Automate the manual work in mySalesman

FullSpec maps how mySalesman 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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mySalesman by the numbers

Insights from real process mapping sessions that involve mySalesman.

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

Map a mySalesman automation

Top 5 mySalesman friction points when done manually

Syncing mySalesman data across spreadsheets

Sales reps manually copy contact and deal information from mySalesman into multiple spreadsheets because different departments need the same data in different formats.

78% report this

Chasing mySalesman updates from field reps

Managers spend hours following up with salespeople to ensure they actually logged activities and notes in mySalesman instead of keeping information in personal notes or emails.

71% report this

Reconciling mySalesman pipeline with accounting

Finance and sales teams manually match deal stages recorded in mySalesman against invoices and payment records because the systems do not communicate.

64% report this

Extracting mySalesman reports for leadership

Someone manually pulls data from mySalesman, reorganizes it, and rebuilds reports in PowerPoint or Excel every week because the built-in reports do not match what executives actually need.

52% report this

Cleaning duplicate mySalesman contact records

Staff periodically hunt through mySalesman to find and merge duplicate customer records that accumulated because contacts were entered by different people at different times.

27% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in mySalesman

Browse popular mySalesman 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.