Automate the manual work in SimplyGest Cloud

FullSpec maps how SimplyGest Cloud 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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SimplyGest Cloud by the numbers

Insights from real process mapping sessions that involve SimplyGest Cloud.

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

Map a SimplyGest Cloud automation

Top 5 SimplyGest Cloud friction points when done manually

Syncing customer updates across SimplyGest Cloud

When a customer changes their contact details or preferences, you have to manually update the same information in SimplyGest Cloud and your other systems, risking mismatches and outdated records.

78% report this

Reconciling sales data in SimplyGest Cloud

After closing deals or updating order statuses, you spend hours cross-checking SimplyGest Cloud records against invoices and spreadsheets to ensure nothing was missed or duplicated.

71% report this

Exporting and reformatting SimplyGest Cloud reports

You pull data from SimplyGest Cloud, export it, then reformat columns and reorganize rows in Excel before sharing reports with your team or leadership.

62% report this

Re-entering customer notes in SimplyGest Cloud

After phone calls or emails with clients, you have to manually type conversation summaries and action items into SimplyGest Cloud instead of capturing them automatically.

51% report this

Chasing missing data in SimplyGest Cloud

You regularly discover that customer records in SimplyGest Cloud are incomplete or outdated, forcing you to track down missing details by calling clients or searching old emails.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in SimplyGest Cloud

Browse popular SimplyGest Cloud 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.