Automate the manual work in CIM

FullSpec maps how CIM 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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CIM by the numbers

Insights from real process mapping sessions that involve CIM.

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

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Top 5 CIM friction points when done manually

Reconciling CIM data across systems

You manually verify that customer information in CIM matches what exists in your accounting software, email, and other tools, catching discrepancies that should never happen.

78% report this

Updating customer records in CIM repeatedly

When a customer changes their address or contact details, you have to find and update that information in CIM by hand instead of it syncing automatically from your other systems.

71% report this

Exporting CIM data for reporting

Every time you need to analyze customer trends or create a report, you manually export data from CIM into a spreadsheet and reformat it to make sense of the information.

64% report this

Cleaning up duplicate CIM entries

You spend time hunting through CIM to find and merge duplicate customer records that were created when the same person was entered twice or imported from different sources.

52% report this

Importing new customers into CIM

When you get a list of prospects from a trade show or marketing campaign, you manually enter or paste each one into CIM instead of uploading them all at once.

29% report this

Data points based on anonymized data from FullSpec mapping sessions