Automate the manual work in Neos

FullSpec maps how Neos 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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Neos by the numbers

Insights from real process mapping sessions that involve Neos.

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

Map a Neos automation

Top 5 Neos friction points when done manually

Syncing Neos data across teams

Team members manually copy contact and deal information from Neos into spreadsheets or other tools because Neos doesn't automatically push updates to where people actually work.

78% report this

Reconciling duplicate records in Neos

You spend hours identifying and merging duplicate contacts in Neos that were created when different salespeople entered the same prospect without checking if they already existed.

71% report this

Neos data entry from email chains

Someone has to manually read through email threads and type deal details, contact information, and conversation notes into Neos because emails don't automatically capture into the system.

62% report this

Updating Neos when deals stall

You manually track down salespeople to ask them to update deal status in Neos when prospects go quiet, because Neos doesn't flag or alert you to deals that haven't moved in weeks.

54% report this

Exporting Neos reports for meetings

Before every leadership meeting, someone exports data from Neos into a presentation or dashboard because Neos reports don't format the way stakeholders need to see the information.

28% report this

Data points based on anonymized data from FullSpec mapping sessions