Doing simple work allocation using spreadsheets is still a myth. The simple reason being “spreadsheets do not allow dynamic work allocation”. Unless you are a programming geek, you cannot share just a part of the spreadsheet data to specific agents, while hiding specific columns. It requires a huge pain of copying, saving and emailing parts of your spreadsheet every day, day after day…
But that’s not all!
You have to manually allocate work to multiple sales or service agents and then sit back and collate all the feedback and solved/unsolved requests into your MASTER sheet. Here I am referring to a used case for any sales or service center.
The alternate option for working would be Google Docs, that may allow you to share your spreadsheet online but how do you hide a column from someone who has the access to edit? Anyone can just unhide the column and see all the data along with your tiny internal notes.
Well, at CollateBox we are making all this happen.
Let me know if there is any other way you can allocate work using a spreadsheet where your data is magically shared with others while you still manage a single copy. Meanwhile register for an early beta access from CollateBox and find out yourself how well you can get your spreadsheet on steroids.