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Automate the manual work in CRMdata

FullSpec maps how CRMdata 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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CRMdata by the numbers

Insights from real process mapping sessions that involve CRMdata.

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

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Top 5 CRMdata friction points when done manually

1

Syncing CRMdata across multiple systems

You manually copy contact and deal information from CRMdata into spreadsheets and other tools because they don't talk to each other automatically.

78% report this
2

Cleaning up duplicate CRMdata records

You spend hours each month finding and merging duplicate customer entries in CRMdata that were created by different team members or imports.

71% report this
3

Updating CRMdata when deals stall

You have to manually track down sales reps and ask them to update deal status in CRMdata when opportunities go quiet or fall through.

62% report this
4

Exporting CRMdata for reporting

You manually export data from CRMdata into reports and dashboards every week because the built-in reporting doesn't show what your leadership needs.

51% report this
5

Verifying CRMdata accuracy before decisions

You spot-check CRMdata records before making business decisions because you are not confident the information is current or complete.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in CRMdata

Browse popular CRMdata 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 CRMdata

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

CRMdata Automation questions

Ready to automate your work in CRMdata?

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