Automate the manual work in Mercury Connect

FullSpec maps how Mercury Connect 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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Mercury Connect by the numbers

Insights from real process mapping sessions that involve Mercury Connect.

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

Map a Mercury Connect automation

Top 5 Mercury Connect friction points when done manually

Syncing Mercury Connect data across systems

You manually export contact records from Mercury Connect and re-enter them into your accounting or email platform because the systems don't talk to each other.

78% report this

Updating Mercury Connect when deals change

Every time a customer status changes in your operations, you have to go back into Mercury Connect and update the record manually to keep it current.

71% report this

Reconciling Mercury Connect with bank transactions

You spend time matching Mercury Connect customer records against your actual bank deposits and payments to verify nothing was missed or duplicated.

64% report this

Cleaning up Mercury Connect duplicate contacts

You periodically hunt through Mercury Connect to find and merge duplicate customer entries that accumulated from different data sources or entry methods.

55% report this

Pulling Mercury Connect reports for meetings

Before each team meeting or client call, you manually extract and format Mercury Connect data into a spreadsheet because the built-in reports don't match what you need to present.

30% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Mercury Connect

Browse popular Mercury Connect 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.