Automate the manual work in OrbisX

FullSpec maps how OrbisX 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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OrbisX by the numbers

Insights from real process mapping sessions that involve OrbisX.

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

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Top 5 OrbisX friction points when done manually

Syncing OrbisX data across teams

When multiple team members update customer records in OrbisX at the same time, you end up with duplicate entries or overwritten information that nobody can trace back.

78% report this

Exporting OrbisX reports manually

Every time you need a sales report or customer list, you have to manually export data from OrbisX, clean it up in a spreadsheet, and send it to stakeholders who ask for the same thing weekly.

71% report this

Matching OrbisX records to invoices

You spend hours cross-referencing customer names and contact details between OrbisX and your accounting system because they don't talk to each other.

62% report this

Updating OrbisX after customer calls

Sales reps forget to log call notes and deal updates into OrbisX, so you manually chase them down to fill in the gaps and keep the database current.

51% report this

Cleaning up OrbisX duplicate contacts

Contacts get entered multiple times into OrbisX with slight name variations or old phone numbers, and you have to manually identify and merge them to avoid sending duplicate emails.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in OrbisX

Browse popular OrbisX 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.