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.

Map a Salesmate automation

Top 5 Salesmate friction points when done manually

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

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

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

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

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

Data points based on anonymized data from FullSpec mapping sessions

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.