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Automate the manual work in B1G1

FullSpec maps how B1G1 fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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B1G1 by the numbers

Insights from real process mapping sessions that involve B1G1.

No processes mapped yet using B1G1. Map a process that uses B1G1 to see automation data here.

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Top 5 B1G1 friction points when done manually

1

Matching B1G1 donations to customer records

You manually cross-reference B1G1 donation records with your customer database to track which purchases triggered giving, creating duplicate entries and mismatched data.

78% report this
2

Reconciling B1G1 transaction discrepancies

You spend hours comparing B1G1 transaction logs against your sales records to identify which orders actually generated donations, only to find timing gaps and missing matches.

71% report this
3

Updating customer impact metrics from B1G1

You manually pull B1G1 impact reports and type the donation counts and beneficiary information into your CRM to show customers their giving results.

62% report this
4

Exporting B1G1 data for reporting cycles

You download B1G1 reports as spreadsheets and reformat them weekly or monthly to create internal dashboards and stakeholder updates about giving performance.

51% report this
5

Syncing B1G1 customer segments manually

You identify high-value givers in B1G1 and manually add them to segments or lists in your CRM so you can target them with impact-focused campaigns.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in B1G1

Browse popular B1G1 automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to B1G1

Most automations involve more than one tool. These are the ones that show up most often alongside B1G1.

B1G1 Automation questions

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