasks and workflows, from routine and common to complex and unusual. Empower your users’ tools that anyone can put in place without the need for coding or scripting. The easier and more flexible the platform, the greater the adoption will be.
Tigersheet is a no-code platform that can help everyone achieve more. It is an automation solution that offers easy-to-configure rules that anyone can set up, without a single line of code, complex formulas, or help from IT. Learn more and Sign up today!
Reducing Email Overwhelm and Too Much Reliance
As you automate tasks, resist the urge to push all
communications — such as deadline reminders or completion notifications — out
via email.
For example, with Tigersheet you can set up automated
alerts and update requests that prompt team members to update status from
within the app and using mobile push notifications.
(1) A centralized platform like Tigersheet lets the entire team see when a task gets complete, without generating lengthy email threads.
(2) Updates and alerts can be delivered to the specific people who’ve been assigned a task, instead of spamming a team email alias with messages that aren’t relevant to most members.
(3) Keeping inboxes free of requests and notifications can help employees prioritize and respond to the emails that really matter.
Keep mobile top-of-mind!
We live in an increasingly mobile dependent world. The ability to manage automated workflows from anywhere can be an attractive benefit for your busy IT team. Look for a solution that connects information seamlessly and securely across devices. This will enable workers to check project status and approve requests from anywhere, so you can define how and where teamwork happens.
Are you looking for an automation solution that offers all the perks and benefits outlined above? Why not give our Next Generation Uber fast business automation platform a try today? Click here for a free, interactive no-strings-attached demo to get started.
Build Powerful, Automated Business
Processes and Workflows with Tigersheet…
Automating tasks and workflows empowers your staff to become more productive while helping to cut costs, save time, and create efficiencies. That’s why software tools that support task and process automation are critical to your success. One such tool is Tigersheet, a new generation work execution platform that fundamentally changes the way teams, leaders, and businesses get work done at lightning speed and drastically reduced costs!
Email has certainly changed how people communicate all over the world. However, it’s a notorious productivity killer.
Excessive email is not only a time suck; it can result in lost or outdated information, crossed wires, and duplicative effort.
The email has certainly changed how people communicate all over the world. However, it’s a notorious productivity killer. Excessive email is not only a time suck; it can result in lost or outdated information, crossed wires, and duplicative effort.
Moving your team away from email
doesn’t mean you can’t capture and share exciting ideas, no matter where you
are when inspiration strikes. With Tigersheet, you can explore at least four
alternate ways to collaborate with your team without making them feel chained
to their inboxes.
We’ve laid out some simple steps to
help you ditch this broken, outdated system of communication and switch to
something better—a centralized platform that combines the communication and
data you’re communicating about in one place.
Brainstorm in the sheet
Most teams schedule time for
face-to-face brainstorming sessions. One team member might take notes for the
group, recording in their notebook or a shared, online document. While this
technique might seem dependable, it can be a pain for the document owner to
consistently loop in the right people.
Tigersheet empowers teams to collect, organize, and transition these ideas into actionable plans. Sheets are incredibly flexible and let you attach reference documents and images directly to rows. In addition, Tigersheet integrates with Gmail so you can always access your saved drafts, attachments, or templates on the go.
Once your team agrees on the plan of action and finalizes deadlines (with start and end dates), anyone with access can easily track progress through standard views, pivot view, Kanban report?card view, or timeline.
Document, Share or Update on the Go Through Mobile App
With Tigersheet forms, it’s easier
for individuals to contribute ideas as they occur from their mobile devices
using the Tigersheet mobile app. Forms can be customized and formatted to meet
the needs of your project, and once submitted new information automatically
populates in the sheet.
With all these options, your teams
can combine brainstorming with productivity — and improve internal visibility
amongst team members, stakeholders, and managers — into the decision-making
process.
Parse that email to an Auto-Updating Sheet
Reducing email overwhelm can seem inevitable if a part of your business relies on data that you receive by email. For example, leads from a lead owner, product inquiries from prospective customers, order confirmations from your online shops, sales stats…and a lot more… And you need to copy this imported data from Email to your database or Excel?
If such is the scenario, how do you
convert data trapped inside those emails to an easy handle format like an Excel
sheet? Well, we don’t want you to
struggle with a tedious copy & paste manual routine anymore.
Ever heard of email parsers? You
teach these programs how to recognize patterns in your emails, tell them what
data is actually important and that everything else can be ignored, and then
have them save only the important stuff.
Tigersheet can parse incoming
emails for key information and import this email data into an auto-updating
sheet. Yes, another super useful reason to stop sticking to your inboxes and
say goodbye to heavily dependent email communication!
Make comments visible, traceable- Conversations in Tigersheet
Email overload can hinder
innovation, making it tough to locate and compare ideas. With so much going on
in a team’s day-to-day activities, it’s taxing for team leaders to remember who
contributed what and nest relevant comments under the right topics. Finding the
information, you need is like playing detective, which wastes the time you
could use to develop and nurture the next steps in an important project.
If a marketing team member has a
great recommendation for an email campaign, how do you capture and organize all
ideas around that topic using email? With Tigersheet, collaborators can comment
directly on a corresponding row in their sheet.
Team members can dive into the sheet and read the latest comments as they correlate to specific tasks or activities. All it takes is for the sheet owner to create a comment and ‘mention’ the designated user with an @ symbol and an automated notification is send as an alert to the person at his email.
For example: Here’s a comment
targeted to a user @XYZ who is a team member in the organization.
@XYZ: Please look into the lead’s appointment scheduled post 20th October 2020 and update them in your logs.
Automate to avoid writing emails
Automating repetitive actions gives teams more time to focus on tasks that have a higher business value. Using Tigersheet, employees can automate update requests, approval requests, reminders, and notifications. Setting up automated actions means teams won’t have to manually send out follow-up emails to task owners.
Teams that have replaced email communication with an app built on Tigersheet can respond to updates and approval requests directly through the app, freeing them from needing to follow up via email.
Tigersheet helps teams realize
their great ideas and move them along to make a lasting impact. We all know
that ideas can be gone in a flash, so it’s important for your team to capture
them before they disappear.
If you’re ready to test it out, sign up for a free trial of Tigersheet, absolutely free no strings attached! You can start building your own enterprise apps for desktop and mobile using one of our templates or start from scratch with Tigersheets drag-and-drop interface.
In the last part, we saw 5 super cool features that can help you leverage the most out of Tigersheet platform. In this post, we will look at the next set of features that users can greatly benefit from while they are embarking on a journey with Tigersheet.
Besides, these too you can always refer to our Tigersheet Knowledgebase (the help center), read our help blogs, or watch YouTube videos for free. In case of queries, help or any issue don’t think a second but ping us at Tigersheet support and we are here to help!
Benefit from Triggers in Tigersheet- Create Powerful Workflow Applications in a jiffy!
Triggers are one of the most vital automation tools inside Tigersheet that take away all the hassle out of tracking your work, managing your client and employee relationships, and tracking your time.
Our smart triggers run in the background – shooting off emails, tasks, status changes, and a lot more- so that you can focus on the work that matters leaving Tigersheet to handle the rest! The best part, these can be defined across nearly all your workflows (Sales, Requests, Approvals, Invoices, Companies, and Even Contacts).
IT’S ALL ABOUT TIMING. A Wrong Message sent at an inappropriate time is as powerful as a bad punchline!
With Tigersheet in place, send the
perfect message at the perfect time. You can use event-triggered messages to
send to customers that are actively reading your email messages or to re-engage
users after a set period of time. You can use event-triggered messages as a way
to thank someone for visiting your website or for making a purchase on your
website. Event-triggered messages can be set up based on any user activity such
as email opens or clicks and more specifically, based on which links the user
has clicked on.
Here’s a screencast video that shows how you can use the ‘send email’ trigger in Tigersheet.
Convert data trapped inside those emails to an easy handle format like an Excel sheet! Parse Email to Sheet!
Does
a part of your business rely on data that you receive by email? For example,
leads from a lead owner, product inquiries from prospective customers, order
confirmations from your online shops, sales stats…and a lot more… And you need
to copy this imported data from Email to your database or Excel?
If
such is the scenario, how do you convert data trapped inside those emails to an
easy handle format like an Excel sheet?
Well, we don’t want you to struggle with a tedious copy & paste
manual routine anymore.
Ever
heard of email parsers? You teach these programs how to recognize patterns in
your emails, tell them what data is actually important and that everything else
can be ignored, and then have them save only the important stuff.
Tigersheet can parse incoming emails
for key information and import this email data into an auto-updating sheet.
Here’s our screencast that will walk you through Tigersheet to understand the step by step process to set an email parser where you can parse your lead/inquiry emails and store them in Tigersheet.
Build Powerful Web Forms with Tigersheet
Have you ever tried building a web
form right from the beginning?
Yes,
we agree! It can be extremely daunting to build a web form from scratch, even
if you are a web developer. Teams often require tools that can input data to
automate the processing and monitoring of valuable information. While business
professionals do have a clear insight into what these web forms should look
like, they often lack the requisite skills to code and deploy applications.
Now,
imagine what if you need a lot of forms with built-in notifications, spam
filters, validation checks, and other such smart features, you will have to
consider months of development. Not to forget, the concerns you may have about
keeping your data secure and private.
Well,
with Tigersheet in place you don’t have to imagine anymore!
Tigersheet lets you design and
launches web forms in just minutes, right from your browser. On top of that, there is no coding involved,
so anyone in your team can build forms. Plus, you can add all the nifty stuff
we mentioned, like automated email notifications!
This comprehensive, step-by-step video series walks you through using Tigersheet to create contact forms, which are among the most basic or the most complex web forms you can build.
Design Custom Print Templates
Print
templates enable you to print a record in a pdf format. You can customize and
beautify the template look and feel.
For
example, the sales reps may have to send a quote to a customer for review. In
this case, they can use print templates and choose a template to print a quote
and email them directly.
With print templates, you can print,
email the pdf directly, and download a record. You can use the readily
available templates from Word and paste it and then print or export your
records.
Check our video below to learn how you can print records with custom templates!
Use the ‘Mail Merge’ feature and send bulk emails to clients and or run email campaigns.
Anyone who has access to an email
address would probably know how popular mass emails and newsletters have become
today. The benefits of sending out bulk emails are fairly self-explanatory: you
can customize email templates to your marketing message and then send it out to
a huge number of people in a short amount of time, for free (or very
inexpensively). From a value standpoint, that is tough to beat.
Here at Tigersheet, we do
acknowledge and realize that bulk emails can have a great impact on many
businesses. In fact, that’s why we have our own bulk email feature called Mail Merge using which users can send
bulk emails and run email marketing campaigns.
here’s an interactive screencast that will demonstrate the entire process through which you can send out bulk emails and run email campaigns using Mail Merge in Tigersheet.
Welcome to our ultimate video guide on
building a custom CRM app. This video series consists of two parts and covers
some of the basic and intermediate functionalities within the Tigersheet Platform.
Here you will learn how to build an entry-level application that’s really meant for first-time users. For more advanced concepts and features, you can browse our library of articles and videos inside our Help Centre Knowledge Base.
Summarized Video Transcript
Part 1 will give you a quick overview of the
app, so you know exactly what we plan on developing.
Inside this simple CRM application, we chose
to develop an app that has two user levels: We can log in as an employee or a
sales rep, or as an admin/manager.
Visit www.tigersheet.com and create a free account. Once you login into Tigersheet with your credentials, you will be welcomed to the dashboard.
You will find some useful ready-made templates that you can directly import. These templates have been specially designed to meet the needs of multifarious data management purposes. You can install them and customize as per your need. Whichever department you are in (production, customer service, project management, research, procurement, warehousing, HR), there is always a suitable data management template designed to make your work easier and faster!
Keep in mind that the Tigersheet platform
allows you to build more sophisticated user-level management workflows. But for
the sake of this training, we opted to keep things simple. Here’s an overview
of what you’ll see in CRM Video Part 1.
Step-1: Bob Creates a Lead Database and Adds Users to CRM
Creating the New App and Naming it CRM.
Creating a New Sheet (building a new sheet from scratch) called ‘Leads’ and adding relevant fields to this sheet to save Lead details. These include Name, Contact Number, Email, Status, Lead Owner, etc.
Adding Lead Records to the Lead Sheet.
Creating User Entry (Sales Staff) into ‘User Account’ Sheet
Once the Sales Staff are Added, The Lead Sheet is shared with the sales staff using the ‘Share’ option. The two options available are to share through email and share by generating a link.
Part 2 of the CRM Video focuses on advance functionalities like managing permissions, creating follow-ups and scheduling follow up reminders with Leads.
Step 2: Bob Restricts Lead Visibility by Managing Roles and Permissions within the CRM.
Bob Clicks on ‘Roles &
Permissions” and Creates a New Role called ‘Sales Staff’.
Bob Assigns the respective users
(Marry Allen, John Doe) to sales staff role.
Bob Restricts Lead Visibility by
setting a criterion within ‘Can View’ Option.
Bob also prohibits sales staff from
deleting any rows in the Lead Sheet.
Visibility Permission Works: John and
Marry log in to their Tigersheet account and view the Lead Sheet- They are able
to see only the leads assigned to them.
Step 3: Bob Creates a Mechanism to Follow Up with Leads
Bob Creates a ‘Date-Time’ type Column
and names it as ‘Next Follow Up’.
Bob Creates an Action Button called
‘Next Follow Up’. On click of this button, the user receives a prompt to set a
particular date and time for scheduling s follow up with their Lead.
Bob Add an Action to the ‘Next Follow
up’ Button “Set Fields Value of Current Row”.
Step 4: Bob Creates Automatic Reminders to Notify Sales Staff About their Follow-Ups.
Once you set up a 30-day free trial and log
inside your Tigersheet account, it’s really easy to begin building an
application.
Visit: http://bit.ly/Tigersheet
We encourage you to follow along with the video and see if you can recreate this app. You’re going to learn how to use the platform with its point-and-click interface to build out different functionalities and workflows. To Know What’s In Store and for all new updates, follow this space and Stay Tuned With Us!
Are you new to using Tigersheet and a fan of getting work done more efficiently?
Do you want to add more value to your company? Do you and your team want to achieve better results, faster?
As a new user of Tigersheet, I’ve quickly become familiar with the basics of Tigersheet and know it can help me accomplish all of the above. Now, I’m ready to dive a little deeper and enhance my knowledge of the platform to unlock even more capabilities that help me collaborate with my team and stakeholders, gain better visibility into projects and processes, and discover important information more
I searched through our library of resources (so you don’t have to) and discovered these five tips to help you take your Tigersheet knowledge to the next level:
Use notifications and schedule automatic reminders to keep collaborators informed
For every update, your team receives notifications through email. Onscreen reminders are also available for them to keep up with happenings whenever they are on the Tigersheet interface.
You can even customize in settings and update your teams to receive mobile push and email notifications. These Notification are quite fruitful and they allow you to see and quickly act on other items — such as update requests, approval requests, and notifications — as you work in Tigersheet.
You can set up and customize notification rules (triggers), and save time and work faster with automated workflows. With notifications, you can even stay informed about who’s making changes in your sheet.
Keep teams and stakeholders updated with reports
Creating reports from data stored is generally a tedious and labor-intensive job. The good news is that with Tigersheet in place, you don’t have to worry about this!
Tigersheet offers a wide variety of powerful reporting options such as Standard Views, Charts, Pivot Tables, Kanban Boards, Grouping Items and Filtered Views. This enables you to easily analyze your data and derive great insights. The intuitive drag and drop interface further make it super easy to construct the required reports in a matter of a few minutes!
With a handy Report Builder, you simply follow a few prompts to build and customize a report.
Bonus tip: If you publish a report, the people you share it with can see the information without being shared with the underlying sheets, which can be helpful if you have data in the sheet(s) that shouldn’t be, or doesn’t need to be, shared.
Filters help get to relevant information in a sheet
Filtering in sheets might be the most useful feature you will discover as you embark on a journey with Tigersheet (of course there are many more!). If you’re one of those individuals who gets bogged down with a lot of data and is working in a sheet that has hundreds of rows and you’re overwhelmed by information, consider setting up a filter or two.
For one of the sheets you need to reference, for example, you only care about the projects assigned to you. So, create a filter to show only those projects where you are listed as the owner, so instead of 157 rows, you’ll see a quarter of them. There are far more uses for filters; don’t be shy about trying them.
Bonus tip: Sorting and filtering are two different features, so be sure to learn the differences.
Got A Lot of Data in a Spreadsheet? Import from Excel to get started without losing anything!
By the time you discovered Tigersheet, you’d probably already made an Excel sheet or two (thousand). Perhaps you painstakingly copied and pasted all those spreadsheets into Tigersheet. Or, maybe — faced with the inescapable drill through Microsoft Excel — you left it alone.
We understand your pain.
If you have data housed in Excel spreadsheets, then you can benefit from Tigersheet’s importing capability. This allows you to bring your Excel record to the platform and create custom applications using them.
Don’t Know How to Use Import? Head on the guide here: https://tigersheet.com/blog/feature-import-excel-data-to-tigersheet/
Don’t forget about YouTube videos!
Even some of our most proficient customers find our YouTube tutorial videos helpful. And don’t forget about one of our best resources, the Tigersheet Knowledge Base (Help Centre). You can simply have these sites bookmarked because I visit them almost daily to find the answers I need.
Keep Learning with Us.
As you continue using Tigersheet, you’ll build more skills and be able to increase the agility of work. Tigersheet is flexible enough to meet any business need, so odds are you’ll find new ways to get more done, faster. And pretty soon, you’ll be teaching us a thing or two!
By the time you discovered
Tigersheet, you’d probably already made an Excel sheet or two (thousand).
Perhaps you painstakingly copied and pasted all those spreadsheets into
Tigersheet. Or, maybe — faced with the inescapable drill through Microsoft
Excel — you left it alone.
We understand your pain.
We want to make it as simple as possible to turn your pile of spreadsheets into one magical Tigersheet application. So, now you can select “Import from Excel” and pick the Excel sheet you want. Within seconds, your spreadsheets are magically transformed (imported) into Tigersheet.
Still not convinced by the ease & simplicity? Here are five very specific reasons you should consider bringing all of your Excel sheets to Tigersheet
Microsoft Excel is slow. Tigersheet is Fast and Easy
The more data in the spreadsheet, the
slower Excel is to respond.
Excel was only designed to handle so
much data in each report. The problem is, the size of the report not only
impacts the time it takes for the spreadsheet to load but also the time it
takes to make any changes to the data within the document. As a result, many
businesses start to use multiple spreadsheets or worksheets to make the data
more manageable.
However, speed is never an issue with Tigersheet! Tigersheet is robustly designed to handle your data so you can seamlessly navigate between sheets and leverage the power of a custom made application that tailors your business needs. Since no coding knowledge is required..sometimes it is even possible to push your apps in a day!
No aspect of Tigersheet is static and inflexible. In fact, everything is based on configurations. Whenever you want to add or modify something, you can do so in a matter of minutes.
Familiarity of a Spreadsheet & Way Lot Smarter Than It
Spreadsheets: we all love them.
They’re pretty easy to start and can help you structure your thoughts and your
data in a straightforward way.
On that note let us break that to you
Navigating your way around Tigersheet is super easy too. If you have utilized
spreadsheets before, then you may find that this solution acts in a similar
manner. This means that you can enjoy its simplicity while leveraging its
power.
The fact that millions of people out
there use spreadsheets to manage their data is a good start for us. So, we make the experience application
development a lot like using spreadsheets, something everyone knows.
Multiple Sheets= More Issues
What starts with a plain ‘data.xls’
modifies quickly to ‘data edited.xlsx’ and then ‘data final. xlsx.’ Then ‘data
final new.xlsx’ pops up, followed by ‘Copy of data final new – edits Mike.xlsx.
And not to forget, all these
spreadsheets will land up in your inbox at the same time. Soon, your team will
spend half of their valuable time figuring out if they’re looking at the latest
data or not and copying data between sheets to hopefully collect all relevant
data.
But, Not to Forget…There You found Tigersheet. Your spreadsheets are now in an easy-to-find place — Tigersheet that neatly organizes into separate sheets and reports — and can be shared with teammates with a single sharing tab.
Drag and Drop Templates
Tigersheet opens a world of interactivity for your Excel Sheets For example, you can gather more feedback and judge the real-time sentiment of your data.
Don’t Know How to Get Started? We have a lot of FREE templates made for you!
Try out our Free Order Management, CRM, Sales and Invoice Tracker, Ticket Management, and other #templates. Whichever department you are in (production, customer service, project management, research, procurement, warehousing, HR), there is always a suitable data management template designed to make your work easier and faster!
Create reports and analyze them through insights and stats shared via interactive dashboards
Using powerful reporting you create pivot tables, charts, Kanban,, or timelines and share them instantly across your teams.
More control over who can do what
With
Spreadsheets, people can view, comment, or edit; there’s nothing in between.
What if you want to let people add more items to a table, or give their
feedback without risking them accidentally changing any of your document?
Tigersheet offers Role-based Settings, which gives you a lot more control over who can do what. This becomes crucial particularly in scenarios when you have several team members on board & it becomes imperative to protect sensitive data. Tigersheet helps you ensure the confidentiality of such information with role-based access settings. You can configure these to make certain that only particular users can launch certain tasks and perform specific actions.
A Sheet that Gets Better Over Time
When was the last time Microsoft Excel added
new functionality?
Tigersheet
introduces new features from time to time so your data and applications can get
better and better. Recent examples: Parse Email to Sheet lets you parse
incoming emails for key information and import this email data into an
auto-updating sheet. And so, you don’t
have to struggle with a tedious copy & paste manual routine anymore!
Never drop the ball again. Map out your steps in a snap, automate the boring stuff, and assign tasks so everyone’s on the page and super-productive. And changing workflows is a cinch, so your processes can evolve as quickly as your business.
Workflows
can come in handy if you wish to get things done automatically in Tigersheet. Tigersheet
workflows can help you automate your business processes, making them both more
consistent and more efficient.
Let’s start by creating a workflow for something simple like an employee expense claim approval process.
An employee submits a claim request for approval. The claim initial status is set to ‘Approval Pending’
The Approver (concerned authority for e.g. HR manager etc.) receives a notification (email) that a claim request has been submitted and is seeking approval. The approver reviews the claim request and verifies if the approval conditions are met.
If the request is approved by the user, an email notification is sent to the account manager in the accounts department with all the relevant details
If the request is Rejected, then the approver is asked to specify the reason for rejection (Request a comment action is set).
Once the request has been approved and payment is released, the accounts manager is asked to specify the mode of payment used.
(Note:
Please refer to the video above that demonstrates the above process step by
step)
Create
these columns in your Employee Expense Management Sheet (EEM).
To begin creating a workflow click on settings icon present on top right and navigate to ‘workflows’.
Defining Workflow Status
A
workflow status represents the current state of a record.
In
case of an employee expense management, when an employee submits a new expense
claim request. There can be 4 possible ‘status’ conditions which are:
Approval Pending: The claim
request is yet to be approved
Approved: The Claim
request has been accepted by the accounts department or concerned authority.
Rejected: The Claim
request has been rejected.
Payment Released: Once the claim
request has been approved, Payment gets released
Workflow Start
Status:
This is the default status of the record assigned to it upon creation. For
e.g.: As soon as an employee submits a claim request, its workflow status shall
be assigned as ‘Approval Pending’
Defining Workflow Transitions
Once
the workflow status has been configured, the next step is to define Possible
State Transitions.
Workflow
state transitions are used for moving from one workflow state to another. The
transitions can be initiated manually by users or triggered automatically by
the system.
Configuring Workflow Transitions:
Once
the possible state transitions have been defined, the next step is to configure
each of these transitions for different parameters. These include:
Permissions:
You can define the roles, users, or specific column users who can make this
transition. These three permission options include:
Select
Roles: Each user belongs to a role and each role has specific permission
associated with it. Tigersheet provides two predefined roles for users- Admin
and Standard. Besides these, the admin can add more roles such as ‘Sales
Staff’, ‘Marketing Staff’, ‘Content Team’ etc.
Select
Users from a Column: If there are some specific users in a particular column
you wish to grant permission to be able to make the transition, It can be done
by using this option.
For
e.g.: Transition: Pending Approval to Approved
Allow/Disallow Transition
You
can allow or disallow a transition based on certain conditions. For E.g.:
According
to company policies, all food expenses greater than 1000 shall not be accepted.
So, if I want to disallow such claim requests automatically, I will add the
following condition to the transition Approval Pending-🡪Approved:
EmployeeExpenses.claimType
=’Food’
AND
EmployeeExpenses.claimAmount>=’1000’
Note:
Here Claim Type is a drop-down column that specifies the type of claim such as
Food, Travel, Other, and Claim Amount is a currency column (INR) that specifies
the amount to be reimbursed.
Auto Transitions
You
can set auto transitions to automatically initiate a state transition
when certain conditions are fulfilled. For example, you can trigger an
auto transition for a request to state ‘Approved’ or ‘Rejected’ if a certain
number of days effective through have passed.
Adding Actions/Triggers to Workflow Transitions
Tigersheet is designed to enable you to skip over redundant workflows and leave them to the system to finish. That is why it has trigger-based workflows. These automatically complete tasks whenever an event is caused to occur. This is a very powerful feature that lets you make the most of workflows.
For
example: As soon as a claim request is ‘approved’ by the concerned authority,
the admin should be notified about it with an email.
-Navigate to Actions- On Transition Success -Click on ‘Add Action’ -Choose ‘Send Email’, under the list of actions available on the left-hand side. -Fill in the email template entries such as To, (Recipient) Subject, Body with the appropriate information, and once done Click ‘Save’.
Documents and spreadsheets have been around since the 1980s. Yet, they haven’t changed in 40 years. That’s right — we said it!
VisiCalc was the first spreadsheet computer program released in 1978 for personal computers, originally released for the Apple II by VisiCorp. The interface changed and we slowly traversed from the desktop to cloud but the core primitives are the same. For example, the grid layout, the way cells are addressed (A1, B3, etc., AKA “Battleship”), the formula language, etc.
VisiCalc, invented in 1978, next to a Google Sheet. The interface changed, and we went from desktop to the cloud, but the core primitives are the same. (We still reference A1 and B2 in a spreadsheet — we call that Battleship.)
Spreadsheets: we all love them.
They’re pretty easy to start and can help you structure your thoughts and your
data in a straightforward way. But beyond that, things can get messy with data
integrity and versioning problems. That amazing spreadsheet you made? Now it’s
the blight of people’s existence.
A Perfect Spreadsheet = A Perfect Problem
Let’s say you have created a spreadsheet that contains essential data for your team to make decisions. You have either exported it from an existing IT system, collected the data manually, or simply used some prepackaged software to create a doc in spreadsheet format. You are happy, your teammates are happy and your boss is impressed by the increase in efficiency of your team operations. Everyone lives happily after!
But Wait…. Only in Dreams!
What starts with a plain ‘data.xls’
modifies quickly to ‘data edited.xlsx’ and then ‘data final. xlsx.’ Then ‘data
final new.xlsx’ pops up, followed by ‘Copy of data final new – edits Mike.xlsx.
And not to forget, all these spreadsheets will land up in your inbox at the same time. Soon, your team will spend half of their valuable time figuring out if they’re looking at the latest data or not and copying data between sheets to hopefully collect all relevant data. Your dream-come-true ending is now your worst nightmare!
Adding further to the situation, an
employee at a prominent role who created the spreadsheet has moved to another
role. Now what worked well at first is showing complicated errors,
data gets corrupted, and there’s no one there to solve it.
While there is no doubt that spreadsheets
can be undeniably useful, it isn’t a perfect fit for organizations that deal
with mission-critical apps or sensitive data. Spreadsheets no matter how
useful-are created by people and thus are susceptible to human error and have
the potential to bring real harm. The heavier
an Excel model gets; the more mistakes can happen and some with even
irreversible consequences.
At Tigersheet, we can change this…How?
Tigersheet is a new generation
no-code platform that serves as a middle way between spreadsheets and
business-specific software
It offers a way to everyone, not
just developers to build custom business applications with everything tailored
as per your business needs. The fact that millions of people out there use
spreadsheets to manage their data is a good start for us. So, we make the
experience application development a lot like using spreadsheets, something
everyone knows.
Tigersheet is a no-code platform equally capable of handling all your business challenges effectively. A unified surface with infinite room to grow your ideas, from tables to CRM tracker.
With Tigersheet, your team can:
Track
orders, projects, invoices, payments, employees, expenses, office assets,
employee leaves, employee advances, and more.
Attach
files and documents to rows.
Hide
certain fields or rows from users easily with the powerful roles and permission
system.
Set
reminders for important dates like a deadline, a follow-up date, etc.
Access data
from your Tigersheet’s mobile app.
Create
reports, have different views to visualize your data better – like Kanban,
timeline, etc.
Use
Triggers to create workflows, send email notifications, and more. Now no need
to resort to custom application development to automate your business.
How to get your team started the Tigersheet Way?
Tigersheet starts with a blank
canvas and a new set of building blocks, like tables that talk to each other,
buttons that act inside and outside of a doc, triggers that automate your
workflows, and role-based access so every team can see the data in their
preferred way.
Good News?
You don’t have to necessarily start from scratch! Use our ‘Import from Excel’ to pull those 50 project-related Google docs into your new doc. Step 2? Invite the structured data in. Copy/paste your spreadsheet into a table (rows & columns) and see it magically reformat. Then add some interactivity for your team, like building workflows, setting reminders/alerts, using interactive reports, and there you are…
…..Ready with a custom tool for your team!
Use Tigersheet, not spreadsheets to track and automate your business. TRY Sign up for a FREE Trial and witness the change in your organization today!
Have you ever given a thought why Dominoes send you this message while you are enjoying a cheese burst pizza you just ordered?
We will break it down for you! Because:
It’s Relevant– Now, who would not want a glass full of coke with their pizza?
It makes sense in context– You are at Dominoes and you are obviously hungry, aren’t you?
It’s Timely- It’s the best time you would most likely want to take action!
Event-triggered messaging also called behavior-driven messaging is a web application feature that involves sending automated emails or SMS messages on a pre-determined schedule, or based on application events. Messages can be triggered by any event, from customer interactions to changes in data and everything in between.
Where is Event-Triggered Messaging Used?
Behavioral or event-triggered messaging is useful across various business and industries, here we bring out some of the most common ways organizations use it:
Creating Workflow Applications: Triggered messaging is widely used in building workflow applications that can help to automate business processes. For example, A project proposal report often requires separate approvals from managers in various departments. With a workflow application, that proposal report will move from manager to manager for approval automatically.
Automatic Communication with Customers: When customers complete a form or sign up for an account, this can automatically trigger an event sending a confirmation email to the customer.
Alert Business and Officials to Problems: Using event-triggered messaging, executives and managers at the organization can be notified about any time a sensitive business issue occurs, such as customer account cancellation.
Report Distribution and Sharing: Many companies set up their reports to run on weekly/daily intervals. With the help of event-triggered messaging, they can automatically distribute these reports to various department heads without any human involvement.
Introducing Triggers in Tigersheet- Create Powerful Workflow Applications in a jiffy!
Triggers are one of the most vital automation tools inside Tigersheet that take away all the hassle out of tracking your work, managing your client and employee relationships and tracking your time.
Our smart triggers run in the background – shooting off emails, tasks, status changes and a lot more- so that you can focus on the work that matters leaving Tigersheet to handle the rest! The best part, these can be defined across nearly all your workflows (Sales, Requests, Approvals, Invoices, Companies and Even Contacts).
IT’S ALL ABOUT TIMING. A Wrong Message sent at an inappropriate time is as powerful as a bad punchline!
With Tigersheet in place, send the perfect message at the perfect time. You can use event-triggered messages to send to customers that are actively reading your email messages or to re-engage users after a set period of time. You can use event-triggered messages as a way to thank someone for visiting your website or for making a purchase on your website. Event-triggered messages can be set up based on any user activity such as email opens or clicks and more specifically, based on which links the user has clicked on.
Does a part of your business rely on data that you receive by email? For example, leads from a lead owner, product inquiries from prospective customers, order confirmations from your online shops, sales stats…and a lot more… And you need to copy this imported data from Email to your database or Excel?
If such is the scenario, how do you convert data trapped inside those emails to an easy handle format like an Excel sheet? Well, we don’t want you to struggle with a tedious copy & paste manual routine anymore.
Ever heard of email parsers? You teach these programs how to recognize patterns in your emails, tell them what data is actually important and that everything else can be ignored, and then have them save only the important stuff.
Tigersheet can parse incoming emails for key information and import this email data into an auto-updating sheet. Let’s back up, and step-by-step build an email parser that can copy text out of your emails and put it to work.
Setting an Email Parser in Tigersheet: Step by Step Guide
To begin setting up an Email Parser, click the ‘Fetch from Email’ button positioned on the top right corner.
This will prompt you to connect your Gmail account or Outlook account from which you need to parse emails to Tigersheet. Once your email account is successfully connected, you can begin configuring the parser.
First, you need to define the frequency which will specify the number of times your email will be checked upon to auto-update your sheet. For example: ‘Every 5 minutes’, Hourly, Daily, etc.
Next, you need to choose the filter criteria for the emails you need to parse in Tigersheet. You can choose to parse all the incoming emails or skip selecting some emails that you do not wish to parseat all.
Alternatively, chose only certain emails that you wish to parse by specifying the filter criteria. E.g.: Here we want to parse only those emails where the subject contains ‘Contact Forms’, hence the criteria is mentioned as:
EMAIL_SUBJECT= ‘Contact Forms’
The next step is to map fields (present in your sheet) to various email parameters from which you need to extract data. Tigersheet allows you to parse data from the email body text, the subject line, the sender/receiver or other header text and even from file attachments.
Eg: Here we want to map the ‘contact field’ that will extract the name of the sender (present in the email body), so we need to define the parser for that. Once you chose ‘Extract from the body’, the system will ask you to paste a sample email content and Highlight the parts which you wish to extract.
Similarly, you can map other fields and highlight the parts from the sample email to let the parser understand. Watch our video (attached below) where we have demonstrated mapping all the field.
Once the parser has been successfully set, you can test it to see if it is working correctly.
Here’s our screencast that will walk you through Tigersheet to understand the step by step process to set an email parser where you can parse your lead/inquiry emails and store them in Tigersheet.
Hence, bring an end to your manual copy-paste routine now and use Tigersheet to automate your email workflow. Sign up today for a FREE trial and automate your workflows!
Have you ever tried building a web form right from the
beginning?
Yes, we agree! It can be extremely daunting to build a web form from scratch, even if you are a web developer. Teams often require tools that can input data to automate the processing and monitoring of valuable information. While business professionals do have a clear insight into what these web forms should look like, they often lack the requisite skills to code and deploy applications.
Now, imagine what if you need a lot of forms with built-in notifications, spam filters, validation checks, and other such smart features, you will have to consider months of development. Not to forget, the concerns you may have about keeping your data secure and private.
Well, with Tigersheet in place you don’t have to imagine anymore!
Tigersheet lets you design and launches web forms in just minutes, right from your browser. On top of that, there is no coding involved, so anyone in your team can build forms. Plus, you can add all the nifty stuff we mentioned, like automated email notifications!
Create Web Forms With Tigersheet Step By Step Tutorial
1.To begin creating a new web form, click on the Settings Icon and navigate to “Web Forms”.
2. Click on “Create new Webform”. This will open a window where you need to give your form a heading. E.g.: If you are creating a web form to capture lead information, you can name it as “Contact Us”
3. Now add the field from the left that you want to place in your web form such as Name, Company, and Designation, etc. and click ‘Save’.
You will be able to see a new web form ‘Contact Us’. If you wish to place this form on your website, Click ‘Embed Code’.
4. Copy the code and embed in your website. You can also modify the styles to suit your website.
Test your form on your live website to see that notifications are going to your email and your Tigersheet Inbox. If nothing comes through, go back and check that you set up your form and notification email correctly.
Create Web Forms in Tigersheet- The Video Guide
Titled Rising Star Software from Software Suggest, Tigersheet provides you with all the tools you’ll need to build, customize and deploy your web form applications.
This comprehensive, step-by-step video series walks you through using Tigersheet to create contact forms, which are among the most basic or the most complex web forms you can build.
Tigersheet’s no-code application development features an intuitive point and clicks interface along with a handful of easy to use user guides that show you the way through your development process.
Watch our DIY video guide today and kick start building your online forms through Tigersheet.
Visualization and Reporting are one of the most vital motivation users want to go through all this trouble building an application and pour all their data into it. You can have numbers for each day and each month, and still, with all this detail, you can’t see the forest for the trees.
You might have a faint idea as to what product sells well and what does not, or which ad campaign seems to work better but it’s always until you have a chart produced, or a ranking report generated, that you get the clear idea of what’s going on for your business.
Creating reports from data stored is generally a tedious and labor-intensive job. The good news is that with Tigersheet in place, you don’t have to worry about this!
Tigersheet offers a wide variety of powerful reporting options such as Standard Views, Charts, Pivot Tables, Kanban Boards, Grouping Items and Filtered Views. This enables you to easily analyze your data and derive great insights. The intuitive drag and drop interface further make it super easy to construct the required reports in a matter of a few minutes!
Scheduling Reports
Once created, you can automatically send reports to your colleagues, executive management and non-Tigersheet users by scheduling the desired reports daily, weekly, monthly or yearly.
Once the Report scheduler is configured, specified reports will be delivered to the recipients as an email attachment.
Standard Report
Users can create their own Views by Grouping, Filtering, and Hiding Columns, etc.
To create a view, click ‘Create View’, on the left panel under the Reports option and chose the type of report/view you want to create.
2. Under the columns section, chose the column you want to add in your view by ticking the checkbox.
e.g.: Suppose you want to create a view where you want to display all the leads based on the salesperson assigned to them. Go to the grouping section and chose Group by ‘Leads. leadOwner’.
3. The view appears on the left-hand side under the default view.
4. You can make any report/view as a default view for you by clicking on the Pin icon next to that view/report.
Watch our video that shows how to create a standard report in Tigersheet:-
Pivot Report
A pivot report is a table that is used to store the summary of a certain data set in a condensed manner.
Pivot reports are useful to show counts, sums, the average for different groups. For example, Show the totals No. of opportunities at each sales stage for each salesperson, or show the count of open opportunities at each sales stage for each salesperson.
A Kanban board is a work and workflow visualization tool that enables you to optimize the flow of your work, limit work-in-progress, and maximize efficiency.
Using a Kanban board, one can view work at various stages of a process using cards to represent work items and columns to represent each stage of the process.
Here’s a step by step video to create a Kanban Report in Tigersheet:-
Timeline View
A timeline is a type of chart that visually shows a series of events in order over a linear timescale. The power of a timeline is that it is graphical, which makes it easy to understand critical milestones, such as the progress of a project schedule.
Let us consider an example of a hotel management system, where the hotel manager creates a timeline view of his guests’ check-in and check-outs.
To create a timeline view, click on ‘Timeline’ under Reports.
Configure your timeline by choosing a Start and End date.
Select column names you want to display on the y-axis in the timeline chart.
You can even customize the timeline view by choosing event colors and text.
Once done, click ‘Save’.
Check out the video to understand how you can generate a timeline and manage your work in progress:
Viewing a report
Once a report is created and saved, it will appear on the left panel.
You can mark a view/report as a default view for that sheet by clicking on the pin icon. This will be the default view for that user only.
Editing or Deleting a Report
You can rollover the mouse on the Report or View name. You will see the Edit and Delete icon appear next to the Report.
Export a Report
You can export any report in CSV and XLSX (Excel spreadsheet), and then send the export to your accountant/payroll, keep as a personal backup, or import data into a spreadsheet and analyze the results.
Create the view/report/ sheet with the data filtered/ searched you wish to export.
Click on the Export button
The visible rows will be exported in an Excel / CSV file.
If there are sub-sheets in the sheet, they will be exported in another tab with the main sheet identifier. You can click on the main sheet identifier, you check the records for that sub-sheet
Watch the video to see how you can export a report step by step:-
Report Permissions
By default, the report will be shared with all the users of the sheet.
You can also hide this report from other users of this sheet using the Permissions tab. You can choose which user groups should have access to this report.
Options –
By default, each report displays 20 records.
You can override this setting and choose to display more records per page using the ‘Options’ tab.
You can set to show 50 / 100 / 500 / 1000 / 2000 records per page.
You can also set how many max records should be displayed.
Using a view to filter or group records in Tigersheet can have many usages. It is a good way to reduce the number of records and fields to only those essential to your current task.
Another common use is to apply a grouped or filtered view to an Authentication. For instance, you can configure a view to removing records based on a set of criteria where app users are automatically removed from authentication when setting to inactive. Filtering views is an efficient way to display the data you want without making any changes to the application/sheet.
How to
Group Records?
Organizing records into logical groups often makes them easier to read and understand. You can group the records by a column/ field. E.g. – Invoices by clients are grouped below, this helps to track profits.
Watch a video to understand how you can group records in Tigersheet and easily manage custom views!
How to Filter Records?
Every column has a filter box that is visible
under its name. A user can enter the filter parameters and only the
records matching the criteria will be displayed.
Note: Filters can be applied to multiple columns. E.g.: Here filters are applied to Date.
If you do a quick Google search for CRM solutions, you will find a dozen options today…and yes, just after a single search!
In fact, the CRM software market is now expected to reach more than $80 billion in revenues by 2025 according to Grand View Research.
The CRM industry continues to grow at an astonishing rate, and each year new statistics are reported based on CRM trends.
….What could be the reason?
CRM has today become the heart of every growing business. The core of any business depends on the rapport it shares with its customers. Managing this crucial relationship is vital to building customer loyalty which in turn brings revenue. Enterprises today have readily moved to online CRM’s and applications that help to automate workflows and streamline customer journeys through the sales funnel.
The Problems with off-the-shelf CRM Software
In an endless plethora of readymade CRM solutions available today, finding one that fits your business needs is quite daunting. While these CRM solutions do offer some solution, the problem is they are expensive and overrated.
Not to forget, most of these CRM suites are designed to meet common needs and are difficult to implement. This is the reason why many companies have begun to realize that the best CRM solution is the one they build themselves.
And here’s why your company also needs an application build uniquely tailored to your needs- and that is a custom CRM System!
Why should you build a Custom CRM?
Imagine you are given the task of buying a CRM system for your company’s lead generation and relationship management activities.
After hours of intensive research and checking reviews after reviews, you return back with bloated, cumbrous software that is equipped well with everything from custom reporting to market automation integration. And now, your IT department struggles to configure and deploy the whole suite despite the fact that it contains only a handful of features you desire to use. All of this can consume a lot of time and can impact productivity. Not to mention, it also becomes difficult to justify the inflated subscription costs.
To put it simply, all that a company needed was a tool to track its leads and close deals.
Companies’ today jump after hand-me-down CRM solutions thinking that- buying a perfect tool is the answer to all their problems. It is only later they realize that they have acquired a huge system that has components they don’t use and a handful of features they really need.
Still trying to decide whether your company needs custom applications? To help you out we have come up with a list of benefits in building custom apps and why you should choose no-code platforms like Tigersheet to create these applications.
The Benefits of Building a Custom CRM
Start Small but Scale Big
Building your very own CRM lets you prioritize the features you need the most. You can start small and expand from there. This also eliminates the need for learning how to use complex suites thereby bringing fewer distractions and giving more time to improve productivity.
Better Integration with your Business Operation
By using a no-code platform like Tigersheet to build a custom CRM system, you have an opportunity to automate another process of your business. Right from sales, customer service to HR your daily business operations can run more smoothly with Tigersheet when implemented across multiple departments.
Affordable Pricing Plans
Most of the pre-canned CRM software available today incur huge costs and that too with a lot of features you don’t need. Instead, why not subscribe to a no-code platform that allows you to create your own CRM at a fraction of costs?
Tigersheet works on a low-cost monthly subscription, hence your businesses are not locked in with long term contracts. There is no limit on the number of applications you can build on the Tigersheet platform. With our low-cost monthly subscription, we believe businesses can achieve tremendous value and achieve a positive ROI within a short period of time
Building a Custom CRM without Coding
Purchasing a readymade CRM suite for your business forces you to spend exorbitantly on software that hasn’t been uniquely tailored to your needs. On the other hand, going with traditional software development is expensive and tedious, taking months for the first version of the app to be deployed successfully.
So, what could be the fastest, cost-effective and reliable method of building a custom CRM application?
Chose a no-code platform to build your very own CRM app tailored with the only features you need!
Here we have listed down six characteristics to look for in no-code platform if you want to create a custom CRM app without writing a single line of code:
A Visual Interface
The very foundation of a no-code platform is to be able to build applications without the need of hand code. Tigersheet uses both drag and drop tools and clicks and point elements that help to create applications in a breeze even for a novice
Click to point elements and visual interface explaining how to add a new lead in a CRM build using Tigersheet
Third-Party Integration
Integration with third party systems is a must to have feature for an effective CRM System. Ensure the platform is able to talk to other systems letting you send emails, SMS and perform other similar tasks.
Tigersheet support with third-party integrations lets of connecting your CRM to a large ecosystem of automation tools such as QuickBooks, Zoho, ERP to services like Twilio for sending emails and SMS messages.
Cloud Infrastructure
Choose a no-code application platform that’s based on the cloud, which means everything is available online. Tigersheet is an innovative SaaS platform and there’s no need to purchase any additional infrastructure. Once the app is built, it’s ready to go.
Report Generation
The report is one of the key features of CRM software.
Do you know which product gave you a maximum no of leads in the last campaign? What was the most profitable channel? Which product performed well last year?
Tigersheet has powerful report generation capabilities, including grouping items, generating pivot tables and charts. All your reports can be saved and shared with other users, along with drill-down filter capability.
Reliable Technical Support
Building a custom application like a CRM should let you enjoy the benefit of getting immediate support without the need to be reliant on third-party providers. Hence, make sure the platform you are choosing to build your CRM should give you access to it.
With Tigersheet round the clock technical support, in place, we ensure our clients address issues enabling them to use the product more effectively.
Custom CRM systems can work wonders for small organizations as well as large enterprises alike. So, before you begin your new CRM endeavor, consider building your own customized application. Stay tuned with us as we are going to bring easy, free to follow the video guide that will help you will help you how to get started.
Do you have a large amount of data is housed in Excel and wish to import that to Tigersheet? We have got you covered!
You can greatly benefit from Tigersheet’s importing capability. This allows you to bring your Excel record to the platform while saving in a lot of time and effort that can otherwise go into creating a sheet from scratch.
Start by Visiting ‘New Application Pack’> Create New Tigersheet> Import from Excel
To create a sheet from Excel Import, click on the option ‘Import from excel’ and chose a file (CSV, XLVS formats only) from your computer.
Make sure to give your sheet a name. Once done, press “Create”.
The system will show a preview of the sheet that is being imported and will give you options to select the worksheet, header row, columns you wish to import and define their types.
You can choose to import data from that sheet as well. If you don’t want to import data but just wish to create the structure, check the checkbox ‘don’t import data’.
In case the data import has failed, Tigersheet will allow you to export the failed records with error logs. You can make corrections to this file itself and re-import it to add only the failed records.
The setup below shows an excel sheet ‘Contacts’ being imported from Excel to create a Tigersheet ‘Records’.
This example can be seen live in the video below where a Lead sheet with records is being imported in the Lead Tracker Application for a Company.
Businesses all around the world have been using spreadsheets for statistical and financial analysis. Even after 30 years of its first release, Excel continues to be a driving force to be reckoned with.
While there is no doubt that Excel can be undeniably useful, it isn’t a perfect fit for organizations that deal with mission-critical apps or sensitive data. No matter whatever be the industry, businesses that use spreadsheets (even yours) can face data quality problems that can give rise to potential vulnerabilities.
Time and again there have been notable incidents where spreadsheets have landed businesses and individuals in a soup. These incidents have created havoc where companies have not only lost millions but their reputations have been severely tarnished. A 2008 analysis from a mixed study states, “Even the most meticulously created spreadsheets contain an error in 1% or more of all formula cells.”
Now the question that comes to our mind is why are there so many errors? …. It’s Simple.
Spreadsheets no matter how useful-are created by people and thus are susceptible to human error and have the potential to bring real harm. The heavier an Excel model gets; the more mistakes can happen and some with even irreversible consequences. With this in mind, we bring you top 5 of the most infamous and costliest stories of Excel Blunders from history:
JP Morgan Chase Copy and Paste Blunder
Also referred to as the ‘London Wave Incident’ that happened in 2012, the global financial giant JP Morgan Chase suffered a trading loss of $6.5 billion dollars due to a copy and paste error.
The bank was using a Value at Risk model, wherein a financial employee made a blunder while copying and pasting information from one spreadsheet to another. The formulas were not carefully adjusted, thus the errors never got reported resulting in the gross miscalculation of their synthetic credit portfolio. What could have otherwise been an easily rectifiable error turned out into a huge financial loss for JP Morgan Chase.
Eastman Kodak’s ‘Too Many Zeros’ Spreadsheet Shock
This is another example of a situation that shows how excel errors can turn out to be a costly affair for organizations.
In 2005, Kodak was forced to restate its financial results for two quarters by $2 million and $13 million respectively. An employee added too many zeroes to pension and other employment termination benefit records of one other employee. As soon as the error was made public, the company stock fell significantly and gave a further jolt to already hard times when the company was already losing more than $100 million every quarter.
Barclays’s Capital Hidden vs Delete Excel Horror
The 2008 global financial crisis that affected many countries got triggered after Lehman Brothers, once the U.S fourth-largest bank dissolved in September 2008. However, many people know about a related incident that led Barclays Capital to buy Lehman’s Brothers 179 trading contacts due to an Excel Error!
The detailed spreadsheet of Lehman brothers contained 1000 rows and 24,000 cells where cells containing the unwanted contracts were hidden (not deleted). When the spreadsheet was converted into a PDF to be posted to the bankruptcy court’s website, the cells appeared again. Barclays Capital filed a legal relief motion, but in the end had to swallow the losses, for an undisclosed sum.
Fidelity Investment’s Missing Minus Gaffe
In 1994, an American financial firm, Fidelity Investment’s had made an estimation that it would make a $4.32 per share dividend distribution on their Magellan fund by the end of the year and would pay its shareholders accordingly. However, the company had to cancel the promised dividend distribution after discovering that its calculation was massively incorrect.
This happened when an employee missed putting a negative sign on the fund’s net capital loss of $1.3 billion while transferring financial records onto an Excel spreadsheet. As a result, the loss was calculated as a net capital gain which threw off the estimate by a whopping US$2.6bn.
London Olympics Excel Typo Error
The organizing committee at the London Olympics for 2012 had to face a major embarrassment and a subsequent loss due to a simple typo in the spreadsheet. A staff mistakenly inserted 20,000 in a cell instead of 10,000 and the London committee ended up selling 10,000 non-existent seats for an event at synchronized swimming. When the mistake was realized, the organizing committee had to declare an apology and upgrade the ticket holders for major events at a loss.
Have You Learnt a Lesson?
What can businesses learn from these multi-billion dollar fails? That Spreadsheets excel at landing companies in awkward and sometimes very expensive messes! A one size fit solution adopted blindly and plagued with human error can bring catastrophic results to even some of the biggest business giants in the world.
Modern-day companies need customized solutions that can cater well to their very specific needs while providing security and scalability. The good news is that Tigersheet lets businesses to build secure and scalable custom applications without relying on a developer. Well, now that’s indeed a happy ending!
…. Ditch Spreadsheets today and prevent yourself from being the next excel horror story!
Want to know more how Tigersheet works, Get started on turning your Excel spreadsheets into a customized business app. Sign up for a free account today!
We are incredibly proud to share the news that ‘Tigersheet has bagged the ‘2019 Rising Star Software’ award from Software Suggest, a popular B2B product and software review platform. This recognition is given annually to products that provide outstanding solutions for B2B companies across a number of categories, including the leaders in the Low Code/No Code (LCNC) market.
Tigersheet is a no-code platform to build custom applications for enterprises at lightning speed and drastically reduced cost. Tigersheet gives you the simplicity and flexibility of spreadsheets with the power and advanced feature set of complex applications (such as access control, notifications, and alerts, report generation) in a user-friendly platform that you can use, to create any custom business application.
In
evaluating Tigersheet for the 2019 Rising Star Software Award, Software Suggest’s
team of software experts examined and compared Tigersheet against its
competitors in various scenarios. Some of the specific criteria that their
review team took into account were:
Tigersheet’s range of “key
No-code functionalities”, combined with a simple, highly responsive and
intitutive interface.
The collaborative nature of
Tigersheet’s application development capabilities
The support with third-party
integrations that lets users connect their custom application to a
large ecosystem of automation tools
Its flawless report
generation capabilities, including grouping items, generating Kanban
boards, pivot tables and charts.
The capacity to allow
role based access control to make certain that only particular users
can launch certain tasks and perform specific actions.
Its ability to create
trigger based workflows enabling users to skip over redundant workflows
and automatically complete tasks whenever an event is caused to occur.
The availability of one
on one guidance and business consulting service in helping enterprises
customise the software according to their needs
We are delighted to have a shiny new award to put
on the Tigersheet mantle, but most importantly, the 2019’s Rising Star Software
Award is another confirmation that our software is providing the best value to
enterprises in meeting their custom needs.
Please visit SoftwareSuggest.com to post your own review of
Tigersheet and thanks
for your support through this amazing year. We hope to win many more awards in
future, as the team is constantly working to improve user experience by adding
new features to Tigersheet. We can’t wait to show you what’s in store for in
the coming year!
Make sure to follow Tigersheet on our social media channels Twitter and LinkedIn to get notifications on all updates.
The demand for custom applications has witnessed a tremendous upsurge with the digital era sweeping across the modern business landscape. The traditional methodology of software development has not only become obsolete but is also expensive, both in time and money.
In such dynamically changing times, companies are looking
forward to ways that can help them build enterprise grade applications that can
be delivered in few hours. Thankfully, this
is possible through Rapid Application Development via No Code Platforms.
No Code Platforms- In the Picture
No code platforms have brought about a radical change in the
ways software applications are being build and delivered. They have bridged the
gap between IT and business, enabling more rapid, iterative and collaborative
development.
Companies today have become more responsive. Instead of
hiring high-priced in house developers or contacting third-party vendors, they
are embracing no code platforms as the fastest way to move ahead. But how
should they decide which no-code development platform is best for their
business?
To make this decision process a lot simpler, we have curated a list of 8 key parameters companies should consider while looking for a no code platform.
Ease of Use
The no code platform you chose should be easy to use. If the team at your organisation is
struggling on how to use the platform efficiently, wouldn’t it be a defeat to
the purpose?
Tigersheet is a spreadsheet inspired no-code platform.
The fact that millions of people out there use spreadsheets to manage their data is a good start for us. So, we make the experience application development a lot like using spreadsheets, something everyone knows. The intuitive drag and drop interface enables users to build apps from scratch within a matter of minutes, without having to write a single line of code.
Affordability
Building a
new software from the ground is expensive and could incur exorbitant costs. Besides, hiring experienced programmers or coders to
help you out every time, is still expensive when compared to using existing
resources. Hence, while going for a no code platform, make sure to go after a
cost-effective solution that can help you to reduce the burden on IT teams and
keep up with the demands for digital innovation.
With Tigersheet, you don’t have to worry about the costs! It works on a low-cost monthly subscription, hence your businesses are not locked in with long term contracts. There is no limit on the number of applications you can build on the Tigersheet platform. With our low-cost monthly subscription, we believe businesses can achieve tremendous value and achieve a positive ROI within a short period of time.
Pre-built templates
Templates can remarkably help to
increase productivity. For example, if you are considering a no code platform
for process automation, make sure it provides a variety of pre-built templates
that can serve as a starting point for your team to begin creating apps and run
them quickly. Not only, these templates accelerate development but are also
well designed to end you up with a secure and more reliable application.
Tigersheet provides ready to use templates to meet the needs of multifarious data management purposes. You can install them and customize as per your need. Whichever department you are in (production, customer service, project management, research, procurement, warehousing, HR), there is always a suitable data management template designed to make your work easier and faster! Add new entries, fields, set triggers, and manage workflows in an already designed layout available for FREE!
Report Generation Capabilities
No two
businesses are alike. Having said that it is easy to understand that different
companies can have different needs. To be able to make best decisions, the
ability to create custom reports is a must to have feature, companies should
look when considering a no code platform.
Tigersheet has powerful report generation capabilities, including grouping items, generating pivot tables and charts. All your reports can be saved and shared with other users, along with drill-down filter capability. Such insightful reports will not only give your business a better insight but will also help you identify bottlenecks, view how your teams are performing, and allocate budget and other resources effectively.
Third Party Integrations
No potential for third party
integration in a no code development platform can be an absolute deal
breaker. Integration alone can result in
so much value to your product whether they are public-facing products or
internal business tools. Hence, make sure to go for a no code platform that
supports third party integration so that your product build on it is able to
adapt to a continually changing landscape of software solutions.
Tigersheet support with third-party integrations lets users connect their custom application to a large ecosystem of automation tools such as QuickBooks, Zoho, ERP to services like Twilio for sending emails and SMS messages.
Cloud Deployment
Go for a no code platform that’s
based on the cloud, which means everything is available online. Seriously!
Today, it makes a very little sense to do otherwise.
Cloud deployment gives you dual
benefits: It gives you an added security which hold paramount importance to the
viability of your business. Secondly, on
top of security, cloud deployment speeds up things like breeze.
Tigersheet is an innovative SaaS platform and there’s no need to purchase any additional infrastructure. Once the app is built, it’s ready to go. This makes it possible to develop applications in a matter of days and in some cases right away. The no code platform is available in the cloud and supports the easy deployment of your app in the cloud. It’s time you take advantage of it!
Free Trial
Though, this is never a necessity,
but it does make the process of choosing a platform a lot easier. With a free
trail in place, you don’t have to make an outright purchase. One can test out the features like visual
tools, UI accessibility etc. and determine if the platform actually delivers on
the promises solving one’s business needs.
Tigersheet offers a free trail to its customers with no strings attached at $0 per user/monthly. Under this trail, customers can avail some awesome features like:
• 2 Applications
• 5 GB storage
• Up to 3 Users Access
• Phone/Chat/Email support
Does it Support Collaboration?
An application is seldom used by a single person in an organisation,
unless it’s too simple in what it wants to deliver. If this is the case, one needs to look for a
no code platform that enables users to communicate with each other while they
are using the application.
Tigersheet facilitates such form of collaboration when you
are planning to build your application on it. You can develop multiple apps and
each app can talk to each other. In addition, it also runs interference for common
master sheets across apps to ensure you have integrated reporting.
Still trying to decide whether your
company needs custom applications? To help you out we have come up with a list
of benefits in building custom apps and why you should choose no code platforms like Tigersheet to create these
applications.
Choosing a no code platform is no cake walk. It involves a lot
of searching and dead ends before you finally decide to click up with a final
one.
But the search doesn’t have to be cumbersome- Tigersheet is one of the first options you can consider to build robust, budget-friendly apps that can accelerate productivity making it easy to meet your business goals.
Create your free account now to explore how Tigersheet can benefit your business…and witness the power and potential of the platform yourself!
