Automate the manual work in CentrixOne

FullSpec maps how CentrixOne 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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CentrixOne by the numbers

Insights from real process mapping sessions that involve CentrixOne.

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

Map a CentrixOne automation

Top 5 CentrixOne friction points when done manually

Syncing CentrixOne data across teams

When team members update customer information in CentrixOne at different times, other departments are working with outdated records and making decisions based on stale data.

78% report this

Matching CentrixOne records to invoices

You spend hours cross-referencing customer names and account numbers between CentrixOne and your accounting system to ensure invoices go to the right contact.

71% report this

Exporting CentrixOne reports for meetings

Before every leadership meeting, you manually pull data from CentrixOne, paste it into spreadsheets, and reformat it so executives can see the metrics they need.

62% report this

Updating CentrixOne after customer calls

After each customer interaction, you have to stop what you are doing and manually log notes and changes into CentrixOne fields so the next person has context.

51% report this

Cleaning duplicate CentrixOne contacts

You regularly discover that the same customer exists as multiple contacts in CentrixOne because there is no automated way to catch or merge duplicates during data entry.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in CentrixOne

Browse popular CentrixOne 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.