Automate the manual work in Salesboard

FullSpec maps how Salesboard 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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Salesboard by the numbers

Insights from real process mapping sessions that involve Salesboard.

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

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Top 5 Salesboard friction points when done manually

Salesboard deal stage updates lag behind reality

Sales reps forget to move deals through Salesboard stages until days later, so your pipeline view never matches what's actually happening with customers.

78% report this

Manual contact info syncing across Salesboard

When a customer changes their phone number or email, you have to hunt through Salesboard and update it in multiple places by hand instead of having one source of truth.

71% report this

Salesboard activity notes get lost or incomplete

Reps skip logging calls and meetings in Salesboard because they're busy, leaving you with gaps in customer history that make handoffs and follow-ups messy.

63% report this

Duplicate accounts pile up in Salesboard

The same customer gets entered into Salesboard multiple times under slightly different names, forcing you to manually merge records and clean up the mess.

54% report this

Salesboard forecast numbers require constant recalculation

You manually add up deal values and probabilities in Salesboard each week to create a forecast instead of having it calculated automatically from your pipeline.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Salesboard

Browse popular Salesboard 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.