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Automate the manual work in Salesmate

FullSpec maps how Salesmate 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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Salesmate by the numbers

Insights from real process mapping sessions that involve Salesmate.

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

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Top 5 Salesmate friction points when done manually

1

Salesmate contact data stays out of sync

When you update customer information in Salesmate but forget to update it in your email or spreadsheet, your team works from conflicting versions of the truth.

78% report this
2

Manual deal stage updates in Salesmate

You have to remember to move deals through Salesmate pipeline stages by hand instead of having status changes trigger automatically when you send an email or receive a payment.

71% report this
3

Salesmate follow-up reminders get missed

You set a follow-up date in Salesmate but then miss it because the reminder gets buried in your calendar or Salesmate notification, so deals stall without action.

59% report this
4

Duplicate contacts created in Salesmate

When a customer is entered into Salesmate by different team members or from different sources, you end up with multiple records for the same person that you have to merge manually.

48% report this
5

Salesmate reports require manual data pulls

To get a sales forecast or pipeline report, you have to export data from Salesmate and rebuild it in a spreadsheet instead of having reports ready to view on demand.

25% report this
DisclaimerAll data is based on anonymized FullSpec mapping sessions and proprietary industry research. Learn more

What you can automate in Salesmate

Browse popular Salesmate 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.

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Tools commonly connected to Salesmate

Most automations involve more than one tool. These are the ones that show up most often alongside Salesmate.

Jotform logoJotformGoogle Ads logoGoogle AdsGravity Forms logoGravity FormsGoogle Contacts logoGoogle ContactsFacebook Lead Ads logoFacebook Lead AdsFacebook Conversions logoFacebook ConversionsGmail logoGmailSlack logoSlackGoogle Sheets logoGoogle SheetsGoogle Calendar logoGoogle CalendarGoogle Drive logoGoogle DriveHubSpot logoHubSpot

Salesmate Automation questions

Ready to automate your work in Salesmate?

Tell FullSpec which Salesmate task eats the most time. We'll help you map it, scope it, and create your free build plan.

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