Automate the manual work in SalesOptima Core

FullSpec maps how SalesOptima Core 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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SalesOptima Core by the numbers

Insights from real process mapping sessions that involve SalesOptima Core.

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

Map a SalesOptima Core automation

Top 5 SalesOptima Core friction points when done manually

Syncing deal stage changes across SalesOptima Core

When a deal moves through stages in SalesOptima Core, you manually update spreadsheets and email summaries to keep your team informed instead of having one source of truth.

78% report this

Reconciling contact data between SalesOptima Core instances

You spend hours comparing duplicate contacts across different SalesOptima Core records to determine which version has the most current phone number or email address.

71% report this

Pulling activity reports from SalesOptima Core monthly

Each month you export call logs and meeting notes from SalesOptima Core, reformat them in a spreadsheet, and manually calculate which reps hit their activity targets.

61% report this

Transferring SalesOptima Core data to accounting software

You manually copy closed deal amounts and customer information from SalesOptima Core into your accounting system because they do not communicate with each other.

52% report this

Chasing down missing SalesOptima Core field entries

You spend time each week reminding salespeople to fill in required fields in SalesOptima Core and then manually entering data yourself when they forget.

27% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in SalesOptima Core

Browse popular SalesOptima Core 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.